As January has turned to February, the dual completions bottlenecks of tight sand supply and tight trucking remain hot topics in the oilfield business. At Infill Thinking, we’ve published 14 updates on the frac friction this situation has caused so far this year (well, 15 updates if you count another …
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…. 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, …
Read More »The Permian Sand Market Got More Interesting Over The Weekend, & Other Proppant Market Buzz…
Snow, trucking, and is there as much sand available as you thought??? We discuss all this and more with an update of the latest proppant market buzz. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …
Read More »Sand Hauler Recruiting Is A Tougher Task In The Pandemic Era [Chart Of The Day]
This week, all the talk in frac sand insider circles has been about the sand hauling chaos. Here are three recent Infill Thinking pieces on this development: The Warning The First Signs The Story Continues Here we take a data-driven look at one of the culprits… Login to see the …
Read More »Last Mile Logistics As A Category [Friday Guest Post]
Wondering about how simulfrac trend factors into the last mile of the completions supply chain? We’ve got answers from an expert for you here today… 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 …
Read More »Boots On The Ground Frac Hauling Thoughts From A Dusty Texas Lease Road [Friday Guest Post]
We are honored to carry this very important member guest contribution from… 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.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …
Read More »Solaris Estimates The US Frac Crew Count Can Rebound 35-45% In 3Q20
Solaris Oilfield Infrastructure hosted their 2Q20 call on Friday morning. On the call, we…. 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.) Members get Exclusive research update newsletters High-caliber, data-driven analysis …
Read More »Will There Be Another Truck Shortage? [Guest Post]
Our guest author today formed a sand hauling outfit with just a couple trucks in early-2015, just as oil prices began to plunge. He has spent his entire life in and around trucks, and has a genuine passion for the trucking industry that is evident in the “state of the …
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…. Login to see the full update… To read this update and receive our research newsletters, you must be …
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… 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.) Members get Exclusive research …
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