Today an update on a tough situation for pumpers and E&Ps in the South Texas 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, …
Read More »Are US Frac Sand Carloads Peaking? Big Rail Execs Eye In-Basin Sand For Both Risks & Opportunities
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 …
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