Tag Archives: frac

When frac customers talk, we listen. And here’s what we are hearing about their frac supply chains… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …

Here is the straight skinny on what’s going on with the D&C programs for 27 operators. One thing that stands out is the common focus on… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …

On Wednesday, two pressure pumpers talked with investors about their market outlook and current activity levels. Reading between the lines and screening out the marketing and financial details, here are… Login to see the full update… To read this update and receive our research newsletters, you must be a member. …

There is ample talk in the frac market this week about a potential deal with big implications for the oilfield value chain… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current …

Universal’s parent company talked about the outlook for the frac business today… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

Halliburton hosted their 3Q20 earnings call on Monday morning and here are the takeaways that matter for folks in the frac business… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current …

This morning, Schlumberger kicked off 3Q20 earnings season in the oilfield marketplace… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

Some things never change, and the persistent propensity to overbuild in the frac industry at large will outlive this Chapter 11 era. Twice last week… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

The Devon / WPX deal continues the theme of Lower 48 E&P consolidation and creates the fourth largest unconventional oil producer in the US (only behind Oxy, Conoco and EOG). In the sections below, we provide some customer behavior context for the Devon / WPX merger – viewing the big …

We are honored to carry this very important post from a supply chain strategist at one of the top three pressure pumpers in the US on a potential change in the oilfield marketplace – rebundling in the frac supply chain… Login to see the full update… To read this update …