Rough start to frac sand earnings season – a start inline with the implications of Union Pacific’s earnings a couple weeks back. US Silica’s stock performance on their earnings release this morning (-30% intraday) reminds us this morning that bad news is never priced until it happens. There’s a lot …
Read More »TAMS Is On A Supply Chain Efficiency Mission [Silica Valley Series]
We are picking back up our Silica Valley Series today with a look at Scarco Service’s Transportation Asset Management System (TAMS) software platform. TAMS was built from an oilfield service company’s perspective to lower costs and create visibility across the entire completions cost structure. There’s a lot more to this …
Read More »All The Last Mile Players On One Stage [Exclusive]
Plus 2 Permian wellsite storage competitors in one week!! Earlier this week, we reported on a new arrival in the Permian Basin’s last mile market. Today, we’ve been able to confirm new details about still another new competitor’s arrival in the Permian Basin…. There’s a lot more to this story… …
Read More »A Last Mile Solution New To The Permian Just Completed Its First Job In West Texas…
After hearing from sand hauling contacts about a new last mile solution deploying in the Permian, we had a chance to catch up with the company to learn more about their activity in West Texas and the Lower 48… There’s a lot more to this story… Login to see the …
Read More »Will There Be Another Truck Shortage? [Guest Post]
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 »A First Look At The New Supersized Sand Revolution Systems [Exclusive]
We have learned more about an engineering tweak of large proportions… 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, …
Read More »More Panel Hot Takes From The Petroleum Connection Conference Last Week
An update earlier this week summarized some key quotes from the panels on in-basin and northern white sand at the largest completions supply chain event of the year. In this update are similar recaps of some of the more poignant statements from two other panels at the event… There’s a …
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 »Frac Supply Chain Takeaways From Meetings In Fort Worth
We welcomed about 40 Infill Thinking subscribers for coffee, knowledge sharing, and networking on Wednesday in Fort Worth. This was the 16th reader appreciation event we’ve hosted in the past 2.5 years. Thanks to our highly engaged members, these events keep getting bigger and better. We also met with various …
Read More »A New Last Mile System Is About To Make Its Permian Debut [EXCLUSIVE]
As we write, a brand new wellsite storage system is on the road making its journey towards a West Texas where it will attract quite a few spectators over the next few weeks. It’s arrival in the Basin tomorrow will mark the first time this system has entered the Texas …
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