Rumblings are growing louder about a potential new Texas law that could carry some weight in how sand travels in Texas’s last mile market (pun intended). In this exclusive report, check out what we’ve learned about the potential legislative change. There’s a lot more to this story… Login to see …
Read More »‘Tis The Season… To Miss Truck Drivers. There’s An All-Out Last Mile Scramble Underway As 2018 Draws To A Close
Just before the ball drops ushering in the new year, we are hearing about widespread supply chain disruption from seasonal driver shortages leaving frac crews unsanded in Texas. In this report, read full analysis including what’s going on, why, where, why it matters, and what’s next. There’s a lot more …
Read More »Musings On Frac Sand Hauling From The Cab Of A Small Carrier [Guest Post]
It isn’t always easy being small in a big space, but in the frac sand trucking business, small isn’t always bad, either. Our guest author today formed a sand hauling outfit with just a couple trucks in early-2015, just as oil prices began to plunge. Today, he is running 40 …
Read More »Building A Better Mousetrap In The Last Mile Is Not Enough Anymore
In Infill Thinking’s big 2019 logistics preview last week, one of the topics we broached was whether late entrants in the frac sand wellsite solutions market will be able to displace the incumbent new gen solutions. We wanted to elaborate on that a bit today. Is it enough to simply build …
Read More »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 »The Evolution Of Last Mile Logistics [Chart Of The Day]
Today, we thought it’d be interesting to take a look at a timeline of the last mile S-Curve shift. The result was interesting. 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 Top 5 Permian Frac Sand Mines In Each Sub-Market Ranked By Drive Times
We refreshed our drive time analysis for the X local Permian Basin frac sand mines that we consider “firm” (either operational or showing progress moving towards first production). For this analysis, we force ranked the Top 5 mines for each key Permian sub-market based on proximity. There’s a lot more …
Read More »Automatize Takes An “Airbnb” Style Approach To Last Mile Logistics [Silica Valley Series]
This is the third installment in our Silica Valley Series which shines the spotlight on an increasingly critical part of the frac value chain: new software solutions in the last mile. A crop of new entrants are improving the frac sand industry’s “mind-muscle connection” on the highways from origin to …
Read More »Permian Frac Sand Truck Demand And 6 Factors That Could Reduce The Need [Chart Of The Day]
So how many trucks will West Texas frac sand require in the last mile? We have estimates… 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 …
Read More »The New Face Of Frac Sand? Permian Startups Take The House Floor In Austin [Testimony Recap]
Last Wednesday, Hayden Gillespie (Chief Commercial Officer of Black Mountain Sand) and Bud Brigham (Chairman of Atlas Sand) testified in front of the Texas House Of Representatives Energy Committee. If you missed their testimony, no worries took it in and recapped the highlights here. Some interesting market intel and perspective on …
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