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. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Quick Thoughts
On Black Monday, A Double Black Swan Leaves Us Staring Into A Black Abyss
“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… There’s a lot more to this story… Login to see the full update… …
Read More »Don’t Conflate Exxon’s Big Permian Rig Count Chop With Completions [Analyst Day Takeaways]
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…. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »US Oilfield RIF Tally Mounts [Chart Of The Day]
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 …
Read More »Three Firms Control About Half Of The Wellsite Storage Market. Here’s What They Had To Say About It.
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… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must …
Read More »WaterBridge’s Buying Spree Extends Into 2020 As Another Large E&P System Is Divested
We take a look at WaterBridge’s acquisition history and comment on their latest deal in this update… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill …
Read More »Connecting The Dots On Last Week’s Wet Sand IP Claims Using Public Record
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… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »E&P Operator Claims Wet Sand Patent & Royalties “If Others Want To Do It”, Presenting A New Risk For Mobile Mini Wet-Only Plants
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… There’s a lot more to this story… Login to see the full update… To read …
Read More »2019 RIFs Cut Deep And Devon, Solaris, and Patterson-UTI Cut The Deepest So Far On A % Basis [Chart Of The Day]
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 …
Read More »Revealed: A Mobile Mini Plant Schematic & Equipment Photos
New pictures and a schematic have come to light as one of the first movers on the in-field mining trend continues making moves. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. …
Read More »