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 …
Read More »Not Every Last Mile Solution Can Have A Bigger Piece Of Pie If The Pie Isn’t Growing…
Relative to sand production, last mile is certainly a relative bright spot at the moment. But we submit that too many… 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 …
Read More »Frac Sand Scattershooting – Bakken Bump, Permian Puzzler, Last Mile Solution Construction, and more…
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… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Another Large Carrier Exits Sand And Water Hauling. Read The Letter…
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 …
Read More »A Brief History Of Oilfield S-Curve Shifts, And A Couple To Watch…
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 …
Read More »More Sideline Stuff From The Big Completions Supply Chain Conference Last Week
Earlier this week we shared five talking points from our sideline conversations at the Petroleum Club’s completion supply chain conference last week. We wrap up our event coverage today with these additional points from our conversations. There’s a lot more to this story… Login to see the full update… To …
Read More »Sideline Stuff We Heard At The Petroleum Connection’s Frac Sand Supply & Logistics Conference Last Week
Everyone knows that you often learn just as much in the side hallways of industry events as you do in the main hall. In that vein, here are 5 interesting things that we learned in conversations with industry contacts at the event. These are pretty dense and provide plenty of …
Read More »Hot Takes From The Big Stage During Last Week’s Local Sand & NWS Panels At The Petroleum Connection Event
Last week’s three-day Petroleum Connection was the biggest event of the year in the frac sand supply and logistics industry, drawing over 500 attendees and the who’s who of the completions supply chain. The agenda was well constructed, and we tip our hats to the conference organizers for their thoughtful …
Read More »Monarch Silica Is Ramping In The Eagle Ford [Eagle Ford Stops Along The Road]
Last week during our Eagle Ford market intel gathering trip (see big picture highlights here), we stopped by the Monarch Silica frac sand production facility situated about 20 miles due south of San Antonio. In our meeting with management at the location we learned that… There’s a lot more to …
Read More »Tying It All Together: Mapping Logical Destinations For Utah Local Frac Sand [Part 4/4 Utah Sand Series]
We may be wrapping up our Utah frac sand spotlight series today, but our coverage of this emerging local sand market doesn’t end here. We’ll be reporting on the local sand story in Utah as first shipments begin later this year, reporting on adoption trends, competitive dynamics, quality, surety of …
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