Coras Data: Last Mile Market
In this last mile focused report, we tied well-by-well intensity / efficiency data to the corresponding last mile solution by leveraging our database, market intel, and satellite imagery. As a broad takeaway, last mile sophistication (monitoring, offloading, communication etc) is driving another step up in well intensity and efficiency in 2019. And while both silo and box solutions have been key contributors, completions using silo solutions have gained a slight edge in recent months, particularly for super-large wells in the Permian. If the trend continues, silo providers (ie SOI, Sand Rev, CIG, TSS) could be better positioned to weather a difficult 2H’19 and grow market share in ’20, ’21. Additional takeaways and report link below.
For access to the full report visit: https://corasresearch.com/reports/