Tag Archives: wellsite storage

On Wednesday afternoon, several newspapers (including the Dallas Morning News and Houston Chronicle) ran a public notice regarding a foreclosure sale involving a large last mile logistics firm scheduled for mid-August. Here’s our understanding of this fluid situation… There’s a lot more to this story… Login to see the full …

News on the in-field sand production front could be brewing… Meanwhile a handful of crews are going back to work as the industry expects a couple dozen “fractivations” this quarter.  

In this time of business turmoil, operational issues can seem like an afterthought. In a piece several weeks ago, we presented data showing how the pandemic and oil price crash have distracted industry leaders from critical field development optimization issues. In this update, we argue that it’s time to get …

By putting our heads together as a group, Infill Thinking members will establish an important baseline this summer for understanding the “what now” and “what next” in the new paradigm emerging for the oilfield marketplace after the worst crisis in shale’s history. There’s a lot more to this story… Login …

Last week, we covered the latest legal battle in the last mile logistics market with several updates. Here are the latest new developments in the case… 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 …

Yesterday we summarized the plaintiff’s arguments, which have market implications in the last mile. Today we cover the defendant’s response…. 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 …

A last mile logistics firm has asked the court system to declare a leading frac sand producer insolvent, which would nullify a big service contract. In the legal process, some interesting market data is coming to light… There’s a lot more to this story… Login to see the full update…  …

In the company’s press release Thursday evening, Solaris said that activity could decline by 75% to 85% sequentially in the second quarter. This is in line with Infill Thinking predictions for US frac activity declines made here about three weeks ago. This deep activity cut prediction is also supported by …

If this virus can can shut down Major League Baseball and Disney Land, why should we expect that frac sites will be any different and stay open as virus reaction spreads? If this virus can empty dormitories because of spreading risk in close quarters, what about man camps? Here’s what …

When Phil Baxter recently asked me if I had looked into the big changes that were made in January to the FMSCA’s drug and alcohol policies (and the impact they could have on hauling capacity in the frac supply chain), I perked up and asked if he’d chime in on …