We are previewing key themes for 2019 that could influence last mile logistics for completions across the Lower 48. In this piece we share eight more themes with big implications There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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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 »Is The Pre-Frac Logistics Fear Factor Poised To Make A Comeback? [Last Mile 2019 Theme Preview Series 1/4]
In a three-part series starting with this update today, we preview cutting edge completions logistics themes to watch in 2019. In this part one, we discuss how industry perception of last mile logistics risk has changed (and why) along with a warning against complacency. We also discuss the cornucopia of …
Read More »This Week In Frac Sand, Divergent Datapoints Reveal A Tale Of Two Cities
Our channel checks reveal that the pain being felt by Northern frac sand producers continues to escalate at a rapid pace. Read the latest developments in the supply stack disruption rippling through this important completions segment here. There’s a lot more to this story… Login to see the full update… …
Read More »The Wellsite Frac Sand Storage Replacement Cycle Ends In 2018
All new gen wellsite storage suppliers have enjoyed remarkable growth trajectories, but how long will this continue to be the case? We examine a potential inflection point incorporating takeaways from a proprietary study we conducted in this update. There’s a lot more to this story… Login to see the full …
Read More »Will Electrified Frac Spreads Stay On The Fringe Or Go Mainstream? Here’s How This Story Begins…
In this update, we provide a deep dive on a new topic that is emerging from the fringes in fracing: Electric Frac Spreads. Fad or a game changer? We discuss, introduce the players, talk pros and cons, and provide an overview of this new niche… There’s a lot more to …
Read More »Sand Dollars: An Update On Permian Proppant Pricing Trends
After Hi-Crush’s news last week of a major contract win (pun intended) at a surprisingly strong price, we dug much deeper into the latest Permian Basin frac sand pricing trends this week. Please login to see this deep dive on Permian Basin frac sand price trends. There’s a lot more …
Read More »Unbundled E&Ps Now Consume More Than A Quarter Of US Frac Sand [Operator List & Demand Estimates]
In this data-intensive report in our Out Think series, we take an in-depth look at the growing trend of direct sourcing and frac supply chain unbundling. In This Report You Will See: Why More Operators Are Moving To Self-Sourcing A List Of Which Operators Are Self-Sourcing How Much Sand They …
Read More »Silica Valley – Software Startups Are Racing To Digitalize The Last Mile
When the term “new entrants” is mentioned in frac sand conversation, the focus immediately gravitates to the physical. New sand producers, new plants, new well-site storage containers, and new trailer fleets have been all the rage lately. Hardware gets the headlines, but new software solutions have swept in too. A …
Read More »Mapping The Dunes – 6 West Texas Frac Sand Plant Maps [PDF Download]
After recent requests from subscribers, we’ve refreshed several different looks at the West Texas frac sand scene. Subscribers are able to download maps in pdf form. 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 …
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