Both sides of an important frac sand case are now public and will have their day in court. We discuss the latest details in the case… 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 Case A Day In A Four-Pack Of Oilfield Legal Disputes: Today’s Case In Logistics… [Part 4 Of 4]
Who’s suing who in the oilfield? Why does it matter? We discuss the latest cases and their implications… 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 …
Read More »A Case A Day In A Four-Pack Of Oilfield Legal Disputes: Today Is E-Frac… [Part 2 Of 4]
Who’s suing who in the oilfield? Why does it matter? We discuss the latest cases and their implications… 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 …
Read More »A Case A Day In A Four-Pack Of Oilfield Legal Disputes: Today’s Case In Frac Sand… [Part 1 Of 4]
Who’s suing who in the oilfield? Why does it matter? We discuss the latest cases and their implications… 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 …
Read More »The Nascent Rail Service Recovery Breathes A HUGE Sigh Of Relief [Charts Of The Day]
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 …
Read More »Crisis Averted. Here’s What A Rail Strike Would Have Meant For Frac
On Thursday morning, news headlines suggest that a potential rail worker strike on Friday was averted at the last minute by negotiators. If the strike had happened, what would that have meant for frac sand? We discuss… There’s a lot more to this story… Login to see the full update… …
Read More »A Pressure Pumper’s Transload Table
While nerding out this week in SEC filings, we came across an interesting table… 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 …
Read More »Finding Favor In Frac Sand – Railed Tons Rising
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 …
Read More »Loaded And Abandoned. Stranded Sand Could Be The Next Big Twist In The Frac Supply Chain Story…
The fine print in the latest frac sand bankruptcy filing is a cautionary tale of hidden frac sand inventory that could weigh on the market when bid activity picks up… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Quick Thoughts On Atlas Sand’s TX/NM Frac Sand Conveyor Project
Infill Thinking first wrote about Atlas Sand’s conveyor project back in May 2019 (see point 10). The cat is out of the bag now and the mainstream media is feasting on a BLM press release about a new permit application filed by Atlas Sand. Atlas Sand isn’t commenting about the …
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