Quick Thoughts

Reliable context for the biggest breaking news stories

Permian Basin SWD Conference Call Takeaways

A few key points we found fascinating on the Permian basin produced water market and SWD situation in this update from a webinar hosted by Digital H2O on Wednesday. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If …

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Patterson-UTI High Spec Drilling Rig Explodes In Oklahoma, 5 Missing. [Update]

Breaking news of the worst kind out of southeastern Oklahoma. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on …

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New Entrants In OFS During 2018 Seem Focused On The Same Opportunity Their Predecessors Targeted In 2017…

Who’s looking to get in on the hydraulic fracturing boom? We discuss in this update. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis …

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Unimin + Fairmount Santrol Becomes A Reality

Unimin and Fairmount Santrol have decided to combine in a merger expected to close mid-2018. The deal will create the largest frac sand supplier in the US. The merger of these two sand bellwethers has been rumored “seriously” since October and “casually” since well before that. In fact, back in …

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Is It Really Different This Time? [Chart Of The Day]

We believe the recent surge of returns-focus rhetoric from E&Ps is having a considerable impact on consensus expectations for US shale E&P spending. This was evident in our recent survey, where participants expressed a bullish view on y/y oil price trends yet waxed conservative on the spending outlook. In this …

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