Quick Thoughts

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 …

“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 …

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 …

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 …

Here are the key bits of market intel that we picked out remarks made by three market share leaders in the wellsite storage game last week… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …

We take a look at WaterBridge’s acquisition history and comment on their latest deal in this update… 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 …

We did some digging after an E&P CEO’s damp sand frac patent claim last week sent a ripple through frac sand inner circles. Here is what we have uncovered… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …

A large E&P operator has firmly planted a legal flag of conceptual ownership in damp sand. This raises lots of questions for the broader adoption of the practice, including applications in in-field frac sand mining… Login to see the full update… To read this update and receive our research newsletters, …

This earnings season, a morbid data set is emerging from the shadows and becoming visible. Everyone in the oilfield is well aware of the reduction in force (RIF) trend that swept across the US onshore oilfield last year and continues this year. But the true extent of the damage has …

New pictures and a schematic have come to light as one of the first movers on the in-field mining trend continues making moves. 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 …