After a relatively quiet couple of weeks in the frac sand marketplace, chatter in the channels we check has picked back up a bit. Here are five things that matter that we’ve heard this week… There’s a lot more to this story… Login to see the full update…  To read …

We did a little thinking about the pipeline of M&A in the oilfield water business this week. For obvious reasons, it’s far easier to write about deals that have happened in the past rather than those that might happen in the future. But here’s some angles we’ll be watching in …

Who’s suing who in the frac sand space? Here’s the latest intel gleaned from our review of public records… 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. If you are new …

Oilfield water management’s rapid evolution from cottage industry to stand-alone business is attracting dozens of new players across the entire water value chain. As startups join stalwarts in a business model revolution, our Aqua Men series brings this fast developing space to life. This is the first profile in our …

With the last mile market now sufficiently supplied by new gen equipment, competition is hot even if you have the latest and greatest gear. If you have equipment built more than 5-10 years ago… well… you might be looking for the exit. In April, one owner will put a fleet of …

In addition to the in-depth updates published early this week, a few other interesting items crossed our desk. 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. If you are new to …

This government data set is worth highlighting this morning, since it directionally lines up with recent frac sand management commentary on the bottom… 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. …

The sense of urgency and rapid changes that now characterize the produced water space are attracting a host of new players. Startups are joining stalwarts in bringing new ideas, infrastructure aggregation concepts, and plenty of dry powder to the table. It’s early days for the oilfield water midstream model… so …

Frac sand plants lower on the cost curve are whistling past a graveyard that is filling up with idled capacity. In this data-driven update, we take a look at the trend and discuss its implications for the marketplace. There’s a lot more to this story… Login to see the full …

Real-time takeaways – what you need to know as Covia speaks this morning… just the points with read-through for the industry… We live-blogged this conference call. 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 …