Tag Archives: last mile logistics

Why it matters: Aggressive recruitment from new entrants in the frac supply chain can signal shifts in the competitive landscape and rate/cost structures. Drivers are a hot commodity and in short supply. What’s New: Several weeks ago, we flagged a new entrant in sand hauling: 5f. The app-based hauler was …

It’s Tuesday February 9, 2021, and frac sand and the hauling thereof are still tight. Here is the latest intel from our channel checks on the ongoing frac supply chain tightness: Login to see the full update… To read this update and receive our research newsletters, you must be a …

An thorn in the side of the frac industry that we’ve been reporting on for over a month has surfaced on an earnings call…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …

Infill Thinking exclusive on new wellsite storage solution developments… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on …

A quick follow up to our longer piece over the weekend flagging the fast tightening sand spot market after more channel checks on Monday… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …

Snow, trucking, and is there as much sand available as you thought??? We discuss all this and more with an update of the latest proppant market buzz. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

An update on the transportation issues ripping through the frac market after additional channel checks this week… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …

This week at the Petroleum Connection’s frac sand conference in San Antonio, we were honored to conduct a “fireside chat” with one of the most respected executives in the industry – Ron Gusek, President of Liberty Oilfield Service. Login to see the full update… To read this update and receive …

An interesting conversation was had on Liberty’s earnings conference call this week that is directly related to a recent Infill Thinking exclusive report. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew …

There is ample talk in the frac market this week about a potential deal with big implications for the oilfield value chain… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current …