Latest Thoughts

A Half Dozen Frac People On The Move

Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. People on the move also have implications for how business is conducted across the frac value chain. Here are some moves that matter… Login to see …

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Interesting Trend Budding In Eagle Ford Data

In this week’s US drilling trends update, we shine a spotlight on… 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 …

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A Penny On The Dollar For NWS Investments Gone Bad

A long-marketed Northern White Sand asset package finally found a buyer last week…. for what we estimate is a penny on the dollar relative to invested capital. This deal… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …

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Profit Center vs. Cost Center? This Deal’s Impact On Pricing + Unanswered Questions [Liberty Deal Analysis Part 3 Of 3]

Special Report From Our Analyst Plan Today we introduce a special three-part series unpacking the Liberty / Schlumberger M&A deal’s nuanced implications for frac’s critical path supply chain: proppant. Each installment offers in-depth analysis that can’t be found anywhere else, concluding with an executive summary of strategic recommendations and industry …

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Direct Sourcing, Last Mile, & Wellsite Solution Implications [Liberty Deal Analysis Part 2 Of 3]

Special Report From Our Analyst Plan Today we introduce a special three-part series unpacking the Liberty / Schlumberger M&A deal’s nuanced implications for frac’s critical path supply chain: proppant. Each installment offers in-depth analysis that can’t be found anywhere else, concluding with an executive summary of strategic recommendations and industry …

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Sand Mine Valuation Thoughts [Liberty Deal Analysis Part 1 Of 3]

Special Report From Our Analyst Plan Today we introduce a special three-part series unpacking the Liberty / Schlumberger M&A deal’s nuanced implications for frac’s critical path supply chain: proppant. Each installment offers in-depth analysis that can’t be found anywhere else, concluding with an executive summary of strategic recommendations and industry …

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The Past 2 Weeks Don’t Make A Trend, But 2 More Will…

Are we there yet? To the bottom of the worst downturn ever? 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 …

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In Other News… 4 Quick Hits From Frac Land

In addition to the in-depth updates published during another interesting week in the frac life, these quick hits also crossed our desk and are worthy of a mention… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

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Not Something You See Every Day….

An interesting datapoint gives a new dimension to the whole boxes vs. silos debate. 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 …

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The Bankrupting Of Oilfield Service [Chart Of The Day]

Unsurprisingly, lawyers and restructuring advisors are the biggest winners in this mess. They are making out like bandits and harvesting a massive payday from the industry’s financial predicament. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

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Where Exactly Are The First Signs Of Life Appearing In Rig Land?

Finally! Rigs are going back to work here and there… 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 New angles …

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7 Frac People On The Move

Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. 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, …

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Not Much To See Here In Monday’s Frac Sand Bankruptcy Hearing

Quick notes from yet another… 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 New angles on stories you’ll only find …

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Round Trip – Here Are The Debts Poised To Be Erased By An E&P’s Second Bankruptcy Filing In Four Years

Here’s what we learned from a “repeat restructuring” E&P’s latest filings… 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 New …

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Drilling Market Share Changes From Top To Covid Bottom

This week we take stock of market share evolution in the US onshore drilling business during these crazy Covid times… 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 …

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18 Frac People On The Move

We take a look at some notable comings and goings. The frac talent pool continues to play musical chairs. 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 …

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What The Customers Are Saying… About Their Frac Sand

A great many analysts have opinions and prognostications. Forecasts for oilfield services are a dime a dozen. But who’s really listening to what your customers are saying? We are! And here’s what you should know about what they are telling investors about frac sand sourcing… Login to see the full …

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Solaris Estimates The US Frac Crew Count Can Rebound 35-45% In 3Q20

Solaris Oilfield Infrastructure hosted their 2Q20 call on Friday morning. On the call, we…. 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 …

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