Tag Archives: behind the blender

In this time of business turmoil, operational issues can seem like an afterthought. In a piece several weeks ago, we presented data showing how the pandemic and oil price crash have distracted industry leaders from critical field development optimization issues. In this update, we argue that it’s time to get …

“We are signing up operators that want to move away from outdated and unsafe………….” That’s what one growing wellsite storage provider in the frac supply chain had to say about their wellsite storage solution displacing the competition on their conference call this week…. There’s a lot more to this story… …

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 …

When back in West Texas, we always make time to drive slowly up and down the I-20 frontage roads between Midland and Odessa. You’ve gotta keep your head on a swivel to avoid the oncoming traffic using the frequent on/off ramps. But you never know what you might see in …