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 …
Read More »The Last Mile Solution Situation A Half Year Into Oversupply [Chart Of The Day]
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 …
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 …
Read More »ELDisruption – E-Logs Are Reverberating Through The Oilfield, And It’s Not Even Hard Enforcement Yet…
Two months before ELD phase-in last year, we called on industry contacts to help illuminate the risk posed to oilfield activity by this new regulation. The results foretold significant adverse impacts in the already tight oilfield hauling business. With ELD phase-in turning one-month old last week, we caught up with many …
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