On a chilly Permian morning a couple weeks ago, we spent some time with the management team behind a new, rapidly growing last mile solution. This week, the team is mobilizing a game-changing new hardware competent, which we are able to break the news on today. Here is what we …
Read More »A New Last Mile Software Solution With Roots Deep In Trucking Just Hit The Market [Silica Valley Series]
This is the fourth 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 »A Potential Clue About SandBox’s Next Move. And If This Is Their Next Vertical… It’s A Hot One
We found a hint about what SandBox might be up to next – recall that the company alluded to entering other verticals this year during their recent earnings conference call, which we live-blogged here. There’s a lot more to this story… Login to see the full update… To read this …
Read More »Our Top 10 Takeaways From The Last Mile Logistics Panel
Last week at the frac sand conference hosted by Petroleum Connection in Houston, we moderated a discussion among four last mile logistics experts. Together, the firms represented on stage touch more than 20 million tons of frac sand per year in various capacities. This panel was a rare chance to …
Read More »Railing Local Sand Within Basin – We Continue Along This Train Of Thought
A couple weeks ago, we broke in with exclusive details on the first ever intra-basin rail movements of locally-mined Permian frac sand. In this post we take the analysis a step further as our prior reporting has triggered exploratory interest from many of our readers. There’s a lot more to …
Read More »“Execution” Is Taking The Hand-Off From “Imagineering” In Completions Logistics [Last Mile Panel Preview]
Infill Thinking will participate in the Petroleum Connection’s sold-out Frac Sand Industry Update conference in Houston on February 6. Our founder, Joseph Triepke, will moderate the last mile & logistics panel at the event. Here is a preview of what’s on our mind headed into this discussion… There’s a lot more …
Read More »Press Release From The Defendant Confirms Analysis Of The Case Docket Last Week
Last Thursday, Infill Thinking broke the news about a ruling in a key last mile logistics battle after digging through court records to uncover an unsigned order from a judge. Today, other channels are also reporting this news as one of the parties involved has spoken out. There’s a lot more …
Read More »DEVELOPING: Did A Crucial Last Mile Legal Battle Just Come To A Close?
There’s some big news breaking in one of the longest running completions logistics legal battles. 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 Infill Thinking, or …
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 »2019 Last Mile Preview: Compression, Judgement Day, Silica Valley, Replacement Fatigue, Pneumatics, and more… [4/4]
We are previewing key themes for 2019 that will help shape and influence last mile logistics for completions across the Lower 48. In this piece, we address how frac crew efficiency gains impact logistics, the first US last mile solution to go overseas, software, the biggest pain of direct sourcing, …
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