In this update, we follow up on several recent Infill Thinking stories with what’s new. Follow-up topics include: wellsite storage replacement cycle appearing in the mainstream press. a new mine opens confirming an exclusive report. … … There’s a lot more to this story… Login to see the full update… …
Read More »The Wellsite Frac Sand Storage Replacement Cycle Ends In 2018
All new gen wellsite storage suppliers have enjoyed remarkable growth trajectories, but how long will this continue to be the case? We examine a potential inflection point incorporating takeaways from a proprietary study we conducted in this update. There’s a lot more to this story… Login to see the full …
Read More »CIG Fires The First Shots In A Brand New Last Mile Logistics Dispute… And Gets A Volley Back
We obtained and review new pleadings in the public record with implications for frac sand’s last mile logistics market this morning. We also exclusively received a statement in response from the named defendant. Login to read more. There’s a lot more to this story… Login to see the full update… …
Read More »Greg Lanham Joins The Sand Revolution
We spoke directly with ex-Solaris CEO Greg Lanham on Monday evening to learn more about his next move. 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 »Rough News Week For Permian Last Mile Logistics: TX 115 Section COMPLETELY Closed, Truck Kills Two, And Sand Cars Derail
It’s been a rough news week for Permian frac sand logistics. Incidents like this week’s fatal crash in Odessa remind us that driving is the most dangerous oilfield activity. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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 »More Questions Than Answers In The Wake Of Last Mile Logistics Jury Verdict
Clearly the forceful jury verdict in the last mile solution case this week is a significant win for the plaintiff, but final outcomes for the defendant could still span a wide range of possibilities… and have big implications for the last mile marketplace. There’s a lot more to this story… …
Read More »Shifting Sands: MidCon Last Mile Implications As STACK/SCOOP Proppant Procurement Evolves [Guest Post]
A team of last mile specialists breaks down the MidCon sand procurement scene, digging deep into well, transload, and mine data to determine mileage differentials as procurement shifts to local sands. Don’t miss this chart and map… There’s a lot more to this story… Login to see the full update… …
Read More »A Cryptic Capacity Cliffhanger And Artificial Intelligence For The Last Mile [2 Must-See LinkedIn Posts]
On Thursday afternoon, we gathered some market intel from LinkedIn posts. One left us with more questions than answers, and one got us thinking about last mile logistics optimization and truck reduction. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »PropX: 6,000 Boxes And Counting
PropX is growing and they are growing fast. In this update, read exclusive details we learned in a recent meeting with management about the company’s build cadence, trends in box per crew, business model, adoption rates, and the impacts of steel tariffs and OSHA regs. There’s a lot more to …
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