Tag Archives: last mile logistics

An interesting conversation was had on Liberty’s earnings conference call this week that is directly related to a recent Infill Thinking exclusive report. 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. …

There is ample talk in the frac market this week about a potential deal with big implications for the oilfield value 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 …

A new and improved wellsite storage system has deployed in the Midland Basin… 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 …

On September 16, Infill Thinking covered the deployment of an NOV SandBank system, writing that the system could be headed to Argentina’s Vaca Muerta Shale. At the time, the destination had not been publicized by the players involved and the origin was an Eagle Ford yard. Now about a week …

An interesting development in the last mile caught our attention this week… here’s what we know and what we are looking into… 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 …

After publishing our deep dive piece on the Liberty / Schlumberger transaction’s implication for the frac supply chain last week, we heard from many Infill Thinking members. This piece from an unbundling expert/entrepreneur is the result of one of those conversations… There’s a lot more to this story… Login to …

Now that we’ve all had a couple days to process the biggest frac industry news in quite a while, what does the M&A transaction mean for the proppant supply chain? Specifically frac sand and last mile logistics pure-play vendors? We have some strategic recommendations and actionalbe analysis on the competition …

An interesting datapoint gives a new dimension to the whole boxes vs. silos debate. 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 …

Similar to another completions player a few days ago, another sand producer has come out with some revealing financial disclosures… And this one appears to have skirted a liquidation event. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

We dug and dug and dug… and we dug up some estimates… 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 …