When we look back on 1Q21, many of us will probably remember the freeze and power outages in Texas for the rest of our lives. Some of us will remember the sand market craziness too. And a few of us might also recall disorder in other parts of the frac …
Read More »Anyone Remember Guar? The 1Q18 Sand-By-Rail Crisis Is Kinda Like That…
The guar shortage five years ago provides a useful framework for thinking about the latest completions supply chain crisis. 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 new …
Read More »Forum’s Revenue Inversion & M&A Strategy Underscore A Seller’s Market Developing In NAM Completions
On Tuesday, Forum Energy Technologies said their NAM completions business has become their largest revenue generator. Completions and production/infrastructure (C&P) segment revenues contribute 80% of the global oilfield products company’ top line. Moreover, 85% of Forum’s sales are onshore and 80% come from North America (NAM). This is a company …
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