Quick Thoughts

Is The Competitive Landscape In Pressure Pumping About To Shift?

On Thursday last week, Reuters reported that Patterson-UTI is exploring the divestiture of their pressure pumping business. After that, we heard from our own sources that… Login to see the chart and figures in the full update… To read this update and receive our research newsletters, you must be a …

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An Oilfield Water Stock Surged Friday Morning On M&A Chatter

Shares of XYZ water company are ripping Friday morning after… There’s a lot more to this story… 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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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… To read …

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Reports Of Schlumberger’s Hauling Demise Are Greatly Exaggerated…

What’s really going on with Schlumberger’s trucking unit? We discuss the story behind the story here… There’s a lot more to this story… 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 …

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OxyDarko It Is As Chevron Walks With Their Billion…

As our newsletter this past Tuesday predicted, Chevron walked…. There’s a lot more to this story… 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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