Tag Archives: completions

The conversation about frac sand this year has largely revolved around access to it. Topics of debate have fallen into three buckets: i) inflation, ii) logistics, and iii) whether the mines will be able to meet (or overshoot) the rising call on supply. But skyrocketing sand pumped per well has an …

Current members login here to read full story… West Texas Ranchers in Winkler County know the name Black Mountain Sand well. Now, operators in the Permian are getting to know the name Black Mountain Sand. Soon everyone that cares about frac sand will know the name. The company is working on the …

Schlumberger’s position and perspective on the North American market might best be described as a love-hate relationship. Endorsing the Lower 48 onshore outlook is simply not in Schlumberger’s DNA. Even as the company describes challenges that may make the North American E&P model unsustainable, it can’t resist getting bigger in …

Friday was a potentially transformative day for the US frac business. Not to be outdone by Halliburton’s big news Friday morning, Schlumberger and Weatherford dropped their own bombshell Friday evening. Schlumberger and Weatherford are combining their hydraulic fracturing businesses into a OneStim JV, which will be 70% owned by Schlumberger. …

Halliburton took an unusual step on Friday morning, hosting a conference call before the quarter ended to provide an operational update. On the call, Big Red put all other US pumpers on notice: the US is their turf and they won’t give it up easy. The company has executed a strategic pivot from …

One of our takeaways from the Petroleum Connection’s frac sand conference in Houston earlier this month was the threat of cheap, quick supply coming online from brownfield capacity expansion. Over the past several weeks, this threat has fed investor concerns that looming supply growth will soften the frac sand market which …

Solaris Oilfield Infrastructure Inc. filed for a $100mm IPO late last week. Solaris is one of the frac sand last mile logistics companies highlighted in our deep dive report, which identified the company as a likely candidate to go public this year. Unlike some other new last mile solutions focused …

Earlier this week, we published an in-depth look at Encana’s Davidson pad in the Permian. 64 wells are planned at this site, making it the largest full-scale development in the Permian. We believe that reader response to a report like this can often be more compelling than the report itself, for …

Traveling down W FM Road 1787 south of Odessa before Hwy 349,  a well-worn dirt road wide enough for two-way traffic cuts off the main road. About two miles down this dirt road lies a monster. This is the site of Encana’s Davidson multi-well pad – a Permian phenomenon. It is the …

Depending on the oilfield service or product line, we’ve heard of price increases of anywhere from 5% to 40% pushed through just in the past few months alone. As service companies look for new angles to justify higher list prices, they are increasingly pointing a finger at the labor pool. …