Tag Archives: trucking

Two months before ELD phase-in last year, we called on industry contacts to help illuminate the risk posed to oilfield activity by this new regulation. The results foretold significant adverse impacts in the already tight oilfield hauling business. With ELD phase-in turning one-month old last week, we caught up with many …

Here’s the very latest on the 4mmtpa Black Mountain frac sand plant that is scheduled to start up this month. 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 …

Late Friday afternoon, Vista Proppants and Logistics formally announced their intent to go public. The Vista S-1 is packed with interesting revelations. If you don’t have several hours to pore over its 278 pages, here are our CliffsNotes: There’s a lot more to this story… Login to see the full …

A year from now, 20 new Permian frac sand mines could be operational if all build-out plans unfold as expected. Many risks linger in this story, particularly surety of supply at the wellhead and downhole performance. But let’s imagine for a moment a future world where the West Texas frac sand …

We believe the following 20 questions encapsulate the transcendent themes facing the US oilfield service market during 2018. These are not in any particular order. We have included plenty of context and background for each question, but we stopped short of answering them. As the new year begins, so much can still …

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 …

On Monday morning this week, we sent out an email survey to a select group of industry insiders who subscribe to Infill Thinking. We asked these folks to provide feedback anonymously on the risk to oilfield activity posed by phase-in of electronic logging device regs this December. We got some insightful …

A new protest has begun in the trucking community. It is starting small, but it is highly visible and could spread fast to the national stage. It has big implications for the oilfield. If the movement continues to grow, it could be a near-term negative for US onshore activity levels, …

Infill Thinking staff spent a full week in the Permian Basin in August 2017, touring facilities and visiting with contacts and management teams. We’ve collected 43 “quick hits” – crowd sourced datapoints and general market observations. Our time in the Permian was spent on the completions supply chain, particularly around …

A year from now on the Kermit blacktop, it will be 110° Fahrenheit with a 90% chance of gridlock. We believe competitive advantage will increasingly be tied to location and logistics as in-basin mines battle for market share. In this update, we rank each of the hopeful new mines based …