Quick Thoughts

Last week, we joined 175 senior oilfield water industry professionals at the 3rd Annual Oilfield Water Industry Update conference at the Houstonian. It was a full house and a full discussion – there is no shortage of excitement in the sector at present. Here are some key takeaways from the …

An update on Eagle Ford sandemonium… 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 update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only …

We realize there were several cliff hangers in our research publication earlier this week (specifically in this update). Sorry about that, but when our sources ask us to not share sensitive details we comply to a fault. We said as much as we could earlier, and now we are happy …

We catch up with an old friend in frac sand to learn about what he’s up to and some new market insight… 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 …

Scuttlebut from across the frac supply chain this week including plant status and deal news, last mile crew news, and executives on the move…. 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, …

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, …

We’ve recently covered the CNG re-fleeting efforts of several last milers including Detmar Logistics and Sand Revolution. This week, we learned that… 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 …

Over the weekend, we broke the news that 1845 is shutting down its oilfield division and selling their commercial operation (see link). This morning, we had a chance to talk about the news by phone with 1845’s President… Login to see the full update… To read this update and receive …

More bad news in the sand hauling space… 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 update newsletters High-caliber, data-driven analysis and commentary New angles on stories …

How will higher gas prices translate to frac sand demand? Important context here… 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 update newsletters High-caliber, data-driven analysis and …