Tag Archives: last mile

We are grateful for the opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio this week. This is the largest frac sand conference in the industry each year. It’s still going, but here are some quick thoughts from the sidelines on day …

We’ve had some time to ruminate on the big news we broke exclusively this morning… 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 …

Breaking news on a big deal in last mile… 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 …

In this update, we share thoughts on a transaction announced today in frac sand land. 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 …

  We have been doing field checks with frac contacts about Trump’s big trucking executive order signed last week. What will this mean for frac supply chain? Read industry reaction and background here… There’s a lot more to this story… Login to see the full update…  To read this update …

  A new wellsite storage innovation deployed on a containerized sand system in the Permian caught our attention this month… 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 …

This week, we participated in the Petroleum Connection’s Frac Sand Industry Update in Houston. The conference was well attended, it was good to see everyone, and we learned a lot. In this report are key takeaways that resonated with us… as always our notes are no substitute for being there …

We visited with Atlas’s CEO this week after seeing the Dune Express conveyor in person earlier in 1Q25 to learn more about this one-of-a-kind frac sand asset. There’s a lot more to this story…  Login to see the full update…  To read this update and receive our research newsletters, you …

Over the past couple weeks, our trucking contacts have been buzzing about a new challenge this year… 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 …

In this update, we share more insights from our time on the road hunting for market intelligence to provide to Infill Thinking readers… There’s a lot more to this story… see our top themes and reports of the quarter inside. Login to see the full update…  To read this update …