Quick Thoughts

Reliable context for the biggest breaking news stories

Green Light On Bakken Local Sand Project

In a meeting on Wednesday morning, county officials approved the latest… 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 …

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Permian Frac Sand Plant De-Rating [Chart Of The Day]

Permian sand plant staffing reductions effectively de-rated production capacity in 4Q19. The trend in this chart helped set up the supply crunch we’ve dubbed Sandemonium when customer budgets reset seasonally in January… Login to see the full update… To read this update and receive our research newsletters, you must be …

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Sandemonium Strikes Again

Just when everyone assumed the Permian was hopelessly oversupplied with sand comes a supply crunch that will make everyone question their beliefs! 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 …

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Schlumberger’s US Onshore Strategic Review Continues After A Mondo Rightsizing Round That Stopped Just Shy Of HHP Retirements

4Q19 earnings season is officially underway in the oilfield with Schlumberger’s call kicking things off this morning. Three months ago, their last earnings conference call prompted us to ask: What Is Schlumberger Going To Do With Their North America Business? Since then, we’ve all heard the speculation that… Login to …

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