By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 »Wellsite Storage Market Commentary From A Silo Provider
Our quick takeaways relevant to the broader frac supply chain market from… 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 …
Read More »New Last Mile Gear Goes Live In The Permian Basin [Photos And Analysis]
A new and improved wellsite storage system has deployed in the Midland Basin… 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 »Foreclosure Sale At Big Last Mile Logistics Firm Will Likely Do Little More Than Change The Equity Structure
On Wednesday afternoon, several newspapers (including the Dallas Morning News and Houston Chronicle) ran a public notice regarding a foreclosure sale involving a large last mile logistics firm scheduled for mid-August. Here’s our understanding of this fluid situation… There’s a lot more to this story… Login to see the full …
Read More »Potential Mobile-Mini Plant Deployments & Frac Crew Reactivations. Green Shoots Can Be Found If You Look Hard Enough!
News on the in-field sand production front could be brewing… Meanwhile a handful of crews are going back to work as the industry expects a couple dozen “fractivations” this quarter.
Read More »Back To Ops Basics… With A New Record Achieved In Frac Sand Last Mile Logistics This Week
In this time of business turmoil, operational issues can seem like an afterthought. In a piece several weeks ago, we presented data showing how the pandemic and oil price crash have distracted industry leaders from critical field development optimization issues. In this update, we argue that it’s time to get …
Read More »Nowhere To Go But Up? Taking The Oilfield’s Pulse As The Dust Settles On An Epic Downturn
By putting our heads together as a group, Infill Thinking members will establish an important baseline this summer for understanding the “what now” and “what next” in the new paradigm emerging for the oilfield marketplace after the worst crisis in shale’s history. There’s a lot more to this story… Login …
Read More »New Developments In The Newest Last Mile Legal Tussle
Last week, we covered the latest legal battle in the last mile logistics market with several updates. Here are the latest new developments in the case… 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 »A Fiery Response To Frac Sand Insolvency Lawsuit [Read The Letter]
Yesterday we summarized the plaintiff’s arguments, which have market implications in the last mile. Today we cover the defendant’s response…. 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 »Last Mile Logistics Contractor Challenges A Public Frac Sand Producer’s Solvency In Court After Non-Payment
A last mile logistics firm has asked the court system to declare a leading frac sand producer insolvent, which would nullify a big service contract. In the legal process, some interesting market data is coming to light… There’s a lot more to this story… Login to see the full update… …
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