Tag Archives: last mile logistics

We refreshed our drive time analysis for the X local Permian Basin frac sand mines that we consider “firm” (either operational or showing progress moving towards first production). For this analysis, we force ranked the Top 5 mines for each key Permian sub-market based on proximity. There’s a lot more …

Clearly the forceful jury verdict in the last mile solution case this week is a significant win for the plaintiff, but final outcomes for the defendant could still span a wide range of possibilities… and have big implications for the last mile marketplace. There’s a lot more to this story… …

A team of last mile specialists breaks down the MidCon sand procurement scene, digging deep into well, transload, and mine data to determine mileage differentials as procurement shifts to local sands. Don’t miss this chart and map… There’s a lot more to this story… Login to see the full update…  …

On Thursday afternoon, we gathered some market intel from LinkedIn posts. One left us with more questions than answers, and one got us thinking about last mile logistics optimization and truck reduction. There’s a lot more to this story… Login to see the full update…  To read this update and …

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 …

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 …

A few local headlines in West Texas caught our attention this week. Oilfield traffic is becoming a bigger problem as the year goes on…   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 …

This is the first 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 …

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 …

Smart Sand’s 2018 budget is $85-$95mm. $71mm of that is spoken for with their Oakdale plant expansion, efficiency enhancements and routine maintenance. The $19mm remainder (at the midpoint) is where things get interesting… Will they go with boxes or silos? We think we have the answer… There’s a lot more …