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 »Railed Damp Sand To New Mexico Is On Hold
A sand mine made a bold and unprecedented offering in the Northern Delaware this summer. We checked in to see how it went over with customers… 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 …
Read More »Open Season On Railed New Mexico Damp Sand Begins Wednesday – Pricing, Bid, and Capacity Details Here…
A sand mine is making a bold and unprecedented play in the Northern Delaware… and we’ve got another exclusive scoop ahead of open season officially beginning tomorrow… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Railed Damp Sand Coming To New Mexico [Exclusive]
A sand mine is making a bold and unprecedented play in the Northern Delaware… and we’ve got an exclusive scoop with all the deals ahead of them opening up capacity to the market in an ‘Open Season’ marketing process that is not typical of this sector… There’s a lot more …
Read More »Crisis Averted. Here’s What A Rail Strike Would Have Meant For Frac
On Thursday morning, news headlines suggest that a potential rail worker strike on Friday was averted at the last minute by negotiators. If the strike had happened, what would that have meant for frac sand? We discuss… There’s a lot more to this story… Login to see the full update… …
Read More »Finding Favor In Frac Sand – Railed Tons Rising
We catch up with an old friend in frac sand to learn about what he’s up to and some new market insight… 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 …
Read More »1/2 The Rail Cars That Used To Move NWS Are Now In Storage With More Piling Up By The Day…
Several interesting things came out of a rail company’s write off and disclosures yesterday and as it pertains to the frac supply chain… 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. …
Read More »Arkansas NWS Frac Sand Still Finding A Home In The Eagle Ford
Despite the ramp of multiple local South Texas frac sand mines, some recent RFQs from a handful of operators continue to ask for Northern White Sand… 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 …
Read More »About That Busy Northeast Pilot Express… Here’s Why It’s So Busy.
Earlier this week, we published some notes from the road after spending time in the Marcellus/Utica frac supply chain last week. If you read that piece, you probably remember the section on the extremely busy Pilot Express fuel station near Steubenville, OH where we saw dozens of frac sand trucks …
Read More »Railcars Full Of Local Permian Sand Begin Rolling East Into Big Spring… [Exclusive]
One of the key takeaways from our Permian Basin recon trip a couple months ago was that intra-basin railing of local sand was about to become reality. In this boots-on-the-ground piece in March, we wrote that first shipments could happen by the end of 1Q19. The timing of that prediction …
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