Multiple last mile / wellsite storage system technologies working in the US today hail from Canadian heritage. This is an observation we’ve written about multiple times in the past (including in this analysis piece and this guest post piece). This week we came across a new Canadian systems that we …
Read More »Sahara Wellsite Storage System Up Close And Personal [Appalachian Site Visit]
Last week, our team had a chance to spend a little time in the Marcellus/Utica. In addition to gathering some general observations about the market, we visited a Sahara wellsite storage system and spent some time talking with management. Here is what we learned about the system and management’s deployment …
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 »Who Bought The Black Mountain Silos? A Picture Is Worth A Thousand Words…
While there has been quite a bit of speculation over the buyer since we first reported the divestiture back in early-November, this is the first official confirmation. After making an important boots-on-the-ground observation over the weekend, we contacted a company spokesman and confirmed our firsthand observation. There’s a lot more …
Read More »Building A Better Mousetrap In The Last Mile Is Not Enough Anymore
In Infill Thinking’s big 2019 logistics preview last week, one of the topics we broached was whether late entrants in the frac sand wellsite solutions market will be able to displace the incumbent new gen solutions. We wanted to elaborate on that a bit today. Is it enough to simply build …
Read More »2019 Last Mile Preview: The Year Of The Ninja, Unbundling Shockwaves, Max Payloads, Truck Ownership Questions, and more… [Part 2/4]
We are previewing key themes for 2019 that will help shape and influence last mile logistics for completions across the Lower 48. In this installment we share a half dozen key themes, including a list of up and comers to watch in this space, the importance of payload and what …
Read More »The Evolution Of Last Mile Logistics [Chart Of The Day]
Today, we thought it’d be interesting to take a look at a timeline of the last mile S-Curve shift. The result was interesting. 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 …
Read More »3 More Last Mile Solutions Join The Fray, Competing To Handle Frac Sand At Lower 48 Wellsites
The Lower 48 market share battle in frac sand’s last mile has escalated again. Last week, we learned about three new gen solutions that are now targeting customer wellsites in the Lower 48 for the first time. There’s a lot more to this story… Login to see the full update… To …
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 »Pressure Pumping, Last Mile Logistics, And Wellsite Storage Observations From The Road [MidCon Recon Part III]
More notes from the road from the time our team invested researching the MidCon on location. 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, …
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Infill Thinking Lifting the O&G knowledge curve