Drop & Swap Staging, Post-Frac Sweeps, Permian Labs, & “Sandsplants” At The Sand Bar [Permian Points 5] March 8, 2018 Infill Thoughts Read More »
Yesterday Wells Froze, Today Rail Cars Are Stuck, Tomorrow It’ll Be R&M, Labor & Trucking [Permian Points 2] February 22, 2018 Infill Thoughts Read More »
A Perfect Sandstorm Has Started A “Run On The Bank” In The US Completions Supply Chain February 19, 2018 Quick Thoughts Read More »
Just In Case It Hasn’t Crossed Your Desk Yet… A Notable Private Equity / Transload Deal Hit The Wires Thursday February 15, 2018 Quick Thoughts Read More »
After A Few More In-Basin IPOs Like Vista, Frac Sand Stocks Will Outnumber Offshore Drillers 2 To 1 January 13, 2018 Infill Thoughts Read More »
New Discussion: If Risks Hypothetically Derail In-Basin Sand Supply, Will Permian Transload Capacity Be Enough? October 17, 2017 Thinking Ahead Read More »
Frac Sand Bandits Are Selling Stolen Permian Truckloads On The Black Market [Exclusive] March 23, 2017 Infill Thoughts Read More »