A clearer picture begins to emerge about what Covia’s capital structure and financial statements will look like post-Chapter 11… 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 …
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The future of the frac supply chain’s competitive landscape is being rapidly reshaped by restructuring activity. Maintaining situational awareness in multiple fast-moving cases is key. And this week… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
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We screened the universe of large oilfield service customers looking for indications of elevated risk. For oilfield service firms and suppliers, it matters who you are doing business with. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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The Coloradan E&P industry is braced for the earth to move beneath their feet, and tolerance for QHSE risk is about zero among the operators navigating this challenging regulatory landscape. When we talk with our O&G contacts in the Rockies, regulation invariably comes up. So here’s an update on where …
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Prior to 3Q18 earnings season, we singled out inventory trends for the frac sand producers as an underappreciated financial metric worth keeping an eye on. While many analysts do a good job of keeping up with volumes, pricing, and contribution margins, we believe that inventory balances and turns can also be …
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Check out an underappreciated financial statistic that we think is important to monitor into the upcoming earnings season as a sign of industry health. 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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Infill Thinking Lifting the O&G knowledge curve
