Quick Thoughts

We realize there were several cliff hangers in our research publication earlier this week (specifically in this update). Sorry about that, but when our sources ask us to not share sensitive details we comply to a fault. We said as much as we could earlier, and now we are happy …

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 …

Scuttlebut from across the frac supply chain this week including plant status and deal news, last mile crew news, and executives on the move…. 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 …

An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 …

We’ve recently covered the CNG re-fleeting efforts of several last milers including Detmar Logistics and Sand Revolution. This week, we learned that… 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 …

Over the weekend, we broke the news that 1845 is shutting down its oilfield division and selling their commercial operation (see link). This morning, we had a chance to talk about the news by phone with 1845’s President… There’s a lot more to this story… Login to see the full …

More bad news in the sand hauling space… 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 …

How will higher gas prices translate to frac sand demand? Important context here… 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 …

An interesting photo from the last mile logistics business crossed our desk – and we think we have the explanation. Plus we follow up on a guest post from about a month ago with more information and a video… There’s a lot more to this story… Login to see the …

How is local sand activity faring regionally? Find out here… 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 …