Here are the E&Ps that have publicly announced cuts in the wake of the Sunday, March 8, oil market collapse…. 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 expired, renew here. (Current members login here.) Members …
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A desperate bid by two Permian operators to put a floor under the price of oil and stabilize and save the US E&P industry… 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 expired, …
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We track Xmmtpa of frac sand production capacity online in the MidCon today. We now believe that frac sand demand could sink south of Xmmtpa on an annual run rate as mid-year approaches. Here’s how local plants are reacting… Login to see the full update… To read this update and …
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An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 expired, …
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Frac disruption and inefficiency is on the rise as workers show symptoms or test positive for COVID-19… 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 expired, renew here. (Current members login here.) Members get Exclusive research …
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It’s been 36 hours since the oil industry’s D-Day equivalent, and US E&P operators are wasting no time cutting activity… 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 expired, renew here. (Current members login here.) Members …
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There is one less independent wellsite storage firm operating in the Lower 48 today after a legal battle culminated in a takeover that will see the fleet change hands. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …
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“It’s always darkest before it goes completely black.” – Sen. John McCain We digest the implications of the market fallout and think through some things that matter for business leaders in the oilfield at its darkest hour… Login to see the full update… To read this update and receive our …
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Within minutes of the transcript of the Exxon analyst day being released, we shared this summary of what’s new in the company’s Permian Basin Drilling & Completion outlook…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …
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One week ago today, we quantified the reduction in force trend using 2019 headcount data from the 15 companies that had filed annual reports up to that point. Today, we’ve added another 22 companies that have released annual reports since then, and the number of jobs lost in US shale …
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Infill Thinking Lifting the O&G knowledge curve
