Infill Thoughts

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 …

With just a week left in the quarter, we quantified a leading indicator for Permian drilling activity in this edition of our weekly rig count update. 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 …

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. …

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 …

Water supply is a critical component of all Permian Basin proppant sand mine operations. Assuming that demand for and production of sand remain high many of the basin mines will need to extend excavations below the water table and consequently address aquifer dewatering issues. In this guest post, three experts …

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 …

In this week’s regular rig update, we note that while Total US land rig counts are down 27 rigs month over month, they’re up 28 rigs since this time last year. If the unconventional Permian rig counts is any sort of leading indicator, US land rig counts as a whole …

The debate over take-or-pay frac sand contract sanctity continues, as a producer has turned to the courts for contract enforcement. 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 …

Our latest round of Permian market intelligence focuses on datapoints in frac sand’s last mile and wellsite handling 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 are new …

US Well Services, one of a handful of electric frac fleet technology pioneers, hosted their first earnings conference call as a public company yesterday. A couple things stood out to us, including … There’s a lot more to this story… Login to see the full update…  To read this update …