Tag Archives: last mile logistics

As we write, a brand new wellsite storage system is on the road making its journey towards a West Texas where it will attract quite a few spectators over the next few weeks. It’s arrival in the Basin tomorrow will mark the first time this system has entered the Texas …

17 photographs of physical operations appear in the new Hi-Crush slide deck released alongside their earnings report on Tuesday evening. 10 of these images depict… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

At this publication, we tend to steer clear of “stock talk.” As regular readers know, our focus instead is getting deep into the weeds on corporate strategy, industry trends and the people that drive this industry forward. Furthermore, our staff does not personally invest in or trade individual stocks in …

Boxes vs. pneumatics? It’s a long standing argument. Even without that competitive dynamic, it’s been tough in the sand hauling business with rates under pressure for the past 12-24 months. Here’s the latest datapoint we’ve picked up with implications for the frac sand hauling market… Login to see the full …

The “Summer Of Restructuring” continues in frac sand. This week, we identified a third Chapter 11 filing in the space… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members …

We take you deep inside the 1s and 0s of another frac sand last mile software platform as our Silica Valley series rolls on. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …

After learning about a new system’s arrival in the US from industry sources, we caught up with the management team behind the deployment. We have learned the following information about this new Lower 48 deployment: Login to see the full update… To read this update and receive our research newsletters, …

We believe that new gen supply of wellsite frac sand storage systems climbed above demand for the first time in late-4Q18. Long time readers may recall this deep dive analysis from September 2018 outlining the new gen growth trajectory and coming inflection. Here’s what’s new since then… Login to see …

I don’t say this often, but this op-ed guest post is a must-read. It might be a wake up call for some folks. It’ll no doubt serve as confirmation for others. And while some of the piece is controversial, I suspect that more readers than not will be nodding their …

Last week, our team had a chance to spend a little time in the Marcellus/Utica. In addition to gathering some general observations about the market, we visited a Sahara wellsite storage system and spent some time talking with management. Here is what we learned about the system and management’s deployment …