sand by rail Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Fri, 29 Sep 2023 14:43:58 +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 sand by rail Archives - Infill Thinking https://www.infillthinking.com 32 32 Railed Damp Sand To New Mexico Is On Hold https://www.infillthinking.com/thinking-ahead/railed-damp-sand-to-new-mexico-is-on-hold/ https://www.infillthinking.com/thinking-ahead/railed-damp-sand-to-new-mexico-is-on-hold/#respond Thu, 28 Sep 2023 21:53:38 +0000 https://www.infillthinking.com/?p=33510 A sand mine made a bold and unprecedented offering in the Northern Delaware this summer. We checked in to see how it went over with customers… 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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A sand mine made a bold and unprecedented offering in the Northern Delaware this summer. We checked in to see how it went over with customers…

There’s a lot more to this story…

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Open Season On Railed New Mexico Damp Sand Begins Wednesday – Pricing, Bid, and Capacity Details Here… https://www.infillthinking.com/thinking-ahead/open-season-on-railed-new-mexico-damp-sand-begins-tomorrow-pricing-bid-and-capacity-details-here/ https://www.infillthinking.com/thinking-ahead/open-season-on-railed-new-mexico-damp-sand-begins-tomorrow-pricing-bid-and-capacity-details-here/#respond Tue, 25 Jul 2023 18:59:44 +0000 https://www.infillthinking.com/?p=33347 A sand mine is making a bold and unprecedented play in the Northern Delaware… and we’ve got another exclusive scoop ahead of open season officially beginning tomorrow… 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 …

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A sand mine is making a bold and unprecedented play in the Northern Delaware… and we’ve got another exclusive scoop ahead of open season officially beginning tomorrow…

There’s a lot more to this story…

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Railed Damp Sand Coming To New Mexico [Exclusive] https://www.infillthinking.com/thinking-ahead/railed-damp-sand-coming-to-new-mexico-exclusive/ https://www.infillthinking.com/thinking-ahead/railed-damp-sand-coming-to-new-mexico-exclusive/#respond Mon, 10 Jul 2023 16:46:29 +0000 https://www.infillthinking.com/?p=33297 A sand mine is making a bold and unprecedented play in the Northern Delaware… and we’ve got an exclusive scoop with all the deals ahead of them opening up capacity to the market in an ‘Open Season’ marketing process that is not typical of this sector… There’s a lot more to this story… Login to …

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A sand mine is making a bold and unprecedented play in the Northern Delaware… and we’ve got an exclusive scoop with all the deals ahead of them opening up capacity to the market in an ‘Open Season’ marketing process that is not typical of this sector…

There’s a lot more to this story…

Login to see the full update… 

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An Uptick In Frac Sand Prices Next Month Is Coming. It Has Nothing To Do With Mines [Chart Of The Day] https://www.infillthinking.com/quick-thoughts/the-next-uptick-in-frac-sand-prices-may-have-nothing-to-do-with-mines-chart-of-the-day/ https://www.infillthinking.com/quick-thoughts/the-next-uptick-in-frac-sand-prices-may-have-nothing-to-do-with-mines-chart-of-the-day/#respond Thu, 21 Apr 2022 19:10:43 +0000 https://www.infillthinking.com/?p=32068 Mine-gate prices have been a source of inflation in well costs this year, but the mine-gate might not be where customers experience the next round of pain… 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 …

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Mine-gate prices have been a source of inflation in well costs this year, but the mine-gate might not be where customers experience the next round of pain…

There’s a lot more to this story…

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Finding Favor In Frac Sand – Railed Tons Rising https://www.infillthinking.com/quick-thoughts/finding-favor-in-frac-sand-railed-tons-rising/ https://www.infillthinking.com/quick-thoughts/finding-favor-in-frac-sand-railed-tons-rising/#respond Thu, 07 Oct 2021 20:04:14 +0000 https://www.infillthinking.com/?p=31434 We catch up with an old friend in frac sand to learn about what he’s up to and some new market insight… 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 …

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We catch up with an old friend in frac sand to learn about what he’s up to and some new market insight…

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, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

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1/2 The Rail Cars That Used To Move NWS Are Now In Storage With More Piling Up By The Day… https://www.infillthinking.com/quick-thoughts/1-2-the-rail-cars-that-used-to-move-nws-are-now-in-storage-with-more-piling-up-by-the-day/ https://www.infillthinking.com/quick-thoughts/1-2-the-rail-cars-that-used-to-move-nws-are-now-in-storage-with-more-piling-up-by-the-day/#respond Fri, 24 Jul 2020 15:51:45 +0000 http://www.infillthinking.com/?p=29651 Several interesting things came out of a rail company’s write off and disclosures yesterday and as it pertains to the frac supply chain… 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 …

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Several interesting things came out of a rail company’s write off and disclosures yesterday and as it pertains to the frac supply chain…

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…

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, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

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Aggressive Dune Sand Adoption Has Practically Carved UP’s Frac Sand Carloads In Half https://www.infillthinking.com/quick-thoughts/union-pacifics-frac-sand-carloads-have-been-practically-cut-in-half-by-dune-sand-substitution/ https://www.infillthinking.com/quick-thoughts/union-pacifics-frac-sand-carloads-have-been-practically-cut-in-half-by-dune-sand-substitution/#respond Fri, 25 Jan 2019 04:33:42 +0000 https://www.infillthinking.com/?p=24898 Big but not surprising. That’s how we’d characterize the UP’s frac sand news this week. We break it down, providing plenty of Infill Thinking context for reference. 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 …

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Big but not surprising. That’s how we’d characterize the UP’s frac sand news this week. We break it down, providing plenty of Infill Thinking context for reference.

There’s a lot more to this story…

Login to see the full update… 

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