We are previewing key themes for 2019 that could influence last mile logistics for completions across the Lower 48. In this piece we share eight more themes with big implications There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »2019 Last Mile Preview: The Year Of The Ninja, Unbundling Shockwaves, Max Payloads, Truck Ownership Questions, and more… [Part 2/4]
We are previewing key themes for 2019 that will help shape and influence last mile logistics for completions across the Lower 48. In this installment we share a half dozen key themes, including a list of up and comers to watch in this space, the importance of payload and what …
Read More »The Evolution Of Last Mile Logistics [Chart Of The Day]
Today, we thought it’d be interesting to take a look at a timeline of the last mile S-Curve shift. The result was interesting. 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 »Boxes Vs. Silos, Sleepers Vs. Day Cabs, Rail Vs. Trucks & Other Key Last Mile Debates And Dilemmas From San Antonio
Last week’s frac sand conference in San Antonio, hosted by the Petroleum Connection, featured some of the most thoughtful logistics panels that we’ve seen at any oilfield industry event. With three panels on focused squarely on logistics, frac sand hauling and handling issues featured prominently into the discussion. The challenges …
Read More »Greg Lanham Joins The Sand Revolution
We spoke directly with ex-Solaris CEO Greg Lanham on Monday evening to learn more about his next move. 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 new to …
Read More »The Top 5 Permian Frac Sand Mines In Each Sub-Market Ranked By Drive Times
We refreshed our drive time analysis for the X local Permian Basin frac sand mines that we consider “firm” (either operational or showing progress moving towards first production). For this analysis, we force ranked the Top 5 mines for each key Permian sub-market based on proximity. There’s a lot more …
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 »Research Rewind: Permian Basin Frac Sand Trucking
Infill Thinking comes at you fast. In 2018, we are on track to publish more than 400 original research updates. These proprietary updates often break the seal on topics that will be covered elsewhere months later (i.e. Permian frac sand truckload estimates). While timely, Infill Thinking updates also contain proprietary …
Read More »Making A Mountain Out Of A Molehill? Permian Producers Downplay Pipeline Impact On Their Completion Programs
With the Midland crude basis differential widening to as much as $15/bbl, we’ve received inbound questions from quite a few supply chain subscribers (and Bloomberg News too) asking about the impact on oilfield service activity and logistics. Here is an executive summary of the Permian producers’ view, our view, 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 …
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