Tag Archives: logistics

Thesis tracking on recent prediction about more NWS by rail challenges shows evidence piling up. Plus, are the silica dust rules for mines about to change? 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 …

NWS is more expensive, but it’s more reliable and if you pay for it it will definitely be there on time. Right? Right guys? Hmm… 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 …

Sand, water and trucking aren’t easy and multiple pressure pumper have been fighting an uphill battle on these fronts. One pumper talked about the challenge this 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 …

What happens in the Permian makes it to the Infill Thinking newsletter, especially when we drive 1,200 miles across the basin in two days gathering intel for readers! Check out an update on a sand plant in this post. There’s a lot more to this story… Login to see the …

Unbundling works until it doesn’t. And some E&Ps are finding that it doesn’t right now…   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, …

US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

  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 [email protected]. (Current …

Here are some things we picked out of the Patterson-UTI earnings call this 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 …

Today we have prepared the following bullet point summary to update readers on the frac sand situation following last week’s winter weather event in the southwest… 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 …

The Permian frac sand market is very tight. How tight? Here’s a couple anecdotes we heard just this morning: 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 …