A massive highway improvement project in the Permian could create times of havoc for oilfield traffic over the next several years, potentially resulting in downtime, decreased efficiency, and higher well costs. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Follow Up Thoughts On NexTier Acquisition Of CIG’s Last Mile Business
After breaking the news of NexTier’s CIG acquisition earlier this week ahead of the press release, we’ve had time to digest the deal and consider it’s implications, which we discuss here… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Confirmation Complete: Nextier Acquires CIG’s Last Mile, Confirming Infill Thinking’s Earlier Report
Now the company confirms prior Infill Thinking exclusive reports… 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 …
Read More »Confirmation Of A Last Mile Deal? It Would Appear So, But Not 100% Sure Yet… [EXCLUSIVE]
Some talk in the market this week appears to have some truth to it… 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 …
Read More »Frac Sand Buzz. Where There’s Smoke There’s Fire? Maybe…
Some talk in the market this week… 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 to …
Read More »Who’s Moving The Frac Sand And How Much Are They Moving? [Chart Of The Day]
Here is a look at how proppant moves in the completions industry and who is moving it. 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 …
Read More »Quick Thoughts On Last Mile: New Wellsite Storage Systems, Market Equilibrium, Throwing Shade, & more…
Some interesting last mile datapoints to know… 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 to …
Read More »Good News Could Be Brewing For E&Ps In The Last Mile Market
An interesting / surprising inflection in the mainstream narrative around trucking is worth watching for everyone in 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. If you …
Read More »Permian Trucking Shortage Improves 20-50%. Now A Big Freight Rate Reset Is Underway
What’s new in the trucking pain point for the frac supply chain this week? We discuss… 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 »Trucking Crunch Update Plus New CNG Trucks Roll Out In Frac Sand Land
Trucking talking points from a painfully strained week in 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. If you are new to Infill Thinking, or your membership …
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