The “Summer Of Restructuring” continues in frac sand. This week, we identified a third Chapter 11 filing in the 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 …
Read More »Reports Of Schlumberger’s Hauling Demise Are Greatly Exaggerated…
What’s really going on with Schlumberger’s trucking unit? We discuss the story behind the story here… 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, …
Read More »Texas Swing: A Game-Changing Last Mile Logistics Bill Has Been Drafted. Here’s What We Know… [Exclusive]
Rumblings are growing louder about a potential new Texas law that could carry some weight in how sand travels in Texas’s last mile market (pun intended). In this exclusive report, check out what we’ve learned about the potential legislative change. There’s a lot more to this story… Login to see …
Read More »2019 Last Mile Preview: The Year Of The Ninja, Unbundling Shockwaves, Max Payloads, Truck Ownership Questions, and more… [Part 2/4]
We are previewing key themes for 2019 that will help shape and influence last mile logistics for completions across the Lower 48. In this installment we share a half dozen key themes, including a list of up and comers to watch in this space, the importance of payload and what …
Read More »Monday Was EL’D-Day’ – A New Last Mile Logistics Era Has Begun
Well, after all the outcry leading up to mandate day, did anyone really expect a smooth start? On Monday December 18, soft enforcement of the new electronic logging device (ELD) rules began. We discuss what happened when shifts began in this new era and what it may mean for the …
Read More »Cattle Guards Cause Permian Sand Truck Traffic To Reroute
In July, we wrote about the risk of hidden delays for trucks carrying locally sourced frac sand from new plants direct to wells, noting that some challenges are impossible to understand by simply looking at a map. These are things like stop lights, rail crossings, road quality, school zones, left …
Read More »The Sand Truck Driver Shortage Is Spilling Over Into Crude Oil Hauling
If oil drivers are leaving for sand in larger numbers now, that would suggest that frac sand hauling rates may have reached a tipping point that converts drivers. We examine the differences in hauling oil vs. sand both pay and scope and discuss a potential tipping point that could have …
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