We caught up with the management team of a fast growing last mile service provider making a fresh strategic push into the last mile category in frac. 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 Good Old Days Of Sand Hauling Are Over” [EXCLUSIVE]
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 »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 »Another Large Carrier Rolls Up Their Sand Hauling Operations
A datapoint this week emphasizes the disruptive impact that a combination of automation software and depressed rate sheets is having on the frac sand hauling industry as another large carrier rolls up and…. There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Another Large Carrier Exits Sand And Water Hauling. Read The Letter…
Yesterday morning, a letter announcing the closure of of a huge pneumatic hauler crossed Infill Thinking’s research desk. Due to the gravity of the letter, we waited to publish it until we were able to confirm its authenticity with the company. We confirmed that it is genuine this morning after …
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…. There’s a lot more to this story… Login to see the full update… To read this update and …
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