On the heels of some market commentary provided by Schlumberger this week and some interesting headlines from around the globe, we examine the outlook for international drilling activity and dissect the international rig count. There’s a lot more to this story… Login to see the full update… To read this …
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PropX: 6,000 Boxes And Counting
PropX is growing and they are growing fast. In this update, read exclusive details we learned in a recent meeting with management about the company’s build cadence, trends in box per crew, business model, adoption rates, and the impacts of steel tariffs and OSHA regs. There’s a lot more to …
Read More »Is Dewey County Becoming The “Winkler County” Of The Mid-Con? Another Mine Plan Is Found…
Yesterday’s wildfire news caused us to revisit publicly available mine permit records for the Mid-Con. We have uncovered an additional large-scale sand mining plan in Oklahoma as the Mid-Con proppant market appears to be quickly moving in the direction of the Permian – becoming locally supplied. There’s a lot more …
Read More »STACK Threat Level Falling From The Oklahoma Wildfires That Raged Near Rigs & Greenfield Mines This Week
Thoughts on the developing wildfire situation in the Mid-Con as it pertains to upstream activity. This is a fluid situation, and we’ll be adding updates to this post as events unfold. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »If Not Rail, Then Barge. Unanticipated Logistics Havoc Is Plaguing 2018 Completions More Than Anticipated Trucking Issues
Everyone’s been focused on trucking in Texas. And trucking in Texas is tight. But it’s the devil you don’t know that’ll get you. And during the first half of 2018, unanticipated disruptions in transportation modes not involving wheels have wreaked much more havoc in the shale frac sand transportation network. …
Read More »Haynesville Shale Rigs vs. Mines [Maps And Charts]
Following this recent update on more local proppant capacity in the Haynesville shale, we received some inbound reader questions about the status of the Haynesville shale market. Incoming intel requests spanned both the frac sand market and general drilling and completion activity in the region. So we made some calls …
Read More »Eagle Ford Notes From The Road: Another Lizard, More Mines, Road Damage, Silo Repairs, Coarse Demand, And More…
This month in South Texas, we spent the better part of a week meeting with industry contacts, touring facilities, and combing the field for interesting angles. In this update, we’ve distilled our yellow pad full of random notes into the following digestible bullet points. Please stay tuned for several more …
Read More »Sand Tiger Is Taming The Last Mile Beast One Truckload At A Time [Silica Valley Series]
In the Silica Valley Series introduction, we noted that commercialization models vary pretty widely in the digital last mile space. Sand Tiger, the second software in our series, is quite a bit different from most in that it was built and developed by a trucking operations company with no intention to monetize …
Read More »Go Big Or Go Home… Haynesville New Entrant Is Preparing To Supply Half The Gas Shale’s Proppant Demand With Local Sand
We learned that the leading Haynesville frac sand new entrant’s ambitions have grown since our last conversation with the company in 4Q18. 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 …
Read More »You Know Things Are Tight When O&G Buyers Seek Out Industrial Cross Sellers [Boots On The Ground Report]
Last week in the Eagle Ford, we drove by an industrial sand mining operation 30 minutes south of San Antonio. We did an abrupt u-turn when we saw a certain type of truck picking up there… There’s a lot more to this story… Login to see the full update… To …
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