As most Infill Thinking readers know, E&P operators often require their pressure pumpers to use multiple size grades on shale / tight oil wells. In fact, several grades are often used in the same stage. Is that about to change? There’s a lot more to this story… Login to …
Read More »Controversial New Texas Bills Have BIG Implications For Frac Last Mile, Water Hauling, & Crude Hauling
New bills proposed in the Texas legislative session have potentially massive implications for insurance and commerce in the oilfield trucking business (crude, sand, water, etc. hauling in the oilfield could all be impacted). There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Sand Icicles & Frozen Hoses – Texas Frac Not Thawing Out Yet… [Photos From The Field]
Sometimes a picture is worth a thousand words, and here are several that Infill Thinking members shared… 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 »Last Mile Problems Make An Earnings Season Appearance
An thorn in the side of the frac industry that we’ve been reporting on for over a month has surfaced on an earnings call…. 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 …
Read More »Last Mile Still A Hot Mess
Frac customers continue to struggle with trucking. As sand supply now becomes a challenge too, the last mile problems are compounded. Here is the latest from our last mile channel checks. There’s a lot more to this story… Login to see the full update… To read this update and receive …
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 »Sand Customers Talk Supply Chain – From Damp Sand To AI To Bundling, Proppant Type, Volume/Well & More…
When frac customers talk, we listen. And here’s what we are hearing about their frac supply chains… 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 »The Beginning Of An Asymmetric Frac Sand Mining Recovery?
3Q20 was an up quarter sequentially in the proppant industry. We estimate demand increased x-x% from the 2Q20 bottom. But not all mines are sharing equally as volume edges upwards off the bottom… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Liberty Responds (Indirectly) To A Peer’s Sweeping Supply Chain Reform With Their Own View On The Topic
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. …
Read More »Why The Big 3 Bundling Push Is Not Going to Work [Guest Opinion Piece]
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 …
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