On Monday morning this week, we sent out an email survey to a select group of industry insiders who subscribe to Infill Thinking. We asked these folks to provide feedback anonymously on the risk to oilfield activity posed by phase-in of electronic logging device regs this December. We got some insightful …
Read More »Will “Rolling Protests” Go Viral Like NFL Kneeling And Delay ELD Regulation?
A new protest has begun in the trucking community. It is starting small, but it is highly visible and could spread fast to the national stage. It has big implications for the oilfield. If the movement continues to grow, it could be a near-term negative for US onshore activity levels, …
Read More »All Of Our Permian Field Trip Quick Hits Organized By Topic
Infill Thinking staff spent a full week in the Permian Basin in August 2017, touring facilities and visiting with contacts and management teams. We’ve collected 43 “quick hits” – crowd sourced datapoints and general market observations. Our time in the Permian was spent on the completions supply chain, particularly around …
Read More »Nameplate Kermit Sand Trucks Would Circle The Earth – Drive Time Rankings & Capacity Distribution [Part II]
A year from now on the Kermit blacktop, it will be 110° Fahrenheit with a 90% chance of gridlock. We believe competitive advantage will increasingly be tied to location and logistics as in-basin mines battle for market share. In this update, we rank each of the hopeful new mines based …
Read More »Trucking All That Kermit Sand: Hidden Delays & Major Routes [Part 1]
Today we are kicking off a two part series addressing the trucking needs for yet-to-be-produced Permian Basin frac sand. In this installment, we have maps of the mines vs. major trucking routes to well sites. We have also recorded some thoughts on the hidden logistics challenges that no one is …
Read More »Indirect/Hidden Costs Are Posing An Increasing Threat To E&P [Guest Post]
Each Friday in June, we are passing the keyboard to one of our readers to share perspective from the field. We have handpicked these experts in their fields to share insights on key oilfield trends and debates. In today’s piece, online marketplace RigUp offers cost and market transparency on the Lower …
Read More »A Massive Paradigm Shift In Frac Sand’s Last Mile Is Happening Now
Retail giant Amazon and the hydraulic fracturing business have something in common: costly and complex last mile logistics. Distributing proppant requires just as much sophistication as distributing Echo Dots, Yeti Tumblers, and Kleenex. In 2017, more truckloads of sand per well will be pumped than ever before. The frac industry is trying …
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