After talking with the creators behind it, we learned some interesting stuff about the frac sand supply chain’s second wet sand storage system for final mile… 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 …
Read More »Quick Thoughts On Frac Sand: Seller’s Market But Calm, More Kermit Mines?, Wet Sand Ups & Downs, & more…
All you need to get up to speed on the latest developments in the frac supply chain can be found here. Grab a cup of coffee and tuck into this report! There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Quick Thoughts On Last Mile: New Wellsite Storage Systems, Market Equilibrium, Throwing Shade, & more…
Some interesting last mile datapoints to know… 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 expired, please email us to …
Read More »Good News Could Be Brewing For E&Ps In The Last Mile Market
An interesting / surprising inflection in the mainstream narrative around trucking is worth watching for everyone in the frac supply chain. 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 »Pressure Pumper Talks About Big Downtime From Frac Supply Chain Shortfalls (Sand, Water, Trucking)
Sand, water and trucking aren’t easy and multiple pressure pumper have been fighting an uphill battle on these fronts. One pumper talked about the challenge 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 …
Read More »A More Effective Rebundling Catalyst Than Pressure Pumper Marketing? Unbundling Can Increase “Bungling” Risks In This Sand Market
Unbundling works until it doesn’t. And some E&Ps are finding that it doesn’t right now… 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 »Permian Trucking Shortage Improves 20-50%. Now A Big Freight Rate Reset Is Underway
What’s new in the trucking pain point for the frac supply chain this week? We discuss… 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 »Trucking Crunch Update Plus New CNG Trucks Roll Out In Frac Sand Land
Trucking talking points from a painfully strained week in the frac supply chain… 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 …
Read More »A Perfect Storm – The Last Mile Holiday Crunch Is Really Bad This Time
Every year, sand trucking is a problem from Christmas through early-January. This year it appears to be worse than normal… 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 »10 Frac Supply Chain Predictions For 1H2022
Happy New Year! Oil prices firmed up over the holiday break, putting the 4Q21 flash crash scare firmly in the rearview mirror. Here’s some thoughts on what’s coming next in the oilfield market place… There’s a lot more to this story… Login to see the full update… To read this …
Read More »