Back in 2018 / 2019, Infill Thinking featured a series called Silica Valley in which we profiled emerging software platforms in frac sand logistics / wellsite storage. At the time, different firms were developing and rolling out proprietary digital systems for last mile optimization and inventory tracking. The software …
Read More »Wet Sand Revolution – A Dual Solution Launch [Notes From The Road & Yard Demo]
On a windy Permian morning a week ago, we spent some time with the management team behind an impressive, dual-pronged damp sand handling solution. Here is what we learned from our time in the field seeing their gear in a yard demonstration. There’s a lot more to this story… Login …
Read More »“The Good Old Days Of Sand Hauling Are Over” [EXCLUSIVE]
Over the weekend, we broke the news that 1845 is shutting down its oilfield division and selling their commercial operation (see link). This morning, we had a chance to talk about the news by phone with 1845’s President… There’s a lot more to this story… Login to see the full …
Read More »Liberty Responds (Indirectly) To A Peer’s Sweeping Supply Chain Reform With Their Own View On The Topic
An interesting conversation was had on Liberty’s earnings conference call this week that is directly related to a recent Infill Thinking exclusive report. 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. …
Read More »BIG Change Arrives In A BIG Frac Supply Chain? [Exclusive]
There is ample talk in the frac market this week about a potential deal with big implications for the oilfield value chain… 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 …
Read More »Another Large Carrier Rolls Up Their Sand Hauling Operations
A datapoint this week emphasizes the disruptive impact that a combination of automation software and depressed rate sheets is having on the frac sand hauling industry as another large carrier rolls up and…. There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Smart Hauling At Big Blue [Silica Valley Series]
This is the fifth 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 …
Read More »Say You Want A Revolution? A 2019 Last Mile Logistics Growth & Innovation Story…
On a chilly Permian morning a couple weeks ago, we spent some time with the management team behind a new, rapidly growing last mile solution. This week, the team is mobilizing a game-changing new hardware competent, which we are able to break the news on today. Here is what we …
Read More »A New Last Mile Software Solution With Roots Deep In Trucking Just Hit The Market [Silica Valley Series]
This is the fourth 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 …
Read More »Our Top 10 Takeaways From The Last Mile Logistics Panel
Last week at the frac sand conference hosted by Petroleum Connection in Houston, we moderated a discussion among four last mile logistics experts. Together, the firms represented on stage touch more than 20 million tons of frac sand per year in various capacities. This panel was a rare chance to …
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