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 …
Read More »Texas Needs A Thousand More Sand Truck Drivers For 2022
A fair number of Infill Thinking members have written in or called recently about truck drivers. Specifically, folks are wondering if… 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 »Trucking Is Emerging As The Most Concerning Chokepoint To Shale Growth Through 1Q22
Resourcing the last mile on frac jobs is tough now, but it could be EXTREMELY chaotic in Jan 2022, even by typical first quarter standards. 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 …
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