Tag Archives: hclp

We are previewing key themes for 2019 that will help shape and influence last mile logistics for completions across the Lower 48. In this installment we share a half dozen key themes, including a list of up and comers to watch in this space, the importance of payload and what …

Infill Thinking first reported talk of out-of-basin plant closures a month ago back in August. Here’s an excerpt from our “Zombie Plant” update on August 24: “Some NWS producers are evaluating plant closures and others may have actually already begun the mothballing process for some higher cost plants.” Infill Thinking, …

To say the Hi-Crush management team had a busy weekend might just be the understatement of the year. On Monday morning, the company dropped 3 press releases containing over 3,500 words. That’s 8 pages in Microsoft Word at 12 point font with single line spacing (yes we copy/pasted out of …

On Tuesday, Wednesday, and Thursday, three large frac sand companies hosted 1Q18 conference calls. Because most Infill Thinkers are too busy to study everything said, we are boiling down each call into a handful of key points that really matter. Here are the Hi-Crush bullet points, stay tuned for Emerge Energy …

This morning we lived blogged the Hi Crush conference call providing Infill Thinking visitors with a real-time bullet point list of takeaways. With the call ended, the live blog is done and here are our final notes from the call: There’s a lot more to this story… Login to see …

Things are happening in the Permian basin frac sand story and this is the place to get the latest. 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 …

Since New Year’s Day, ~40 fresh IR decks have hit the wires from the O&G industry… and that doesn’t even include downstream or midstream. The presentation dump came ahead of the year’s first significant O&G investor conference this week. We have cherry-picked the following datapoints with 2018 implications from public …

In the chart below, we’ve attempted to quantify a relatively opaque, highly competitive, and rapidly evolving last mile market segment – well-site frac sand handling and storage. As completion intensity exploded over the past few years, frac sand handling at the well-site just before it enters the blender and is …

On Wednesday, the fierce competition that has characterized the Permian Basin frac sand rush all year will be put on hold for a couple hours. We have exclusive details on why and what’s going on in this update…   There’s a lot more to this story… Login to see the …

A very constructive conference call this morning went along way to offsetting the investor disappointment on volumes sold during 3Q that we noted yesterday in this update. The stock reversed its after-hours decline and is trading materially higher this morning. Here are the key points we jotted down from the …