Infill Thinking will participate in the Petroleum Connection’s sold-out Frac Sand Industry Update conference in Houston on February 6. Our founder, Joseph Triepke, will moderate the last mile & logistics panel at the event. Here is a preview of what’s on our mind headed into this discussion… There’s a lot more …
Read More »2019 Last Mile Preview: Compression, Judgement Day, Silica Valley, Replacement Fatigue, Pneumatics, and more… [4/4]
We are previewing key themes for 2019 that will help shape and influence last mile logistics for completions across the Lower 48. In this piece, we address how frac crew efficiency gains impact logistics, the first US last mile solution to go overseas, software, the biggest pain of direct sourcing, …
Read More »Solaris’s Next Mile: Seeking Growth Beyond The Mobile Proppant Storage Replacement Cycle
The last mile replacement cycle may be ending, but Solaris has some revenue diversification initiatives up their sleeve that fit nicely with overarching themes in shale. In this update, we review four potential new growth opportunities for the company after spending a half day with the team recently to learn …
Read More »The Shale Supply Chain’s New(ish) Ownership Conundrum
Epic quantities of frac sand and water will fracture a lot of low permeability rock in the Lower 48 this year. This same sand and water has also fractured the US oilfield supply chain. Conventional wisdom on market segmentation and task ownership is now being challenged. The chain of custody …
Read More »A Cryptic Capacity Cliffhanger And Artificial Intelligence For The Last Mile [2 Must-See LinkedIn Posts]
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 …
Read More »Automatize Takes An “Airbnb” Style Approach To Last Mile Logistics [Silica Valley Series]
This is the third 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 »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 »Sand Tiger Is Taming The Last Mile Beast One Truckload At A Time [Silica Valley Series]
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 …
Read More »PropDispatch’s First-To-Market Software Is Digitalizing The Last Mile For About 1/3 Of US Frac Fleets
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 …
Read More »Silica Valley – Software Startups Are Racing To Digitalize The Last Mile
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 …
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