As Bad As Paper Oil Prices Got On Monday, The Real Spot Bid Got Worse [Chart Of The Day] April 20, 2020 Quick Thoughts Read More »
Halliburton Will Not Chase Market Share In The Frac Crash [Live Analysis Of Big Red’s Latest Thinking On The Lower 48] April 20, 2020 Quick Thoughts Read More »
Schlumberger Estimates 100+ US Frac Crews Will Still Be Active At The Bottom [Live Blog Complete] April 17, 2020 Quick Thoughts Read More »
A 2nd Round Of Negative Revisions Well Underway As E&P Spending Cuts Now Top $25 Billion [Real-Time NAM E&P Capex Budget Monitor] April 16, 2020 Quick Thoughts Read More »
Permian In-Basin Frac Sand Mine Closures Officially Begin. Here’s Who To Watch In The Next Wave Of Local Sand Capacity Reduction April 14, 2020 Quick Thoughts Read More »
Two Permian E&Ps Call On TX RRC To Limit Oil Production While Echoing Infill Thinking’s Sub-$10 WTI Prediction March 30, 2020 Quick Thoughts Read More »
MidCon Local Frac Sand Capacity Is Contracting Rapidly [Exclusive] March 30, 2020 Quick Thoughts Read More »
Is $20-$25/bbl WTI Just A Waypoint On The Journey To $10/bbl Or Lower? [US O&G Worst Case Scenario Thought Piece] March 27, 2020 Quick Thoughts Read More »
COVID-19 Blamed For Work Stoppages At Several Frac Jobs This Week [Exclusive] March 26, 2020 Quick Thoughts Read More »
US Tight Oil E&Ps React Swiftly, Decisively To SLAM The Brakes March 10, 2020 Quick Thoughts Read More »