Tag Archives: last mile logistics

The frac sand logistics market is a happening place these days. Here’s a few things we’ve uncovered in the past week or so… Have you seen these yet? There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

With the transformational impact of in-basin frac sand being written about by some of the mainstream press this week, we figured it’d be a good time to dust off our In-Basin Frac Sand Economic Impact Study published on InfillThinking.com two months ago back in early-January. If you joined Infill Thinking …

This is our fifth and final installment of Permian Points (quick notes from the road) from the first of two February trips we made to West Texas to gather on-the-ground market intelligence. Revisit Permian Points 1-4 at the links below: Permian Points 1 Permian Points 2 Permian Points 3 Permian …

On Tuesday evening, Solaris reported 4Q17 earnings. On Wednesday morning, we live-blogged our takeaways as we listened to their conference 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 member. If you …

Things are happening fast in the oilfield / sandpatch right now. In addition to the Infill Thinking research updates published this week, some third-party stories crossed our desk that are worthy of passing along. All links will open a third-party article in a new tab. There’s a lot more to …

Here’s a Tyner Energy Tweet – good follow on Twitter by the way – that will probably resonate with anyone that has i) spent time in the Permian oilfield and also ii) seen the movie Mad Max which features a fantastical fleet of muscle trucks racing around a post-apocalyptic desert. …

Last week, first Schlumberger and then Halliburton issued US onshore profit warnings for their completions businesses. Halliburton explicitly cited the frac sand supply crunch caused by railroad downtime as the primary culprit. Since then, we’ve had a chance to catch up with multiple private participants in this market to try …

Last Friday, we mixed with 150 attendees at the frac sand industry conference hosted by the Petroleum Connection in Houston. The event was oversubscribed – there was a waiting list of 20+ potential attendees. Here are our key takeaways from the conference. There’s a lot more to this story… Login …

Two months before ELD phase-in last year, we called on industry contacts to help illuminate the risk posed to oilfield activity by this new regulation. The results foretold significant adverse impacts in the already tight oilfield hauling business. With ELD phase-in turning one-month old last week, we caught up with many …

Here’s the very latest on the 4mmtpa Black Mountain frac sand plant that is scheduled to start up this month. 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 …