Quick Thoughts

US Silica press released strong 2Q19 results this morning. We highlight 5 items from the press release that caught our attention. We also share what we’ll be listening for on this morning’s call and will add conference call analysis to this update later today… Login to see the full update… …

Here’s what completions supply chain folks need to know about Union Pacific’s market commentary Thursday morning… 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 …

Restructuring continues in the frac sand industry, claiming another sand producer this week. Per the bankruptcy filing, the company owes total debts of… Details in the full report. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

We estimate fracing the arid Permian Basin in 2019 requires X times as much pre-frac water as the next busiest US unconventional basin. Here’s a visual and analysis… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

About a month ago, we published an update on a mining permit moratorium in Oklahoma. After a bullet-point recap, we discuss the nuances with an expert, talk about the read-through to other states including New Mexico and Louisiana, and then provide some clarification on a new permit filed by an …

We analyze the latest electric frac fleet news, breaking down a new disclosure from a leading pressure pumper. 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 …

A data-driven look at trends in electric frac fleet deployments. 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 …

After learning about a new system’s arrival in the US from industry sources, we caught up with the management team behind the deployment. We have learned the following information about this new Lower 48 deployment: Login to see the full update… To read this update and receive our research newsletters, …

An important E&P capex update this week reads negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt followed by our analysis: Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

As expected and rumored in the industry, frac fleet consolidation has just begun and is likely to continue. Or is it? We discuss the implications of the Keane / C&J merger of equals announced Monday here after predicting that consolidation was coming in an update posted over this past weekend. …