Amid recent volatility, our data team stress tested our predictive models and we share some insights on downside scenarios here… 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 member. If you are …
Read More »Here’s What The Boots On The Ground Say About Active Frac Crews, Basin-By-Basin [Data Table]
We have arrived at the following ranges for active frac crew counts by basin based on information received from multiple plugged-in contacts we trust. This isn’t necessarily “Gospel,” and you may have hard data you are relying on that falls outside these ranges. But there is value in knowing where …
Read More »Is $20-$25/bbl WTI Just A Waypoint On The Journey To $10/bbl Or Lower? [US O&G Worst Case Scenario Thought Piece]
An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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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