Tag Archives: PropX

Liberty Boxes Up The PropX Platform

What Happened: Yesterday evening, Liberty announced they are buying out PropX for $90mm. Here are our quick thoughts on the deal. 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 …

Read More »

PropX: 6,000 Boxes And Counting

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 …

Read More »

A Massive Paradigm Shift In Frac Sand’s Last Mile Is Happening Now

Retail giant Amazon and the hydraulic fracturing business have something in common: costly and complex last mile logistics. Distributing proppant requires just as much sophistication as distributing Echo Dots, Yeti Tumblers, and Kleenex. In 2017, more truckloads of sand per well will be pumped than ever before. The frac industry is trying …

Read More »