In the Permian, we hear much less about sand driver shortages than we used to here recently. Not so in the… 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 »New Recruiting Platform Aims To Solve Sand Hauling Headaches…
An interesting development / newcomer arrives in the sand hauler recruitment scene… 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 …
Read More »Tense Trucking Situation Persists As Getting Sand To Fracs Proves Difficult In Early-2021
An update on the transportation issues ripping through the frac market after additional channel checks this week… 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 …
Read More »Another Large Carrier Rolls Up Their Sand Hauling Operations
A datapoint this week emphasizes the disruptive impact that a combination of automation software and depressed rate sheets is having on the frac sand hauling industry as another large carrier rolls up and…. There’s a lot more to this story… Login to see the full update… To read this update …
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 Quality Carrier’s Permian Exit Escalates Frac Supply Chain Sustainability Questions [Read The 2nd Letter]
A good, quality, upstanding outfit just exited stage left. While industry-wide capacity reductions are needed, we see this news as a bad omen for the industry at large… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
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 »Starting To Sound Like A Broken Record… But There’s ANOTHER Bankruptcy In Frac Sand
The “Summer Of Restructuring” continues in frac sand. This week, we identified a third Chapter 11 filing in the space… 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 …
Read More »Reports Of Schlumberger’s Hauling Demise Are Greatly Exaggerated…
What’s really going on with Schlumberger’s trucking unit? We discuss the story behind the story here… 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, …
Read More »Texas Swing: A Game-Changing Last Mile Logistics Bill Has Been Drafted. Here’s What We Know… [Exclusive]
Rumblings are growing louder about a potential new Texas law that could carry some weight in how sand travels in Texas’s last mile market (pun intended). In this exclusive report, check out what we’ve learned about the potential legislative change. There’s a lot more to this story… Login to see …
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