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Tag Archives: last mile

With The Oilfield Staring Into The Abyss, We Talked About Downturn Risks With Contacts In Houston This Week…

April 11, 2025 Quick Thoughts

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Atlas Dune Express Conveyor Update – Takeaways From Our CEO Chat & Site Visit

April 1, 2025 Infill Thoughts

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Another Sand Hauler Headache Emerging In Early-2025

March 24, 2025 Infill Thoughts

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A Big Sand Hauler Getting Bigger In The Permian

February 10, 2025 Infill Thoughts

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Get Hosed! PropX Has Proven The Slurry System Works. Now E&Ps Consider Use Cases…

January 20, 2025 Infill Thoughts

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We Saw A Lot On The Road In WTX & NM This Week… Quick Thoughts Ahead Of More Details Next Week…

January 17, 2025 Infill Thoughts

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A Frac Sand Industry First Happened Sunday. We’ll See It In Person Thursday…

January 14, 2025 Quick Thoughts

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Shale’s Year In Review – Key Oilfield Themes, Our Top 24 Reports Of 2024, & Last Shale Monthly Data Update Of Year

January 3, 2025 Infill Thoughts

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PropX Slurry Project Update – Gotta Walk Before You Run [Exclusive Conversation With Management]

November 15, 2024 Infill Thoughts

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Refreshing Our Wellsite Storage Fleet Estimates As Piles Pile Up [DATA ALERT]

September 13, 2024 Infill Thoughts

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TIMELINE

  • October 27, 2026

    People On The Move In The Frac Sand Space

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

  • October 27, 2026

    OFS Context For This Week’s Natural Gas Mega-Merger

  • October 23, 2026

    Thoughts On Frac Crews Catching Up To Rigs [Chart of the Day]

  • October 23, 2026

    We Talked. Now They’re Talking. How Do Our Frac Trends Compare To OFS Company Statements?

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