Over the weekend, we broke the news that 1845 is shutting down its oilfield division and selling their commercial operation (see link). This morning, we had a chance to talk about the news by phone with 1845’s President… There’s a lot more to this story… Login to see the full …
Read More »BRUTAL Business… A Second Sand Hauler Exits In As Many Days
Over the weekend we shared bad news about a large carrier closing shop. They weren’t the only sand hauler to call it quits last 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 …
Read More »Yet Another Large Carrier Exits The Oilfield As Trucking Hardships Continue
More bad news in the sand hauling 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 new to Infill Thinking, or your membership has expired, please email us …
Read More »Texas Frac Sand Hauling Market Share [Chart Of The Day]
Want to know how many trucks are hauling Texas frac sand and who controls them? We don’t have all the answers, but we have some of them…. 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 »The Trucking Pain Point Is Officially A Major Oilfield Theme & A Key Shale Inflation Risk To Watch Into Mid-3Q21
An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 »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 »Research Recap: Frac Supply Chain Disorder In 2021
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…. 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 »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. 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 »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… There’s a lot more …
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