Unbundling works until it doesn’t. And some E&Ps are finding that it doesn’t right now… 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 »Permian Trucking Shortage Improves 20-50%. Now A Big Freight Rate Reset Is Underway
What’s new in the trucking pain point for the frac supply chain this week? We discuss… 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 »Trucking Crunch Update Plus New CNG Trucks Roll Out In Frac Sand Land
Trucking talking points from a painfully strained week 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 …
Read More »A Perfect Storm – The Last Mile Holiday Crunch Is Really Bad This Time
Every year, sand trucking is a problem from Christmas through early-January. This year it appears to be worse than normal… 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 »10 Frac Supply Chain Predictions For 1H2022
Happy New Year! Oil prices firmed up over the holiday break, putting the 4Q21 flash crash scare firmly in the rearview mirror. Here’s some thoughts on what’s coming next in the oilfield market place… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Trucking Is Emerging As The Most Concerning Chokepoint To Shale Growth Through 1Q22
Resourcing the last mile on frac jobs is tough now, but it could be EXTREMELY chaotic in Jan 2022, even by typical first quarter standards. 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 …
Read More »A Sand Hauler Starts A Fast-Paced ESG Re-Fleeting Mission…
We’ve recently covered the CNG re-fleeting efforts of several last milers including Detmar Logistics and Sand Revolution. This week, we learned that… 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 …
Read More »“The Good Old Days Of Sand Hauling Are Over” [EXCLUSIVE]
Over the weekend, we broke the news that 1845 is shutting down its oilfield division and selling their commercial operation (see link). This morning, we had a chance to talk about the news by phone with 1845’s President… There’s a lot more to this story… Login to see the full …
Read More »BRUTAL Business… A Second Sand Hauler Exits In As Many Days
Over the weekend we shared bad news about a large carrier closing shop. They weren’t the only sand hauler to call it quits last 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 …
Read More »Yet Another Large Carrier Exits The Oilfield As Trucking Hardships Continue
More bad news in the sand hauling 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 new to Infill Thinking, or your membership has expired, please email us …
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