Tag Archives: logistics

We had a full schedule of meetings with industry leaders during our recent trip to Fort Worth, including a well attended reader meetup. 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. …

We welcomed about 40 Infill Thinking subscribers for coffee, knowledge sharing, and networking on Monday in Fort Worth. 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 …

We spoke directly with ex-Solaris CEO Greg Lanham on Monday evening to learn more about his next move. 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 …

Last week an executive affiliated with the newest acquirer on the frac sand block emailed us to let us know they are targeting frac sand logistics assets. During our phone conversation with the acquisition firm, we learned that… There’s a lot more to this story… Login to see the full …

Never a dull moment in pressure pumping. See what we landed in our “datapoint fishing net” during the past 48 hours. 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 …

In our 2Q18 oilfield earnings season preview earlier this week, we wrote that Northern White Sand displacement anecdotes in the Permian Basin were likely to be heard on this upcoming round of conference calls (see point 6). It didn’t take long for this prediction to pan out… the first datapoint …

Clearly the forceful jury verdict in the last mile solution case this week is a significant win for the plaintiff, but final outcomes for the defendant could still span a wide range of possibilities… and have big implications for the last mile marketplace. There’s a lot more to this story… …

A team of last mile specialists breaks down the MidCon sand procurement scene, digging deep into well, transload, and mine data to determine mileage differentials as procurement shifts to local sands. Don’t miss this chart and map… There’s a lot more to this story… Login to see the full update…  …

Is the frac sand greenfield rush of 2017/2018 finally over? It’s a question worth asking since each of the Big 4 markets are now flush with planned local sand supply. In the chart below, we compare our total 2019 frac sand demand estimates for four major markets to announced local frac …

Epic quantities of frac sand and water will fracture a lot of low permeability rock in the Lower 48 this year. This same sand and water has also fractured the US oilfield supply chain. Conventional wisdom on market segmentation and task ownership is now being challenged. The chain of custody …