Our guest author today formed a sand hauling outfit with just a couple trucks in early-2015, just as oil prices began to plunge. He has spent his entire life in and around trucks, and has a genuine passion for the trucking industry that is evident in the “state of the …
Read More »Read The Letter A Big Sand Hauler Sent To Permian Customers Drawing A Line In The Sand This Week [Exclusive]
This week, a very large carrier that hauls frac sand sent an important letter to customers. This has big market implications for the frac supply chain. In the letter, the company’s president…. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »A Fleet Of ~60 Late Model Pneumatic Sand Trailers Hits The Auction Block In Texas
Boxes vs. pneumatics? It’s a long standing argument. Even without that competitive dynamic, it’s been tough in the sand hauling business with rates under pressure for the past 12-24 months. Here’s the latest datapoint we’ve picked up with implications for the frac sand hauling market… There’s a lot more to …
Read More »Reports Of Schlumberger’s Hauling Demise Are Greatly Exaggerated…
What’s really going on with Schlumberger’s trucking unit? We discuss the story behind the story 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, …
Read More »Smart Hauling At Big Blue [Silica Valley Series]
This is the fifth installment in our Silica Valley Series which shines the spotlight on an increasingly critical part of the frac value chain: new software solutions in the last mile. A crop of new entrants are improving the frac sand industry’s “mind-muscle connection” on the highways from origin to …
Read More »Railcars Full Of Local Permian Sand Begin Rolling East Into Big Spring… [Exclusive]
One of the key takeaways from our Permian Basin recon trip a couple months ago was that intra-basin railing of local sand was about to become reality. In this boots-on-the-ground piece in March, we wrote that first shipments could happen by the end of 1Q19. The timing of that prediction …
Read More »Permian Perspectives Part 5 – Last Mile & Wellsite Points
Our latest round of Permian market intelligence focuses on datapoints in frac sand’s last mile and wellsite handling market. 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 …
Read More »13 Interesting Things We Read Last Week That Are Relevant To Frac Sand
We’ve been reading alot this week. We’ve also been curating a recap of items we read with the highest impact value for the frac sand supply chain. Enjoy… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »The Cost Of Doing Nothing. Zooming In On Permian Infrastructure [Guest Post]
In today’s guest post, James offers a unique perspective on the economic impact of under-developed road-ways and key insights on transportation infrastructure development in West Texas. 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 …
Read More »Some Member Feedback On The Potential Last Mile Bill And An Intriguing B-Train Photo
We’ve said it before, we’ll say it again: Infill Thinking readers are the smartest folks in the industry. Following our exclusive, investigative report earlier this week on draft legislation that could have a profound impact on the Texas last mile logistics marketplace, we heard feedback from quite a few plugged-in …
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