Latest Thoughts

Produced Water Pow Wows On The Rise… [Chart Of The Day]

Earlier this week, we released a piece titled the The Oilfield Water Ownership Conundrum, which analyzed the business model strategies of 16 operators on their oilfield water management practices. Even as we write, there are multiple deal processes underway in the oilfield water space. One smart water contact plugged into …

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2019 Is The 2nd Worst Year Ever For Canadian Drilling

Today we look at Precision Drilling’s recent earnings call and annual shareholders’ meeting commentary for highlights from their outlook on the Canadian drilling market. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a …

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Two Notable Frac People On The Move

In this asset-intensive business, talent shifts are often ignored. But we believe people matter. We also believe that recruiting datapoints often carry implications for oilfield trends, value creation, and competitive dynamics. Here are two notable moves that caught our attention recently… There’s a lot more to this story… Login to …

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