Infill Thoughts

One day, we’ll all be able to tell our grandkids “I was there when contractors couldn’t put rigs back to work for free.” US onshore operators have lost their appetite for growth so much so that… Login to see the full update… To read this update and receive our research …

In an exclusive series of updates over the past couple of weeks, we have been analyzing frac sand market conditions in the often overlooked Utah completions market where big changes are happening in the supply stack. In this third installment of the series, we shine a spotlight on one new …

After about the sixth management team this earnings season said “we are focused on what we can control” we decided to spend a little time thinking about… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

The latest operator commentary on frac sand continues to underscore local sand adoption and cost savings – themes that have been consistent on E&P calls since early-last year. However, this may be one of the final earnings seasons where we see… Login to see the full update… To read this …

The universe of publicly traded shale oilfield water companies is small (for now). But the universe of companies with material oilfield water handling exposure is… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

17 photographs of physical operations appear in the new Hi-Crush slide deck released alongside their earnings report on Tuesday evening. 10 of these images depict… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

In a research update last week, we shared exclusive details on the local frac sand production scene in the state of Utah. In the second installment of our three-part series on local sand in the Uinta Basin, we discuss proppant demand and logistics in this unique completions market. Login to …

Nabors recently released the 2Q results from its quarterly customer survey. In this update we examine how their results compared with several operator surveys and studies we conducted in May and July… Login to see the full update… To read this update and receive our research newsletters, you must be …

We’ve seen plenty of E&P divestitures of water midstream assets to third-party water pure-plays over the past 12 months. But oilfield service firms can also benefit from… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

There is already a veritable flood of pressure pumper and operator earnings coverage making the rounds from other analysts and publishers this week. So we focused here on sharing 11 bite-sized pieces of market intel (including a mix of datapoints and our own thoughts on the market) that are a …