Last week, our team had a chance to spend a little time in the Marcellus/Utica. In addition to gathering some general observations about the market, we visited a Sahara wellsite storage system and spent some time talking with management. Here is what we learned about the system and management’s deployment …
Read More »In Local West Texas News… This Permian Mini-Documentary Is Worth A Watch
We encountered a mini-doc on the Permian boom this week that is worth a watch if you haven’t seen it yet. Note the prayer before the left turn into 285 traffic at 5:30am… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Hi-Crush Makes Acquisitions To Bolster Their Execution Capabilities In The Last Mile
Breaking news involving the acquisition of an innovative last mile boutique and a software platform that we’ve been covering for quite some time here at Infill Thinking… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Last Mile Delivery’s Heritage In The Canadian Sandpatch [Guest Post]
What were you up to in 1974? That’s when our guest author today started working in frac sand logistics. He’s seen it all and done it all. And he shares it all in this post. If you are a history buff, you are going to love this one… Two of …
Read More »A New Last Mile Software Solution With Roots Deep In Trucking Just Hit The Market [Silica Valley Series]
This is the fourth installment in our Silica Valley Series which shines the spotlight on an increasingly critical part of the frac value chain: new software solutions in the last mile. A crop of new entrants are improving the frac sand industry’s “mind-muscle connection” on the highways from origin to …
Read More »As Unbundling Spreads, A Leading Pressure Pumper Says It Doesn’t Work [Customer Commentary Recap]
In our latest round of channel checks, we continue to hear more E&Ps direct sourcing and more openness among pressure pumpers to allow E&Ps to sand their own frac jobs. That said, some pumpers are still working hard to challenge the narrative. The customer is always right, so here’s what …
Read More »“Propveyor” – Plans For A New Permian Sand Midstream Solution Unveiled Thursday [Exclusive]
Infill Thinking learned about a new midstream concept for Permian Basin frac sand logistics that was later discussed publicly for the first time. 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. …
Read More »A Potential Clue About SandBox’s Next Move. And If This Is Their Next Vertical… It’s A Hot One
We found a hint about what SandBox might be up to next – recall that the company alluded to entering other verticals this year during their recent earnings conference call, which we live-blogged here. There’s a lot more to this story… Login to see the full update… To read this …
Read More »Permian Perspective Part One: Where We’ve Been, Thank Yous, & Full Throttle Local Sand Consumption
Our team’s week in the Permian Basin is flying by, and our notepad is filling up with boots-on-the-ground research takeaways. Here is our first round of observations from the world’s busiest oilfield… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Our Top 10 Takeaways From The Last Mile Logistics Panel
Last week at the frac sand conference hosted by Petroleum Connection in Houston, we moderated a discussion among four last mile logistics experts. Together, the firms represented on stage touch more than 20 million tons of frac sand per year in various capacities. This panel was a rare chance to …
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