Latest Thoughts
DUCs Have Doubled Since The EIA Began Tracking Them
People On The Move: A Notable Completions Supply Chain Hire & A Second Order Disruptive Threat From Direct Sourcing
Who Bought The Black Mountain Silos? A Picture Is Worth A Thousand Words…
In The News: Infill Thinking Insights Cited On Rail Service Changes
Four Levers In-Basin Mines Can Pull To Lower Opex/Ton [Guest Post]
Still More Sand: Meet The New Kid On The Eagle Ford Block [Exclusive]
2018 Is The Greatest Growth Year In The Modern History Of The US Oil Business
Did 2018 Set The New Cyclical Ceiling For US Onshore Drilling?
2019 Outlook For The US Completions Market [Research Rewind]
Pre-Frac Water Recycling Leaderboard [Chart Of The Day]
Could Local Sourcing Really Ever Go To This Extreme? Never Say Never… But We Play Devil’s Advocate
Direct Sourcing From An Operator’s Perspective [Guest Post]
Guest Contributor Introduction From Joseph Triepke: Kicking off our Fridays In December 2018 guest post series is Jessica Barton, an E&P sourcing specialist with nearly a decade of supply chain management experience for leading operators in US shale. Jessica is currently the category manager for proppant and last mile logistics …
Read More »Building A Better Mousetrap In The Last Mile Is Not Enough Anymore
This Guarded 2019 Comment Carries More Weight Than The Confirmation Of Our 4Q18 Warning
Is This The Beginning Of The End For Land Drilling Rig Dayrates?
Proppant Inventories Swell
Before He Was President, He Was An Oilman. RIP Timberwolf
Permian Local Frac Sand’s Triple Double [Chart Of The Day]
Before Local Sand Started Trending, This Haynesville Producer Established A Beachhead [Site Visit Takeaways]
2019 Last Mile Preview: Compression, Judgement Day, Silica Valley, Replacement Fatigue, Pneumatics, and more… [4/4]
2019 Last Mile Preview: Wet Sand Fracs, Leapfrogging, Micro-Optimization, The “New New Gen” Solutions, Hauling Inflation, and more… [Part 3/4]
2019 Last Mile Preview: The Year Of The Ninja, Unbundling Shockwaves, Max Payloads, Truck Ownership Questions, and more… [Part 2/4]
New MidCon Frac Sand Conversion Project Pushes The Oklahoma Greenfield Trend In A New Direction
Is The Pre-Frac Logistics Fear Factor Poised To Make A Comeback? [Last Mile 2019 Theme Preview Series 1/4]
Happy Fracsgiving! As Operators Give Thanks For Massive Efficiency Gains, We Ponder The Impact On The Frac Spread Count
The TCP Is History – Last Week’s Permit Surrender Is De Facto Nullification
The Evolution Of Last Mile Logistics [Chart Of The Day]
The Brady Brown Mothballing Epidemic Spreads
Live Takeaways From The Covia Call Wednesday: Last Mile, Demand Forecast, In-Basin Ramp, and NWS Pricing Comments Were Notable
New Details On An Eagle Ford Local Sand Project After Catching Up With Management…
Vertical Disintegration At Pioneer Natural Resources
Analysis And Context On The Newest Unbundled Operator’s Supply Agreement
Here’s One Permian Activity Metric That ISN’T Tanking…
A Brady Brown Plant Owner Reacts To Market Pressure By Breaking Out The Mothballs
Buyer “Quick Hits” That Matter In The Frac Supply Chain
Frac Spread Blaze In Colorado. No Injuries But Tough Timing.
Ouch! Last Mile Silo Strikes A Major Midland Bridge, Shutting Down Permian Traffic For Hours
Frac Sand Take-Or-Pay Contract Settlement Negotiations Intensify Amid Market Turmoil
Prop 112 Is Dead And The DJ Basin Discount Is Evaporating
Is The Local Sand Rush Finally Ready To Pause In 2019? [Chart Of The Day]
It’s Voting Day: Last Minute Thoughts On Colorado O&G’s Defining Moment
Notes From The Road In The Humming Haynesville Shale
Solaris’s Next Mile: Seeking Growth Beyond The Mobile Proppant Storage Replacement Cycle
Quick Thoughts On Surging E&P M&A
Is Anyone Else Exhausted With All The Talk Of “Budget Exhaustion”? [Chart Of The Day]
An Eagle Ford Sand Miner Just Threw Their Hat Into The Oklahoma Ring [Infill Thinking Exclusive]
The Manifest Shift Just Got Real With “Some Lumps” In Implementation. Meanwhile, Sand Cars Decline. [5 Train Takeaways]
Boxes Vs. Silos, Sleepers Vs. Day Cabs, Rail Vs. Trucks & Other Key Last Mile Debates And Dilemmas From San Antonio
Last week’s frac sand conference in San Antonio, hosted by the Petroleum Connection, featured some of the most thoughtful logistics panels that we’ve seen at any oilfield industry event. With three panels on focused squarely on logistics, frac sand hauling and handling issues featured prominently into the discussion. The challenges …
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Infill Thinking Lifting the O&G knowledge curve