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 …
Read More »Is NWS Growth Landlocked? Rail CEOs Are Getting Grilled Today Amid Lurid Complaints Of Unreliable Service
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 …
Read More »In Other News… The Calm B4 Another Sand Storm? Hedges Hurt, Revolvers Help, $3bn? More HHP, People On The Move & more…
A variety of datapoints crossed our desk and surfaced in client meetings this week that didn’t warrant a full update but are certainly worth a mention and impact the frac supply chain. Here are the nuggets that stood out to us…. There’s a lot more to this story… Login to …
Read More »Eagle Ford Sand Buyers Face More “Pain At The Gate”
Today we follow up on a series of recent reports on Eagle Ford sand market chaos (including this one from mid-March and this one from early-April) with the latest crazy datapoints… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »The Eagle Ford Sand Situation Is Getting Worse Before It Gets Better
About three weeks ago, we penned this report on the challenges of finding sand in the Eagle Ford shale, a basin that is near the top of the U.S. shale plays for drilling activity increases so far this year. Here’s what’s new… There’s a lot more to this story… Login …
Read More »Pressure Pumper Talks About Big Downtime From Frac Supply Chain Shortfalls (Sand, Water, Trucking)
Sand, water and trucking aren’t easy and multiple pressure pumper have been fighting an uphill battle on these fronts. One pumper talked about the challenge this week… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »A More Effective Rebundling Catalyst Than Pressure Pumper Marketing? Unbundling Can Increase “Bungling” Risks In This Sand Market
Unbundling works until it doesn’t. And some E&Ps are finding that it doesn’t right now… 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, …
Read More »Every Grain Counts Now – Insandity Continues, Especially In The Permian
We continue to hear some mindblowing market anecdotes in frac sand. Here are some fresh off our research desk this week… 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 …
Read More »Sand Is So Tight It’s Now Influencing These 6 Pressure Pumping Market Trends
Tight sand is becoming a major factor in the pressure pumping market. Here are 6 ways this is playing out: 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 …
Read More »Universal Pressure Pumping Rips E-Frac Marketing Hype; Says They Won’t Reactivate Any More Fleets In 2022
Here are some things we picked out of the Patterson-UTI earnings call this week. 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 …
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