Tag Archives: last mile logistics

A quadfecta is a set of four events. The following four items aren’t really events yet, they are futuristic concepts that we know some very smart folks with various levels of access to capital are looking at and working on at the moment. Whether any of these (or a combination) …

On New Year’s eve, we sent a newsletter. Despite the holiday, it was one of our most opened and shared newsletters of 2019. Why? It introduced a new idea with disruptive potential. Just when we all thought the frac sand was sufficiently disrupted by the advent and maturation of in-basin …

In addition to the in-depth research we’ve published this week, several datapoints crossed our desk that advance the narrative on stories we’ve recently covered. We are sharing these followups in the five-point list below: There’s a lot more to this story… Login to see the full update…  To read this …

The widespread pandemonium we recently documented in frac sand’s last mile during Christmas and New Years has died down somewhat now that we are two weeks into the new year, according to our latest channel checks. However… There’s a lot more to this story… Login to see the full update…  …

The whole boxes vs. silos last mile market debate continues to be a regular (and often contentious) topic of conversation that surfaces often in frac sand inner circles and at sand industry events. For this update, we decided to draw on the fleet data we maintain independently in house to …

Pictures posted to social media recently have the last mile community talking… here’s what we’ve been able to confirm with the parties involved. 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. …

Relative to sand production, last mile is certainly a relative bright spot at the moment. But we submit that too many… 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 …

Rough start to frac sand earnings season – a start inline with the implications of Union Pacific’s earnings a couple weeks back. US Silica’s stock performance on their earnings release this morning (-30% intraday) reminds us this morning that bad news is never priced until it happens. There’s a lot …

We are picking back up our Silica Valley Series today with a look at Scarco Service’s Transportation Asset Management System (TAMS) software platform. TAMS was built from an oilfield service company’s perspective to lower costs and create visibility across the entire completions cost structure. There’s a lot more to this …

Plus 2 Permian wellsite storage competitors in one week!! Earlier this week, we reported on a new arrival in the Permian Basin’s last mile market. Today, we’ve been able to confirm new details about still another new competitor’s arrival in the Permian Basin…. There’s a lot more to this story… …