Infill Thoughts

The Curious Case Of Northern White Trains In February 2019

This is the talk around sand town in February 2019. It is interesting. And it may be too soon to stick a fork in NWS 40/70 just yet… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your …

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US Onshore Drilling Outlook Remains “Fluid” Six Weeks Into 2019

Summarizing a leading land contract drillers’ rig count outlook, here are the most salient points from last week’s discussion…. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive …

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Our Top 10 Takeaways From The Last Mile Logistics Panel

Last week at the frac sand conference hosted by Petroleum Connection in Houston, we moderated a discussion among four last mile logistics experts. Together, the firms represented on stage touch more than 20 million tons of frac sand per year in various capacities. This panel was a rare chance to …

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Reaction To The Most Controversial Frac Sand Presentation This Week

This week, Covia advanced an argument they have been making on the speaker circuit for several months now, urging customers to use NWS rather than succumbing to the cost savings temptation of local sand. They also introduced a new argument questioning a well performance metric that we’ve never seen challenged before …

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E&P Budget Revision Risk Bites

This week, a negative revision risk we’ve been highlighting surfaced in the form of a swing from growth to contraction. After digesting, we zoom out to look at US spending trends as a whole. There’s a lot more to this story… To read this update and receive our research newsletters, you …

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Improving Oil Price May Slow The Pace Of Drilling Rig Releases In 1Q19

In our weekly rig count update this week, we digest a 2019 outlook from a leading land drilling contractor. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive …

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