Latest Thoughts

Corona On Our Minds [Friday Guest Post]

Guest Contributor Introduction From Joseph Triepke: Today’s guest post has been three years in the making. Allow me to explain…. 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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8 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’s New On 6 E&P Water System Sale Processes, Plus A Handful Of Other Oilfield Water Market Datapoints

From the datapoint deluge this week, we’ve extracted these critical pieces of oilfield water market intelligence. 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 …

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US Oilfield RIF Tally Mounts [Chart Of The Day]

One week ago today, we quantified the reduction in force trend using 2019 headcount data from the 15 companies that had filed annual reports up to that point. Today, we’ve added another 22 companies that have released annual reports since then, and the number of jobs lost in US shale …

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Green Light On Bakken Local Sand Project

In a meeting on Wednesday morning, county officials approved the latest… 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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Permian Frac Sand Plant De-Rating [Chart Of The Day]

Permian sand plant staffing reductions effectively de-rated production capacity in 4Q19. The trend in this chart helped set up the supply crunch we’ve dubbed Sandemonium when customer budgets reset seasonally in January… Login to see the full update… To read this update and receive our research newsletters, you must be …

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What The Super Majors Had To Say About Their Prodigious Permian Plans Friday Morning

This morning both Chevron and Exxon hosted conference calls. These are our key takeaways… 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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Member Meetup Tuesday In Houston

Hundreds of oilfield decision makers came to our member meet-ups in 2019 (these are included with your subscription). Will you be there when the industry’s smartest minds and leading executives gather again with us in 2020? Login to get the details on our first gathering of the new year and …

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From Late-2019 Strength To Early-2020 Strength For Permian Permits

From strength to strength in January for this important West Texas drilling activity indicator.. 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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Sandemonium Strikes Again

Just when everyone assumed the Permian was hopelessly oversupplied with sand comes a supply crunch that will make everyone question their beliefs! 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 …

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