Solaris Oilfield Infrastructure hosted their 2Q20 call on Friday morning. On the call, we…. 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 Infill Thinking, or your …
Read More »Market Intel Takeaways From The Solaris Conference Call As Wellsite Storage Systems Stack Up [Live Blog Complete + Photos From The Field]
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 …
Read More »Solaris Sand Silos Inch Toward A Quasi Delivered Solution Model Vs. Rental Only
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 …
Read More »Big And Unexpected Management Changes At Solaris
More details to follow… 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 Infill Thinking, or your membership has expired, please email us to discuss our current …
Read More »Solaris Pushes The Pedal To The Metal In The Last Mile Arms Race [Live Blog Complete]
On Tuesday evening, Solaris reported 4Q17 earnings. On Wednesday morning, we live-blogged our takeaways as we listened to their conference call. 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 »Solaris Silo Six-Packs Are Spreading Fast [Update, Analysis, & Site Visit Observations]
Solaris Oilfield Infrastructure’s shale presence is expanding rapidly. If you blink you might miss their next system deployment (most deployments are configured as silo six-packs). In this update, a look at their progress, their system up close and personal, and what’s next for this fast growing newcomer in the US …
Read More »Oilfield Service IPO Diagnostics. Can We Derive Field-Level Insight From Divergent Deal Fates?
The oilfield service IPO surge this year has been met with a hostile energy tape. Over the past week, two oilfield service IPOs attempted to cross the finish line: Liberty Oilfield Services and Solaris Oilfield Infrastructure. Both were met with pushback. But Solaris got done and Liberty didn’t. Here’s why and what it …
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