Our last mile deep dive published earlier this week resulted in the best 24-hour period for signups during Infill Thinking’s short five-month history. We share this not to brag. Instead, we see this as confirmation that the metamorphosis in frac sand’s last mile is indeed transformative with broad implications for the industry …
Read More »A Massive Paradigm Shift In Frac Sand’s Last Mile Is Happening Now
Retail giant Amazon and the hydraulic fracturing business have something in common: costly and complex last mile logistics. Distributing proppant requires just as much sophistication as distributing Echo Dots, Yeti Tumblers, and Kleenex. In 2017, more truckloads of sand per well will be pumped than ever before. The frac industry is trying …
Read More »A Massive Paradigm Shift In Frac Sand’s Last Mile Is Happening Now
Retail giant Amazon and the hydraulic fracturing business have something in common: costly and complex last mile logistics. Distributing proppant requires just as much sophistication as distributing Echo Dots, Yeti Tumblers, and Kleenex. In 2017, more truckloads of sand per well will be pumped than ever before. The frac industry is trying …
Read More »Running Out Of Frac Sand? Not If Startup Miners Can Help It…
Pressure pumping is heating up fast. After reactivating two frac spreads since mid-December, Patterson-UTI revealed yesterday that it will reactivate a third in 2Q17. After it closes on the Seventy-Seven acquisition, we estimate Patterson-UTI will be the fifth largest pressure pumper in the US. That means they get calls from …
Read More »Halliburton Picks A Partner For The Last Mile Dance
Six weeks ago, we identified last mile logistics for frac sand as a potential choke point in the 2017 recovery. Frac sand’s last mile is a tedious dance between operators, trains, trucks, pumps and thousands of tons of sand. Halliburton validated our concerns on Monday evening. There’s a lot more to this …
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