Tag Archives: transload

Infill Thinking learned about a new midstream concept for Permian Basin frac sand logistics that was later discussed publicly for the first time. 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. …

We break down the latest renegotiation in the frac sand industry, one of many we believe are either culminating or ongoing as a volatile year winds down. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

In this update, we follow up on several recent Infill Thinking stories with what’s new. Follow-up topics include: wellsite storage replacement cycle appearing in the mainstream press. a new mine opens confirming an exclusive report. … … There’s a lot more to this story… Login to see the full update…  …

Several weeks ago, Infill Thinking’s research team had an opportunity to visit the Twin Eagle Mission Park transload terminal near Elmendorf, Texas. In this post, check out our drone photos and key takeaways on Twin Eagle operations and their latest developments including an important strategic shift. There’s a lot more …

Several weeks ago, Infill Thinking’s research team had an opportunity to visit the Vista Proppants and Logistics transload terminal near Dilley, Texas. Here are our key takeaways from our firsthand look at this facility. There’s a lot more to this story… Login to see the full update…  To read this …

A Monahans train wreck overnight on Wednesday could impact Permian completions. 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, …

This is our fifth and final installment of Permian Points (quick notes from the road) from the first of two February trips we made to West Texas to gather on-the-ground market intelligence. Revisit Permian Points 1-4 at the links below: Permian Points 1 Permian Points 2 Permian Points 3 Permian …

This is our second installment of Permian Points (oilfield service market quick hits) after devoting a full week to boots-on-the ground reconnaissance in the Permian Basin in February (revisit part one here). We met with industry contacts, visited facilities, and made observations from the road. Here are some of our key takeaways, thoughts, …

Last week, first Schlumberger and then Halliburton issued US onshore profit warnings for their completions businesses. Halliburton explicitly cited the frac sand supply crunch caused by railroad downtime as the primary culprit. Since then, we’ve had a chance to catch up with multiple private participants in this market to try …

We don’t always post links to press releases, but this deal may not be on everyone’s radar just yet… and it should be, so we are sharing it here…   There’s a lot more to this story… Login to see the full update…  To read this update and receive our …