Tag Archives: logistics

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 …

Everyone’s been focused on trucking in Texas. And trucking in Texas is tight. But it’s the devil you don’t know that’ll get you.  And during the first half of 2018, unanticipated disruptions in transportation modes not involving wheels have wreaked much more havoc in the shale frac sand transportation network. …

In the Silica Valley Series introduction, we noted that commercialization models vary pretty widely in the digital last mile space. Sand Tiger, the second software in our series, is quite a bit different from most in that it was built and developed by a trucking operations company with no intention to monetize …

When the term “new entrants” is mentioned in frac sand conversation, the focus immediately gravitates to the physical. New sand producers, new plants, new well-site storage containers, and new trailer fleets have been all the rage lately. Hardware gets the headlines, but new software solutions have swept in too. A …

In addition to the deeper Infill Thinking research updates published this week, three quick hits crossed our desk that are worthy of comment… 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. …

On Tuesday evening, Solaris reported 4Q17 earnings. On Wednesday morning, we live-blogged our takeaways as we listened to their conference call. 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 …

Here’s a Tyner Energy Tweet – good follow on Twitter by the way – that will probably resonate with anyone that has i) spent time in the Permian oilfield and also ii) seen the movie Mad Max which features a fantastical fleet of muscle trucks racing around a post-apocalyptic desert. …

Last week, first Schlumberger and then Halliburton issued US onshore profit warnings for their completions businesses. Halliburton explicitly cited the frac sand supply crunch caused by railroad downtime as the primary culprit. Since then, we’ve had a chance to catch up with multiple private participants in this market to try …

We met with Black Mountain’s management team on location in the Permian Basin last week. During our mine tour, we learned exclusive details about the company’s recent operational performance and new objectives for 2018/2019. There’s a lot more to this story… Login to see the full update…  To read this …

In addition to taking it all in from the West Texas roads this week, we’ve met with management at four in-basin sand mines, two OFS firms, and a regional transportation alliance. We also hosted a well-attended reader meetup in Odessa yesterday and have two more frac sand mine visits behind …