Tag Archives: last mile logistics

In a three-part series starting with this update today, we preview cutting edge completions logistics themes to watch in 2019. In this part one, we discuss how industry perception of last mile logistics risk has changed (and why) along with a warning against complacency. We also discuss the cornucopia of …

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 …

Reporting on Permian traffic incidents is a full time job these days, one that is best left in the capable hands of local news pros. So we don’t typically share everything that crosses our monitor on this front. But this is a big, disruptive incident involving new gen well site …

The last mile replacement cycle may be ending, but Solaris has some revenue diversification initiatives up their sleeve that fit nicely with overarching themes in shale. In this update, we review four potential new growth opportunities for the company after spending a half day with the team recently to learn …

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 …

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…  …

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 …

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…  …

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 …

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 …