A large NWS player had some interesting things to say last week… 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 …
Read More »In The News: Infill Thinking Insights Cited On Rail Service Changes
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 …
Read More »In Other News… NWS Trials & Tribulations, Permian Storm Clouds, Vista Is OK, DJ Basin Gap, & The West Texas “Extraction Colony”
In addition to the deeper Infill Thinking research updates published this week, a few other quick hits crossed our desk that are worthy of comment. So here are four short stories… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Drop & Swap Staging, Post-Frac Sweeps, Permian Labs, & “Sandsplants” At The Sand Bar [Permian Points 5]
This is our fifth and final installment of Permian Points (quick notes from the road) from the first of two February trips we made to West Texas to gather on-the-ground market intelligence. Revisit Permian Points 1-4 at the links below: Permian Points 1 Permian Points 2 Permian Points 3 Permian …
Read More »Plant Construction Updates, A Last Mile Evaluation, A 500 Truck-Per-Day Milestone, And More… [Permian Points 4]
This is our fourth installment of Permian Points – quick notes from our time on the road in West Texas in February. Permian Points 1 touched on the local sand business, including pricing and construction status updates; Permian Points 2 hit oilfield activity levels and labor; Permian Points 3 covered issues we …
Read More »For Most Sand Miners, This Bad News Is Actually Good
Is it counterintuitive to view a court ruling against an industry participant’s expansion plans as a good thing? Yes. However, in a niche where oversupply fears have crushed the stocks of publicly traded incumbents, maybe a legal governor on the expansion plans of the few can serve the greater good. …
Read More »More. Smart Sand Inc. Is Well On Its Way To Tripling Oakdale Production
Smart Sand Inc., the newly public Northern White producer (February IPO), announced another Oakdale plant expansion on Thursday. This is the second expansion announced already this year and the latest example of the kind of brownfield expansion that is conspiring with regional sands to make operators happy and sand investors nervous. …
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