We had a conversation with a frac sand supplier this morning that went alot like many others we’ve had with contacts in the supply base recently… 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 …
Read More »A Brief History Of Oilfield S-Curve Shifts, And A Couple To Watch…
Food for thought. The one thing we do know with certainty is that change is the only constant we’ve ever been able to rely on in the oilfield marketplace. While some big step changes have been made over the past 15-20 years, there are always more to come… In this …
Read More »An “E-Frac Killer”? Too Soon?? A Few Questions Come To Mind…
In this update, we share our thought progression upon seeing talk implying that a new frac pump design might be considered to be an “e-frac killer.” 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 …
Read More »Paying A Visit To A Sand Team That Tends To Fly Under The Radar [Eagle Ford Stops Along The Road]
During our recent field trip to the Eagle Ford, we met with the seasoned management team of a sand company that tends to fly a bit under the radar. Here is what we learned and saw… There’s a lot more to this story… Login to see the full update… To …
Read More »Signal Peak Silica Site Visit Notes [Eagle Ford Stops Along The Road]
Last month during our Eagle Ford market intel gathering trip (see the big picture highlights here), we stopped by the Signal Peak Silica frac sand production facility for a tour and meeting with management. There’s a lot more to this story… Login to see the full update… To read this …
Read More »A Shot In The Arm, But The US Frac Supply Chain Still Needs Surgery
Sunday was not a day of rest for most folks who think about the oil and gas industry for a living. We’ve never seen so many weekend news updates and research notes hit our inbox, and for good reason. In the days (and possibly weeks) ahead, you will see countless …
Read More »More Sideline Stuff From The Big Completions Supply Chain Conference Last Week
Earlier this week we shared five talking points from our sideline conversations at the Petroleum Club’s completion supply chain conference last week. We wrap up our event coverage today with these additional points from our conversations. There’s a lot more to this story… Login to see the full update… To …
Read More »Tracking The Produced Water Re-Use Leaderboard & Changes In It [Chart Of The Day]
Last week, we published a research update discussing why produced water reuse as frac fluid is on the rise and what factors might drive the next leg up in the treated water trend in fracing. The catalyst for that piece was a research project our team was conducting to update …
Read More »Hot Takes From The Big Stage During Last Week’s Local Sand & NWS Panels At The Petroleum Connection Event
Last week’s three-day Petroleum Connection was the biggest event of the year in the frac sand supply and logistics industry, drawing over 500 attendees and the who’s who of the completions supply chain. The agenda was well constructed, and we tip our hats to the conference organizers for their thoughtful …
Read More »Uptick In Unusual Compliance Disclosures By A Permian Pressure Pumper (And One Of Their Customers)…
This chain of events may end quietly with little fanfare and that’d be great. But we’ll be keeping an eye out for additional filings here as it’s not every day we see this much action on the legal disclosure front… There’s a lot more to this story… Login to see …
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