We round up 7 interesting datapoints in the frac supply 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 you are new to Infill Thinking, or your membership has expired, …
Read More »In Other News… 1st Driverless Sand Load, Bad Sand Truck, Marcellus & Eagle Ford Visits, STX Datapoints, People On Move, Quakes, & more…
10 quick (but notable) items worth of Infill Thinking members’ attention today… 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 has …
Read More »Friday Follow Up: Course-Correcting Our Recent Report On SCOTUS Ruling
Some quick follow-up thoughts / corrections to a datapoint we discussed earlier 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 Thinking, or your …
Read More »In Other News… Frac Sand Rebrand, 2 Shale IPOs, Protest Convoy In The Dunes, Regulatory Power Drain, Beryl, New Name In Pile Game, & More…
10 quick (but notable) items worth of Infill Thinking members’ attention today… 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 has …
Read More »With Big Savings In The Bag, Truck Customers Should Take The Win And Reconsider Values Before It’s A Pyrrhic Victory – Lowball Loads Aren’t Safe, Reliable, Or Sustainable
Thoughts on buyer behavior in frac supply chain – take the win, don’t turn it into a pyrrhic victory! 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 …
Read More »Why Are Sand Haulers Exiting? Here’s Some Math That Every Trucking Customer Should Consider
Math to illustrate why quality carriers are dropping out of the frac sand market. 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 …
Read More »Sand Hauling Carriers Start Tapping Out Amid Rate Pressure, Higher Costs
New datapoints extend a trend we warned about a couple months ago… 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 has …
Read More »In Other News… H2O M&A, Werewolves 🤝 Scorpions, Aqua Prop Reaction, WTX AI Data Centers, & more…
7 quick (but notable) items worth of Infill Thinking members’ attention today… 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 has …
Read More »In Other News… People Moves, Ft Worth Topics, A New Pile, Sand Contract Nugget, 4-Mile Sand Placement, & More…
7 quick (but big) items caught our attention in the frac supply chain 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 Thinking, or …
Read More »Discontent. Revolt. Walkout. Will Sand Haulers Go On Strike To Protest Rate Cuts?
For distressed last mile players, a last resort move might be in the works. 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 …
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