Infill Thinking will participate in the Petroleum Connection’s sold-out Frac Sand Industry Update conference in Houston on February 6. Our founder, Joseph Triepke, will moderate the last mile & logistics panel at the event. Here is a preview of what’s on our mind headed into this discussion… There’s a lot more …
Read More »In Other News… People On The Move, Building Spec Frac HHP?? EOG’s Bet Pays Off, The Brady Bunch, & Davos Datapoints…
In addition to the in-depth Infill Thinking research updates published this week, 7 quick hits crossed our desk that we believe are worth a mention. So here are some digestible nuggets of market intel. There’s a lot more to this story… Login to see the full update… To read this …
Read More »Transload Truncation – Devon Squeezes Oklahoma Terminal
We break down the latest renegotiation in the frac sand industry, one of many we believe are either culminating or ongoing as a volatile year winds down. 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 »Who Bought The Black Mountain Silos? A Picture Is Worth A Thousand Words…
While there has been quite a bit of speculation over the buyer since we first reported the divestiture back in early-November, this is the first official confirmation. After making an important boots-on-the-ground observation over the weekend, we contacted a company spokesman and confirmed our firsthand observation. There’s a lot more …
Read More »In The News: Infill Thinking Insights Cited On Rail Service Changes
Infill Thinking insights were cited in an in-depth article published by Wisconsin State Journal writer Chris Hubbuch over the weekend. In part, Hubboch’s story discusses how recent changes in rail service options available to Northern White Sand producers are rippling through the logistics value chain, quoting Infill Thinking research. We first …
Read More »Could Local Sourcing Really Ever Go To This Extreme? Never Say Never… But We Play Devil’s Advocate
The past couple years of shockingly expedient frac sand disruption has taught us to expect the unexpected and never say never. Could a new concept proposed by an Infill Thinking reader be the next big game-changing step change in this unbelievably dynamic market niche? There’s a lot more to this …
Read More »2019 Last Mile Preview: Compression, Judgement Day, Silica Valley, Replacement Fatigue, Pneumatics, and more… [4/4]
We are previewing key themes for 2019 that will help shape and influence last mile logistics for completions across the Lower 48. In this piece, we address how frac crew efficiency gains impact logistics, the first US last mile solution to go overseas, software, the biggest pain of direct sourcing, …
Read More »The Manifest Shift Just Got Real With “Some Lumps” In Implementation. Meanwhile, Sand Cars Decline. [5 Train Takeaways]
It’s earnings season and if your office looks anything like ours, you’re probably up to your eyeballs in reading material. So we’ll cut to the chase 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 »Boxes Vs. Silos, Sleepers Vs. Day Cabs, Rail Vs. Trucks & Other Key Last Mile Debates And Dilemmas From San Antonio
Last week’s frac sand conference in San Antonio, hosted by the Petroleum Connection, featured some of the most thoughtful logistics panels that we’ve seen at any oilfield industry event. With three panels on focused squarely on logistics, frac sand hauling and handling issues featured prominently into the discussion. The challenges …
Read More »Railing Local Permian Sand Outside The Basin Might Be History. Is Railing It Inside The Future?
By this time next year, you may be hearing a whole lot more about a new way to move local sand. In this Thinking Ahead update, we “do the numbers” on a cutting edge idea in sand logistics. There’s a lot more to this story… Login to see the full update… …
Read More »