A new and improved wellsite storage system has deployed in the Midland Basin… 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 …
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 »3 More Last Mile Solutions Join The Fray, Competing To Handle Frac Sand At Lower 48 Wellsites
The Lower 48 market share battle in frac sand’s last mile has escalated again. Last week, we learned about three new gen solutions that are now targeting customer wellsites in the Lower 48 for the first time. There’s a lot more to this story… Login to see the full update… To …
Read More »The Wellsite Frac Sand Storage Replacement Cycle Ends In 2018
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 …
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