Field checks on seasonal sand struggles… 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 …
Read More »Scrambling For Permian Sand
Field checks show seasonal struggles with… 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 …
Read More »Texas Frac Sand Mines Dealing With More Operations Hindrances This Week
Field checks show 1Q completions operations hit by another challenge this week in Texas. 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 …
Read More »Hidden Disruptions Plague A Beleaguered Oilfield And Will Be A Bad Hangover In The Recovery
We recently published data showing how the upstream industry’s conversation on critical structural issues has been interrupted by the immediacy of a dual-threat crisis (pandemic + oil price crash). In reality, that data is just the tip of the iceberg… There’s a lot more to this story… Login to see …
Read More »Back To Ops Basics… With A New Record Achieved In Frac Sand Last Mile Logistics This Week
In this time of business turmoil, operational issues can seem like an afterthought. In a piece several weeks ago, we presented data showing how the pandemic and oil price crash have distracted industry leaders from critical field development optimization issues. In this update, we argue that it’s time to get …
Read More »Sand By Rail Volumes At UP Resume The Downtrend After Several Stable Quarters [Chart Of The Day]
In 2H17, we estimate the Union Pacific Railroad moved about one out of every X tons of frac sand pumped in the US. Today, we estimate their trains only move about one in X tons pumped.
Read More »When Sand & Water Don’t Mix… Texas AG Finds Fault With An Industrial Sand Plant’s Wastewater Handling
Action against an industrial plant has read-through to Texas local frac sand mining… 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 …
Read More »Permian Frac Sand Workforce Peaks & Dips For The First Time [Chart Of The Day]
Earlier this year, Infill Thinking predicted that the Permian frac sand workforce would peak during 2Q19. Analysis of 2Q19 actual workforce trends confirms the prediction has panned out. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »For The Second Quarter In A Row, Frac Sand Car Loads Are Stable At This Big Line
Here’s what completions supply chain folks need to know about Union Pacific’s market commentary Thursday 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 to Infill Thinking, …
Read More »Four Levers In-Basin Mines Can Pull To Lower Opex/Ton [Guest Post]
In-basin mine operators faced with price pressure quickly turn their attention to driving down operating costs per ton. This can be a real challenge when operating in a tough environment, and compromising safety, quality, and capacity, is not an option. With supply outpacing demand, the pressure to become a low-cost …
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