Tag Archives: transportation

An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 …

This week, all the talk in frac sand insider circles has been about the sand hauling chaos. Here are three recent Infill Thinking pieces on this development: The Warning The First Signs The Story Continues Here we take a data-driven look at one of the culprits… There’s a lot more …

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.  

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, …

Last week at the frac sand conference hosted by Petroleum Connection in Houston, we moderated a discussion among four last mile logistics experts. Together, the firms represented on stage touch more than 20 million tons of frac sand per year in various capacities. This panel was a rare chance to …

Infill Thinking insights were cited in an in-depth article published by Wisconsin State Journal writer Chris Hubbuch over the weekend. In part, Hubboch’s story discusses how recent changes in rail service options available to Northern White Sand producers are rippling through the logistics value chain, quoting Infill Thinking research. We first …

In a three-part series starting with this update today, we preview cutting edge completions logistics themes to watch in 2019. In this part one, we discuss how industry perception of last mile logistics risk has changed (and why) along with a warning against complacency. We also discuss the cornucopia of …

By this time next year, you may be hearing a whole lot more about a new way to move local sand. In this Thinking Ahead update, we “do the numbers” on a cutting edge idea in sand logistics. There’s a lot more to this story… Login to see the full update…  …

Along with earnings last week, Union Pacific reported that their minerals volume increased 71% in the quarter, driven by an increase of over 100% in sand shipments due to improving well completions and increased proppant intensity per well. How long will the growth in railed sand shipments last and what …

Since April, the geo-transformation of the frac sand business has accelerated. In the following charts, we’ve taken our previously published rigs vs. mines cartographical analysis a step further. In the slideshow below, we’ve included a map of historical frac sand supply sources, the new map with three West Texas in-basin …