In this time of business turmoil, operational issues can seem like an afterthought. In a piece several weeks ago, we presented data showing how the pandemic and oil price crash have distracted industry leaders from critical field development optimization issues. In this update, we argue that it’s time to get …
Read More »Versatility On Display. Frac Sand’s Newest Tech Is Making An Unexpected But Compelling Debut
We spotted some brand new equipment being deployed in an unexpected way in the downturn. This deployment strategy makes a ton of sense though… 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 …
Read More »New Developments In The Newest Last Mile Legal Tussle
Last week, we covered the latest legal battle in the last mile logistics market with several updates. Here are the latest new developments in the case… 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 …
Read More »A Fiery Response To Frac Sand Insolvency Lawsuit [Read The Letter]
Yesterday we summarized the plaintiff’s arguments, which have market implications in the last mile. Today we cover the defendant’s response…. 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 …
Read More »Last Mile Logistics Contractor Challenges A Public Frac Sand Producer’s Solvency In Court After Non-Payment
A last mile logistics firm has asked the court system to declare a leading frac sand producer insolvent, which would nullify a big service contract. In the legal process, some interesting market data is coming to light… There’s a lot more to this story… Login to see the full update… …
Read More »Market Intel Takeaways From The Solaris Conference Call As Wellsite Storage Systems Stack Up [Live Blog Complete + Photos From The Field]
In the company’s press release Thursday evening, Solaris said that activity could decline by 75% to 85% sequentially in the second quarter. This is in line with Infill Thinking predictions for US frac activity declines made here about three weeks ago. This deep activity cut prediction is also supported by …
Read More »Wherever Frac May Roam… Meet Nomad, A New Entrant In The Emerging Mobile Mini Frac Sand Category
We recently caught up by phone (observing social distancing) with the management team of a new entrant in the emerging mobile-mini frac sand plant market. Here’s what we learned about their plans and what they are doing differently… There’s a lot more to this story… Login to see the full …
Read More »Factoring 2020 DOT Drug & Alcohol Reg Changes Into Frac’s Last Mile [Friday Guest Post]
When Phil Baxter recently asked me if I had looked into the big changes that were made in January to the FMSCA’s drug and alcohol policies (and the impact they could have on hauling capacity in the frac supply chain), I perked up and asked if he’d chime in on …
Read More »A Wellsite Storage System Provider Plays Offense – Calls Other New Gen Solutions “Outdated”
“We are signing up operators that want to move away from outdated and unsafe………….” That’s what one growing wellsite storage provider in the frac supply chain had to say about their wellsite storage solution displacing the competition on their conference call this week…. There’s a lot more to this story… …
Read More »Three Firms Control About Half Of The Wellsite Storage Market. Here’s What They Had To Say About It.
Here are the key bits of market intel that we picked out remarks made by three market share leaders in the wellsite storage game last week… 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 …
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