Tag Archives: silos

On Wednesday afternoon, several newspapers (including the Dallas Morning News and Houston Chronicle) ran a public notice regarding a foreclosure sale involving a large last mile logistics firm scheduled for mid-August. Here’s our understanding of this fluid situation… There’s a lot more to this story… Login to see the full …

In the company’s press release Thursday evening, Solaris said that activity could decline by 75% to 85% sequentially in the second quarter. This is in line with Infill Thinking predictions for US frac activity declines made here about three weeks ago. This deep activity cut prediction is also supported by …

Here are the key bits of market intel that we picked out remarks made by three market share leaders in the wellsite storage game last week… 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 …

We believe that new gen supply of wellsite frac sand storage systems climbed above demand for the first time in late-4Q18. Long time readers may recall this deep dive analysis from September 2018 outlining the new gen growth trajectory and coming inflection. Here’s what’s new since then… There’s a lot …

I don’t say this often, but this op-ed guest post is a must-read. It might be a wake up call for some folks. It’ll no doubt serve as confirmation for others. And while some of the piece is controversial, I suspect that more readers than not will be nodding their …

In the pithy bullet points below, here’s what all frac supply chain folks should know from Solaris’s remarks on their earnings call last week. Their words. Their views. Not ours. But just the stuff we think matters for the broader completions marketplace. There’s a lot more to this story… Login …

What were you up to in 1974? That’s when our guest author today started working in frac sand logistics. He’s seen it all and done it all. And he shares it all in this post. If you are a history buff, you are going to love this one… Two of …

While there has been quite a bit of speculation over the buyer since we first reported the divestiture back in early-November, this is the first official confirmation. After making an important boots-on-the-ground observation over the weekend, we contacted a company spokesman and confirmed our firsthand observation. There’s a lot more …

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 …

All new gen wellsite storage suppliers have enjoyed remarkable growth trajectories, but how long will this continue to be the case? We examine a potential inflection point incorporating takeaways from a proprietary study we conducted in this update. There’s a lot more to this story… Login to see the full …