Infill Thinking Lifting the O&G knowledge curve
Sandemonium Strikes Again
Quick Thoughts
Halliburton Has Sold 1/5th Of Their Frac Fleet “By The Pound” For Scrap Value
Another Large Carrier Rolls Up Their Sand Hauling Operations
Schlumberger’s US Onshore Strategic Review Continues After A Mondo Rightsizing Round That Stopped Just Shy Of HHP Retirements
Something Big Is Brewing On The Infill Thinking Research Desk…
Please pardon our publishing silence over the past 24 hours or so… our research team is busy working on deep dive. One might say that our head is buried in the sand. It’s topical. It’s controversial. And it has massive implications for value creation / destruction in the frac supply …
Read More »5 Quick Tuesday Followups: Why ESG Matters, Utah Sand Update, Last Mile Capex Datapoint, E&P M&A, & Crude’s Nasty Reversal
A New Year In Oilfield Water Management Brings More Of The Same… Sort Of.
RIF Alert: Another Frac Outfit Completely Shutting Down?
Hi-Crush’s CFO Goes Her Separate Ways
Bid/Ask Gap In Big Permian Land Auction Exemplifies The Need For A Broad Reset Of Expectations
