Thinking Ahead

The frac sand business finds itself between a rock and hard place these days. The rock is extreme…   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 …

Relative to the lows of 2Q20, which basin will enjoy the best trends after the ball drops on a miserable 2020 and 2021 completions programs start to kick in? Over the past couple of weeks, we’ve touched base with a whole bunch of industry contacts in the process of…. Login …

We hope everyone enjoyed the Labor Day holiday weekend despite the pandemic. For many oilfield business folks, this holiday traditionally marks the…. 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 …

What does the future hold for the depressed local sand market out West? We blow the dust off our crystal ball and leverage some intel from our premium data service to try to provide some context here… Login to see the full update… To read this update and receive our …

It seems like every couple days another oilfield company declares Chapter 11. Against this bankruptcy backdrop, we consider the future of oilfield services… 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 …

We believe this market color bears repeating verbatim here, and we quote: 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 …

Consensus may differ on the shape or strength of the coming recovery, but the focus on three key themes is virtually unanimous across the oilfield business as green shoots form…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. …

The fine print in the latest frac sand bankruptcy filing is a cautionary tale of hidden frac sand inventory that could weigh on the market when bid activity picks up… Login to see the full update… To read this update and receive our research newsletters, you must be a member. …

Anyone else glad May 2020 is history? The way things are starting off in June 2020, it looks like we’ll be celebrating it’s end as well. That being said, the turn of the month is accompanied by a welcome tone shift in the oilfield conversation at least. As highlighted by …

Earlier this week we outlined 10 key debates that will commence as soon as the oilfield market bottoms. How will we know when the bottom is here? On what kind of stage will these debates play out? What are reasonable expectations for oilfield activity when the floor is reached? In …