railroad Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Tue, 13 Feb 2024 20:29:21 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png railroad Archives - Infill Thinking https://www.infillthinking.com 32 32 South Texas Sandemonium Continues… https://www.infillthinking.com/infill-thoughts/south-texas-sandemonium-continues/ https://www.infillthinking.com/infill-thoughts/south-texas-sandemonium-continues/#respond Tue, 13 Feb 2024 19:43:28 +0000 https://www.infillthinking.com/?p=33916 Today an update on a tough situation for pumpers and E&Ps in the South Texas market… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, …

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Today an update on a tough situation for pumpers and E&Ps in the South Texas market…

There’s a lot more to this story…

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The Nascent Rail Service Recovery Breathes A HUGE Sigh Of Relief [Charts Of The Day] https://www.infillthinking.com/quick-thoughts/the-nascent-rail-service-recovery-breathes-a-huge-sigh-of-relief-charts-of-the-day/ https://www.infillthinking.com/quick-thoughts/the-nascent-rail-service-recovery-breathes-a-huge-sigh-of-relief-charts-of-the-day/#respond Fri, 16 Sep 2022 17:17:27 +0000 https://www.infillthinking.com/?p=32509 For frac it would have been a big deal but for railroads, it could have been devastating. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has …

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For frac it would have been a big deal but for railroads, it could have been devastating.

There’s a lot more to this story…

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New Evidence Of Rail Constraints for NWS & A Silica Dust Rule PSA https://www.infillthinking.com/quick-thoughts/evidence-of-rail-constraints-for-nws-a-silica-dust-rule-psa/ https://www.infillthinking.com/quick-thoughts/evidence-of-rail-constraints-for-nws-a-silica-dust-rule-psa/#respond Fri, 29 Apr 2022 14:12:53 +0000 https://www.infillthinking.com/?p=32090 Thesis tracking on recent prediction about more NWS by rail challenges shows evidence piling up. Plus, are the silica dust rules for mines about to change? There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you …

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Thesis tracking on recent prediction about more NWS by rail challenges shows evidence piling up. Plus, are the silica dust rules for mines about to change?

There’s a lot more to this story…

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Is NWS Growth Landlocked? Rail CEOs Are Getting Grilled Today Amid Lurid Complaints Of Unreliable Service https://www.infillthinking.com/thinking-ahead/is-nws-growth-landlocked-rail-ceos-are-getting-grilled-today-amid-lurid-complaints-of-unreliable-service/ https://www.infillthinking.com/thinking-ahead/is-nws-growth-landlocked-rail-ceos-are-getting-grilled-today-amid-lurid-complaints-of-unreliable-service/#respond Tue, 26 Apr 2022 16:24:22 +0000 https://www.infillthinking.com/?p=32076 NWS is more expensive, but it’s more reliable and if you pay for it it will definitely be there on time. Right? Right guys? Hmm… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are …

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NWS is more expensive, but it’s more reliable and if you pay for it it will definitely be there on time. Right? Right guys? Hmm…

There’s a lot more to this story…

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The Beginning Of An Asymmetric Frac Sand Mining Recovery? https://www.infillthinking.com/infill-thoughts/the-beginning-of-an-asymmetric-frac-sand-mining-recovery/ https://www.infillthinking.com/infill-thoughts/the-beginning-of-an-asymmetric-frac-sand-mining-recovery/#respond Mon, 02 Nov 2020 23:03:23 +0000 https://www.infillthinking.com/?p=30071 3Q20 was an up quarter sequentially in the proppant industry. We estimate demand increased x-x% from the 2Q20 bottom. But not all mines are sharing equally as volume edges upwards off the bottom… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

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3Q20 was an up quarter sequentially in the proppant industry. We estimate demand increased x-x% from the 2Q20 bottom. But not all mines are sharing equally as volume edges upwards off the bottom…

There’s a lot more to this story…

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Sand By Rail Volumes At UP Resume The Downtrend After Several Stable Quarters [Chart Of The Day] https://www.infillthinking.com/infill-thoughts/sand-by-rail-volumes-at-up-resume-the-downtrend-after-several-stable-quarters-chart-of-the-day/ https://www.infillthinking.com/infill-thoughts/sand-by-rail-volumes-at-up-resume-the-downtrend-after-several-stable-quarters-chart-of-the-day/#respond Fri, 18 Oct 2019 18:00:01 +0000 http://www.infillthinking.com/?p=27875 In 2H17, we estimate the Union Pacific Railroad moved about one out of every X tons of frac sand pumped in the US. Today, we estimate their trains only move about one in X tons pumped.  

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In 2H17, we estimate the Union Pacific Railroad moved about one out of every X tons of frac sand pumped in the US.

Today, we estimate their trains only move about one in X tons pumped.

 

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For The Second Quarter In A Row, Frac Sand Car Loads Are Stable At This Big Line https://www.infillthinking.com/quick-thoughts/for-the-second-quarter-in-a-row-frac-sand-by-rail-flat/ https://www.infillthinking.com/quick-thoughts/for-the-second-quarter-in-a-row-frac-sand-by-rail-flat/#respond Thu, 18 Jul 2019 17:54:51 +0000 http://www.infillthinking.com/?p=27155 Here’s what completions supply chain folks need to know about Union Pacific’s market commentary Thursday morning… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, …

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Here’s what completions supply chain folks need to know about Union Pacific’s market commentary Thursday morning…

There’s a lot more to this story…

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Railing Local Sand Within Basin – We Continue Along This Train Of Thought https://www.infillthinking.com/thinking-ahead/railing-local-sand-within-basin-we-continue-along-this-train-of-thought/ https://www.infillthinking.com/thinking-ahead/railing-local-sand-within-basin-we-continue-along-this-train-of-thought/#respond Mon, 04 Feb 2019 16:54:55 +0000 https://www.infillthinking.com/?p=25193 A couple weeks ago, we broke in with exclusive details on the first ever intra-basin rail movements of locally-mined Permian frac sand. In this post we take the analysis a step further as our prior reporting has triggered exploratory interest from many of our readers. There’s a lot more to this story… Login to see …

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A couple weeks ago, we broke in with exclusive details on the first ever intra-basin rail movements of locally-mined Permian frac sand.

In this post we take the analysis a step further as our prior reporting has triggered exploratory interest from many of our readers.

There’s a lot more to this story…

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Railing Local Permian Frac Sand WITHIN The Basin Just Got Real [Exclusive Details] https://www.infillthinking.com/quick-thoughts/breaking-the-first-short-haul-rail-movements-of-local-permian-frac-sand-inside-the-basin-have-begun-exclusive-details/ https://www.infillthinking.com/quick-thoughts/breaking-the-first-short-haul-rail-movements-of-local-permian-frac-sand-inside-the-basin-have-begun-exclusive-details/#respond Wed, 16 Jan 2019 20:24:51 +0000 https://www.infillthinking.com/?p=24617 Last October, we published research introducing the idea of railing locally-mined West Texas frac sand within the Permian Basin. At the time, we wrote that the concept could gain traction in 2019. It has gained traction. We’ve learned new and exclusive details about the concept’s adoption… log in to read. There’s a lot more to this …

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Last October, we published research introducing the idea of railing locally-mined West Texas frac sand within the Permian Basin. At the time, we wrote that the concept could gain traction in 2019.

It has gained traction.

We’ve learned new and exclusive details about the concept’s adoption… log in to read.

There’s a lot more to this story…

Login to see the full update… 

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feature photo via Vista Proppants & Logistics

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In The News: Infill Thinking Insights Cited On Rail Service Changes https://www.infillthinking.com/free-thinking/in-the-news-infill-thinking-insights-on-rail-service-changes/ https://www.infillthinking.com/free-thinking/in-the-news-infill-thinking-insights-on-rail-service-changes/#respond Sun, 16 Dec 2018 19:30:46 +0000 https://www.infillthinking.com/?p=23984 Infill Thinking insights were cited in an in-depth article published by Wisconsin State Journal writer Chris Hubbuch over the weekend. In part, Hubboch’s story discusses how recent changes in rail service options available to Northern White Sand producers are rippling through the logistics value chain, quoting Infill Thinking research. We first covered the potential ramifications of …

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Infill Thinking insights were cited in an in-depth article published by Wisconsin State Journal writer Chris Hubbuch over the weekend. In part, Hubboch’s story discusses how recent changes in rail service options available to Northern White Sand producers are rippling through the logistics value chain, quoting Infill Thinking research.

We first covered the potential ramifications of Union Pacific’s frac sand service changes in a research report back in September. In that report, Infill Thinking broke the news of the impact on frac sand transportation lanes after our channel checks with folks on the front lines revealed significant change afoot.

Here Is Madison.com’s Article:

Frac sand producers spent millions and filled wetlands for now underused rail yards

In 2016, the startup frac sand producer Smart Sand began construction on a state-of-the-art rail yard along the Union Pacific line in Monroe County, claiming it is the largest private industrial rail loop in the state.

 

There’s a lot more to this story…

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