Throughout 2018, Infill Thinking has regularly surveyed production at local frac sand mines across the Permian mine-by-mine. In this update we show how effective supply has grown this year and discuss the importance and meaning of the trajectory. There’s a lot more to this story… Login to see the …
Read More »2019 Last Mile Preview: Compression, Judgement Day, Silica Valley, Replacement Fatigue, Pneumatics, and more… [4/4]
We are previewing key themes for 2019 that will help shape and influence last mile logistics for completions across the Lower 48. In this piece, we address how frac crew efficiency gains impact logistics, the first US last mile solution to go overseas, software, the biggest pain of direct sourcing, …
Read More »2019 Last Mile Preview: Wet Sand Fracs, Leapfrogging, Micro-Optimization, The “New New Gen” Solutions, Hauling Inflation, and more… [Part 3/4]
We are previewing key themes for 2019 that could influence last mile logistics for completions across the Lower 48. In this piece we share eight more themes with big implications There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »2019 Last Mile Preview: The Year Of The Ninja, Unbundling Shockwaves, Max Payloads, Truck Ownership Questions, and more… [Part 2/4]
We are previewing key themes for 2019 that will help shape and influence last mile logistics for completions across the Lower 48. In this installment we share a half dozen key themes, including a list of up and comers to watch in this space, the importance of payload and what …
Read More »New MidCon Frac Sand Conversion Project Pushes The Oklahoma Greenfield Trend In A New Direction
While touring the MidCon to gather market intelligence back in September, we picked up on the potential for a frac sand mine to open near Oklahoma City. This morning, we can confirm that intelligence after connecting with the management team behind the project. Get the details in the full report… …
Read More »Is The Pre-Frac Logistics Fear Factor Poised To Make A Comeback? [Last Mile 2019 Theme Preview Series 1/4]
In a three-part series starting with this update today, we preview cutting edge completions logistics themes to watch in 2019. In this part one, we discuss how industry perception of last mile logistics risk has changed (and why) along with a warning against complacency. We also discuss the cornucopia of …
Read More »Happy Fracsgiving! As Operators Give Thanks For Massive Efficiency Gains, We Ponder The Impact On The Frac Spread Count
This Thanksgiving, E&P C-Suites should invite their operations teams and pressure pumpers over for dinner. E&Ps have a lot to be grateful for this season in terms of the efficiencies they’ve been able to squeeze out of their spreads in 2018. Stages per day are rising. Zipper frac definition is …
Read More »The TCP Is History – Last Week’s Permit Surrender Is De Facto Nullification
The latest developments around the Texas Conservation Plan and interaction between the Texas Comptroller’s Office and US Fish and Wildlife Service could have big implications for legal protections in Permian O&G. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »The Evolution Of Last Mile Logistics [Chart Of The Day]
Today, we thought it’d be interesting to take a look at a timeline of the last mile S-Curve shift. The result was interesting. 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 »The Brady Brown Mothballing Epidemic Spreads
Over the weekend, we wrote about the closures at Covia’s Voca plants, which were subsequently announced by the company. But that’s not all… the Brady mothballing trend has escalated further this week… There’s a lot more to this story… Login to see the full update… To read this update and …
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