volumes Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Thu, 19 May 2022 00:15:11 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png volumes Archives - Infill Thinking https://www.infillthinking.com 32 32 Aggressive Dune Sand Adoption Has Practically Carved UP’s Frac Sand Carloads In Half https://www.infillthinking.com/quick-thoughts/union-pacifics-frac-sand-carloads-have-been-practically-cut-in-half-by-dune-sand-substitution/ https://www.infillthinking.com/quick-thoughts/union-pacifics-frac-sand-carloads-have-been-practically-cut-in-half-by-dune-sand-substitution/#respond Fri, 25 Jan 2019 04:33:42 +0000 https://www.infillthinking.com/?p=24898 Big but not surprising. That’s how we’d characterize the UP’s frac sand news this week. We break it down, providing plenty of Infill Thinking context for reference. 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 …

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Big but not surprising. That’s how we’d characterize the UP’s frac sand news this week. We break it down, providing plenty of Infill Thinking context for reference.

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, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
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The Manifest Shift Just Got Real With “Some Lumps” In Implementation. Meanwhile, Sand Cars Decline. [5 Train Takeaways] https://www.infillthinking.com/quick-thoughts/the-manifest-shift-just-got-real-but-its-come-with-some-lumps-meanwhile-sand-cars-are-declining-rapidly-5-train-takeaways/ https://www.infillthinking.com/quick-thoughts/the-manifest-shift-just-got-real-but-its-come-with-some-lumps-meanwhile-sand-cars-are-declining-rapidly-5-train-takeaways/#respond Thu, 01 Nov 2018 12:31:52 +0000 https://www.infillthinking.com/?p=22698 It’s earnings season and if your office looks anything like ours, you’re probably up to your eyeballs in reading material. So we’ll cut to the chase 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 …

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It’s earnings season and if your office looks anything like ours, you’re probably up to your eyeballs in reading material.

So we’ll cut to the chase

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, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
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  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

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As Eagle Materials Hits Their Commercial Production Ceiling, More Northern White Capacity Is In The Cards https://www.infillthinking.com/quick-thoughts/eagle-materials-hits-commercial-production-ceiling-northern-white-capacity-cards/ https://www.infillthinking.com/quick-thoughts/eagle-materials-hits-commercial-production-ceiling-northern-white-capacity-cards/#respond Wed, 31 Jan 2018 16:42:24 +0000 https://www.infillthinking.com/?p=14057 Some key takeaways from the first frac sand supplier report this quarter have read through for the broader frac sand market. 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, …

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Some key takeaways from the first frac sand supplier report this quarter have read through for the broader frac sand market.

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, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

feature image credit: Eagle Materials

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