Latest Thoughts

An Oilfield Water Stock Surged Friday Morning On M&A Chatter

Shares of XYZ water company are ripping Friday morning after… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New …

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2019 Is The 2nd Worst Year Ever For Canadian Drilling

Today we look at Precision Drilling’s recent earnings call and annual shareholders’ meeting commentary for highlights from their outlook on the Canadian drilling market. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has …

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Two Notable Frac People On The Move

In this asset-intensive business, talent shifts are often ignored. But we believe people matter. We also believe that recruiting datapoints often carry implications for oilfield trends, value creation, and competitive dynamics. Here are two notable moves that caught our attention recently… There’s a lot more to this story… To read …

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It’s Always Darkest Before The Dawn. And It’s Getting Pretty Dark Around The Texas Sandpatch

We provide updated thoughts on the market conditions for frac sand in Texas. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis …

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An In-Basin Frac Sand Supplier Downsizes & Cuts Shifts. Not Closing The Door Though, Contrary To Rumor

Market intel on the local frac sand supply stack. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles …

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Interim Covia CEO “Won’t Be A Caretaker” – Meanwhile A HUGE Contract Buyout, Pricing, & Last Mile Talk…

Big changes at the biggest sand company in the US. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New …

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OxyDarko It Is As Chevron Walks With Their Billion…

As our newsletter this past Tuesday predicted, Chevron walked…. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles …

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Horizontal Rigs Down, Tight Oil Production Up [Chart Of The Day]

  There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only find here No advertisements, …

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Labor Strike Shuts Down A NWS Plant Temporarily

Here’s the latest on a plant worker strike that is impacting NWS supply. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis …

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Smart Hauling At Big Blue [Silica Valley Series]

This is the fifth installment in our Silica Valley Series which shines the spotlight on an increasingly critical part of the frac value chain: new software solutions in the last mile. A crop of new entrants are improving the frac sand industry’s “mind-muscle connection” on the highways from origin to …

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10 Frac People On The Move

We take a look at some notable comings and goings. The frac talent pool continues to play musical chairs. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members …

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What’s Next For Emerge?

Today’s news was widely expected. It’s what comes next that’s less clear. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and …

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