There’s a new local frac sand mine in the works and it’s important because it marks the spread of the in-basin frac sand rush to a new play – a play our survey last year was very likely to attract new entrants. There’s a lot more to this story… Login …

Diversified oilfield service provider Quintana Energy Services Inc. filed an amended S-1 this week for their $160mm IPO. The company operates a diverse roll up of product service lines consisting of directional drilling, pressure pumping (209k frac HHP), pressure control, and wireline services. From Mid-Con roots, Quintana’s footprint has spread …

Some key takeaways from the first frac sand supplier report this quarter have read through for the broader frac sand market. 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 …

There’s a lot of buzz about Blockchain these days. At the 2018 Davos gathering this month, Blockchain was all the rage among business elites. Multi-national CEOs praised the record keeping concept for its streamlining advantages, cost cutting potential, and various applications in global supply chains. Will it make a difference …

We examine one strategy that we think will be a common way for E&P operators to essentially increase spending without appearing to be reacting to higher oil prices this year. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

Along with earnings last week, Union Pacific reported that their minerals volume increased 71% in the quarter, driven by an increase of over 100% in sand shipments due to improving well completions and increased proppant intensity per well. How long will the growth in railed sand shipments last and what …

The US onshore value chain is firing on all cylinders in 2018. Not to be left out of the double digit inflation completions suppliers expect to enjoy this year, land drilling contractors with super spec rigs are pushing through their own pricing increases. Check out our estimates for H&P’s high spec …

Things are happening in the Permian basin frac sand story and this is the place to get the latest. 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 …

Permian pressure pumper RPC Inc. and their 21 fleets (925k horsepower) have had a rough week. After the company reported a q/q revenue drop of 9.3% for 4Q, the stock is down 15%. During the conference call, the company addressed what we see as most of the key debates in …

We analyze operating data to establish some initial operating benchmarks as the Permian Basin frac sand suppliers transition from construction mode to production mode. 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 …