Despite the ramp of multiple local South Texas frac sand mines, some recent RFQs from a handful of operators continue to ask for Northern White Sand… 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 »About That Busy Northeast Pilot Express… Here’s Why It’s So Busy.
Earlier this week, we published some notes from the road after spending time in the Marcellus/Utica frac supply chain last week. If you read that piece, you probably remember the section on the extremely busy Pilot Express fuel station near Steubenville, OH where we saw dozens of frac sand trucks …
Read More »Railcars Full Of Local Permian Sand Begin Rolling East Into Big Spring… [Exclusive]
One of the key takeaways from our Permian Basin recon trip a couple months ago was that intra-basin railing of local sand was about to become reality. In this boots-on-the-ground piece in March, we wrote that first shipments could happen by the end of 1Q19. The timing of that prediction …
Read More »Sue And Be Sued… Frac Sand Litigation Heats Up As A Transloader Takes A Producer To Court
Who’s suing who in the frac sand space? Here’s the latest intel gleaned from our review of public records… 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 …
Read More »“Propveyor” – Plans For A New Permian Sand Midstream Solution Unveiled Thursday [Exclusive]
Infill Thinking learned about a new midstream concept for Permian Basin frac sand logistics that was later discussed publicly for the first time. 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. …
Read More »Transload Truncation – Devon Squeezes Oklahoma Terminal
We break down the latest renegotiation in the frac sand industry, one of many we believe are either culminating or ongoing as a volatile year winds down. 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 »Connecting The Dots On Recent Infill Thinking Reports
In this update, we follow up on several recent Infill Thinking stories with what’s new. Follow-up topics include: wellsite storage replacement cycle appearing in the mainstream press. a new mine opens confirming an exclusive report. … … There’s a lot more to this story… Login to see the full update… …
Read More »During Our Twin Eagle Site Visit In South Texas, We Learned About A Strategic Pivot To Adapt To In-Basin Sand
Several weeks ago, Infill Thinking’s research team had an opportunity to visit the Twin Eagle Mission Park transload terminal near Elmendorf, Texas. In this post, check out our drone photos and key takeaways on Twin Eagle operations and their latest developments including an important strategic shift. There’s a lot more …
Read More »Vista’s Eagle Ford Transload Is Breaking Throughput Records In Early-2018 [Site Visit Thoughts & Pictures]
Several weeks ago, Infill Thinking’s research team had an opportunity to visit the Vista Proppants and Logistics transload terminal near Dilley, Texas. Here are our key takeaways from our firsthand look at this facility. There’s a lot more to this story… Login to see the full update… To read this …
Read More »Train Wreck In Monahans Overnight Wednesday Is Tightening Things In The Permian Even Further
A Monahans train wreck overnight on Wednesday could impact Permian completions. 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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Infill Thinking Lifting the O&G knowledge curve