Tag Archives: last mile logistics

Several weeks ago and again on Tuesday, we highlighted a group of oilfield  firms that had yet to report 1Q20 earnings. We warned towards the end of the post that some might announce restructuring along with earnings. On Thursday, several of them did just that. One of them is the …

In this time of business turmoil, operational issues can seem like an afterthought. In a piece several weeks ago, we presented data showing how the pandemic and oil price crash have distracted industry leaders from critical field development optimization issues. In this update, we argue that it’s time to get …

We spotted some brand new equipment being deployed in an unexpected way in the downturn. This deployment strategy makes a ton of sense though… 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, …

Last week, we covered the latest legal battle in the last mile logistics market with several updates. Here are the latest new developments in the case… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …

Yesterday we summarized the plaintiff’s arguments, which have market implications in the last mile. Today we cover the defendant’s response…. 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 …

A last mile logistics firm has asked the court system to declare a leading frac sand producer insolvent, which would nullify a big service contract. In the legal process, some interesting market data is coming to light… Login to see the full update… To read this update and receive our …

In the company’s press release Thursday evening, Solaris said that activity could decline by 75% to 85% sequentially in the second quarter. This is in line with Infill Thinking predictions for US frac activity declines made here about three weeks ago. This deep activity cut prediction is also supported by …

We recently caught up by phone (observing social distancing) with the management team of a new entrant in the emerging mobile-mini frac sand plant market. Here’s what we learned about their plans and what they are doing differently… Login to see the full update… To read this update and receive …

When Phil Baxter recently asked me if I had looked into the big changes that were made in January to the FMSCA’s drug and alcohol policies (and the impact they could have on hauling capacity in the frac supply chain), I perked up and asked if he’d chime in on …

“We are signing up operators that want to move away from outdated and unsafe………….” That’s what one growing wellsite storage provider in the frac supply chain had to say about their wellsite storage solution displacing the competition on their conference call this week…. Login to see the full update… To …