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 »Tense Trucking Situation Persists As Getting Sand To Fracs Proves Difficult In Early-2021
An update on the transportation issues ripping through the frac market after additional channel checks 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 must be a member. If you are new to Infill …
Read More »One-On-One With Ron Gusek About Libertized Frac Sand
This week at the Petroleum Connection’s frac sand conference in San Antonio, we were honored to conduct a “fireside chat” with one of the most respected executives in the industry – Ron Gusek, President of Liberty Oilfield Service. There’s a lot more to this story… Login to see the full …
Read More »Liberty Responds (Indirectly) To A Peer’s Sweeping Supply Chain Reform With Their Own View On The Topic
An interesting conversation was had on Liberty’s earnings conference call this week that is directly related to a recent Infill Thinking exclusive report. 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. …
Read More »BIG Change Arrives In A BIG Frac Supply Chain? [Exclusive]
There is ample talk in the frac market this week about a potential deal with big implications for the oilfield value 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 …
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 »Hunch Confirmed… NOV SandBank Bound For Vaca Muerta
On September 16, Infill Thinking covered the deployment of an NOV SandBank system, writing that the system could be headed to Argentina’s Vaca Muerta Shale. At the time, the destination had not been publicized by the players involved and the origin was an Eagle Ford yard. Now about a week …
Read More »Two Years Post-Commercialization, A New Last Mile Solution Rolls Out… But Where To? Here’s A Hunch…
An interesting development in the last mile caught our attention this week… here’s what we know and what we are looking into… 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 …
Read More »Why The Big 3 Bundling Push Is Not Going to Work [Guest Opinion Piece]
After publishing our deep dive piece on the Liberty / Schlumberger transaction’s implication for the frac supply chain last week, we heard from many Infill Thinking members. This piece from an unbundling expert/entrepreneur is the result of one of those conversations… There’s a lot more to this story… Login to …
Read More »How Will The Liberty Deal Reverberate In The Frac Sand Value Chain? [A Special 3-Part Report]
Now that we’ve all had a couple days to process the biggest frac industry news in quite a while, what does the M&A transaction mean for the proppant supply chain? Specifically frac sand and last mile logistics pure-play vendors? We have some strategic recommendations and actionalbe analysis on the competition …
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