Tag Archives: logistics

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 …

Late Friday afternoon, Vista Proppants and Logistics formally announced their intent to go public. The Vista S-1 is packed with interesting revelations. If you don’t have several hours to pore over its 278 pages, here are our CliffsNotes: There’s a lot more to this story… Login to see the full …

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 …

US Silica reported better than expected 3Q17 and a very strong outlook for 2018 Monday evening. Tuesday morning on the conference call, we recorded market insights on SandBox, West Texas capacity, updates on US Silica’s Crane & Lamesa plants, 2018 overall demand, contracting activity, the outlook for Northern White, among …

There is a new discussion topic over in our members-only discussion forum today. Click here to read the full thread and discuss In it we ponder whether enough Permian transload capacity is in place to service demand growth if in-basin frac sand mines fall short of expectations. Understandably, investment appetite …

On Monday morning this week, we sent out an email survey to a select group of industry insiders who subscribe to Infill Thinking. We asked these folks to provide feedback anonymously on the risk to oilfield activity posed by phase-in of electronic logging device regs this December. We got some insightful …

We share a peek at trucks waiting on frac sand sent into us by a reader in the Permian Basin. 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 …

Want to know what a ton of frac sand is going for in the Permian spot market? Want to know what could cut 30% of trucking capacity out of the market? Want to know what has everyone in the oilfield on edge these days? Want to know what people expect …

Solaris Oilfield Infrastructure’s shale presence is expanding rapidly. If you blink you might miss their next system deployment (most deployments are configured as silo six-packs). In this update, a look at their progress, their system up close and personal, and what’s next for this fast growing newcomer in the US …

A year from now on the Kermit blacktop, it will be 110° Fahrenheit with a 90% chance of gridlock. We believe competitive advantage will increasingly be tied to location and logistics as in-basin mines battle for market share. In this update, we rank each of the hopeful new mines based …