Tag Archives: logistics

The widespread pandemonium we recently documented in frac sand’s last mile during Christmas and New Years has died down somewhat now that we are two weeks into the new year, according to our latest channel checks. However… Login to see the full update… To read this update and receive our …

Infill Thinking first wrote about Atlas Sand’s conveyor project back in May 2019 (see point 10). The cat is out of the bag now and the mainstream media is feasting on a BLM press release about a new permit application filed by Atlas Sand. Atlas Sand isn’t commenting about the …

Panic in frac sand. This is not hyperbole folks… 2020 is off to anything but a smooth start. High class problem though? Here’s what all the fuss is about…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …

During a dynamic 2019, Infill Thinking: shipped 100 e-newsletters to active members, shipped 45 data-driven e-newsletter to Analyst Plan members, published 370 original written research updates, hosted 4 member meet-ups in key oilfield cities, conducted 4 field trips to put boots on the ground in key oilfield markets and gather market …

In our last Friday’s in December guest post of 2019, a “reformed Northern White Sand apologist” penned an op-ed piece on disruption in the frac sand industry. It hinted at something we’ve been hearing about for several months… something could be the next disruptive wave in frac sand supply… Login …

The whole boxes vs. silos last mile market debate continues to be a regular (and often contentious) topic of conversation that surfaces often in frac sand inner circles and at sand industry events. For this update, we decided to draw on the fleet data we maintain independently in house to …

Relative to sand production, last mile is certainly a relative bright spot at the moment. But we submit that too many… 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.) …

In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch that are deserving of a quick mention… Login to see the full update… To read this update and receive our research newsletters, you must be a member. …

Yesterday morning, a letter announcing the closure of of a huge pneumatic hauler crossed Infill Thinking’s research desk. Due to the gravity of the letter, we waited to publish it until we were able to confirm its authenticity with the company. We confirmed that it is genuine this morning after …

Food for thought. The one thing we do know with certainty is that change is the only constant we’ve ever been able to rely on in the oilfield marketplace. While some big step changes have been made over the past 15-20 years, there are always more to come… In this …