2020 starts off much the same as 2019 ended in the oilfield water management industry: with M&A news. Two acquisitions were announced on Monday from undisclosed sellers (although we have heard some guesses about who one of those might be). Meanwhile, oilfield water M&A this year has a different feel …

Panic in frac sand. This is not hyperbole folks… 2020 is off to anything but a smooth start. High class problem though? Here’s what all the fuss is about…. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

With 2019 in the books, we spent some time over the weekend becoming more encouraged about 2020 as we updated our data on… 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. …

Bang! 2020 is off to a dynamic start. Geopolitical risk has again taken the center stage, driving out-performance in crude oil prices and oilfield equities vs. the broader market in early-year trading. And this week’s developments on the global state punctuate a big question for the US oilfield this year, …

In our last Friday’s in December guest post of 2019, a “reformed Northern White Sand apologist” penned an op-ed piece on disruption in the frac sand industry. It hinted at something we’ve been hearing about for several months… something could be the next disruptive wave in frac sand supply… There’s …

The oilfield industry has many similarities to sports. Both are cyclical. Both have lots of turnover in winning strategies and players. Both have their fair share of larger than life characters and dynastic franchises. And a continual evolution of best practices in both sports and the oilfield is fueled by …

If you’ve been around the pressure pumping business for a while, there’s a good chance you know today’s guest contributor. His post addresses the future of frac sand and the industry’s current struggle for sustainability in a thought-provoking way. There’s a lot more to this story… Login to see the …

Looking at today’s depressed stock prices for tight oil operators and declining E&P activity trends, you’d never guess that this is actually a relatively wonderful time to be an E&P operator actively developing US tight oil resources. There’s a lot more to this story… Login to see the full update…  …

The dust is settling on another big E&P M&A announcement in 2019, and this one has implications for related water and midstream deal processes as well as 2020 E&P capex spending in the Permian. There’s a lot more to this story… Login to see the full update…  To read this …

In addition to the in-depth updates published over the past week, these 11 “quick hit” datapoints also crossed our desk and are worthy of a mention… 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 …