In this update we examine drilling permit data for South Texas to infer how the storm and subsequent flooding has impacted drilling rig demand in the region. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Building Rock Solid Environmental And Safety Programs In The Shifting Sands Of West Texas [Guest Post]
As the Permian frac sand mining story moves from the exploration phase to the execution phase, we thought it’d be interesting to get Tommy Mathews‘s view on the challenges and considerations that Permian miners should be thinking about as they enter production mode. The land grab is over. It’s time …
Read More »A 2nd Permian Basin Sand Mine Flips On The Switch
In this update we share the latest on frac sand mine openings in the Permian including an exclusive look at the very latest at the 2nd site coming online. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Sand Surveillance: 9 Interesting Market Insights From Last Week’s Investor Conference
Last week, more than 75 oilfield executive presented their outlooks at the Barclays Energy-Power conference in New York. We thumbed through all the transcripts to extract the most interesting new insights on the frac sand market. We glossed over pedestrian talking points, capturing only new and interesting stuff that we …
Read More »Solaris Silo Six-Packs Are Spreading Fast [Update, Analysis, & Site Visit Observations]
Solaris Oilfield Infrastructure’s shale presence is expanding rapidly. If you blink you might miss their next system deployment (most deployments are configured as silo six-packs). In this update, a look at their progress, their system up close and personal, and what’s next for this fast growing newcomer in the US …
Read More »US Land Drillers Aren’t Sweating The Rig Count Dip
During the third quarter, the US onshore rig count trajectory has finally leveled off. We wrote about the stall a couple weeks ago in this update. Speaking at an investor conference last week, two leading land drillers shrugged off the industry-wide rig count stall. See what they said in the …
Read More »DUC Hunting Season Returns [Guest Post]
When I first met Todd Bush, he was laying the groundwork for the research firm he co-founded in 2012, Energent Group. Even back then when his databases and software were in their early stages of development I recall being impressed by the granularity of the charts and output he was generating. …
Read More »The Pressure Pumping Newbuild Situation: Who Is Building, Who Is Not, And Who Is Not Saying…
At this point in the cycle, what every US shale market observer wants to know is when that big wave of newbuild pressure pumping equipment orders is going to hit. Pricing has been on the rise for over a year. Re-deployments have been the supply growth story so far, but …
Read More »Spot Shortage Of Frac Sand On Location In The Eagle Ford? [Discussion Topic]
There’s a new discussion topic in our forum on the Eagle Ford frac sand situation post Harvey. We’ve been hearing from industry sources this week word about temporary supply chain issues in Eagle Ford frac sand. We share what we’ve learned and invite readers to weigh in. Read & Discuss …
Read More »Harvey Makes His Presence Felt During First O&G Conference Since Landfall
Last week we noted that Harvey left us with more upstream questions than answers… questions we expected to begin to get answered this week at the Barclays CEO Energy-Power Conference in New York. On Tuesday afternoon, the first public O&G event since the storm commenced and most companies provided hurricane business …
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Infill Thinking Lifting the O&G knowledge curve