A year from now on the Kermit blacktop, it will be 110° Fahrenheit with a 90% chance of gridlock. We believe competitive advantage will increasingly be tied to location and logistics as in-basin mines battle for market share. In this update, we rank each of the hopeful new mines based …
Read More »Trucking All That Kermit Sand: Hidden Delays & Major Routes [Part 1]
Today we are kicking off a two part series addressing the trucking needs for yet-to-be-produced Permian Basin frac sand. In this installment, we have maps of the mines vs. major trucking routes to well sites. We have also recorded some thoughts on the hidden logistics challenges that no one is …
Read More »Frac Sand Bandits Are Selling Stolen Permian Truckloads On The Black Market [Exclusive]
There is a dark side to the booming Permian Basin frac market. This week, we followed a lead into the underbelly of the Permian Basin oilfield, investigating chatter we are now hearing about frac sand heists at transload terminals. We have now confirmed with multiple industry sources that recent thefts of …
Read More »Last Mile Talking Points For Houston Sand Summit Next Week
Next Monday at the Petroleum Club in Houston, the who’s who of the frac sand business will come together for the 2nd Annual Frac Sand Industry Update Conference. In a sign of the times, the event was oversubscribed so the venue has been expanded. By way of disclosure, we do not …
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 …
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Infill Thinking Lifting the O&G knowledge curve