We take a look at some notable comings and goings. The frac talent pool continues to play musical chairs. 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 »What The Customers Are Saying… About Frac Crews & DUCs
Being a great analyst starts with being a great listener. So we listened… and listened… and listened some more! And here’s what we learned about frac plans… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Frac Focus – Pressure Pumping Market Color From 6 Firms That Control About 1/3rd Of The NAM Frac Market Today
What’s going on in the frac market, hhp trends, working crews, pumping hours etc etc? Read all about it here! 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 …
Read More »Brief Notes On The US Completion Outlook From Thoughts Shared By Three OFS Leaders This Week
Over the past couple of days, we heard from the management teams of Patterson-UTI, Schlumberger, and Core Lab. Here’s what’s… 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 …
Read More »A Career First For Us ALL… Plus, Three More Bankruptcy Bullet Points
Back on March 9, 2020, we wrote in the last sentence of this update: There comes a point in every oilfield cycle where things get Darwinian, and in this downcycle, that time is now. We own our mistakes, and the above point missed the mark on two fronts: i) early timing, …
Read More »5 Things To Know From Halliburton’s Lower 48 Frac Outlook On Monday Morning
It’s on! 2Q20 earnings season is underway and here is our take on the first important market commentary of the season… 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 …
Read More »Chapter 11 For BJ Services Adds To Frac Sand Woes As The Company Winds Down
Another oilfield service name that was a presumptive IPO candidate just a couple years ago, is now bankrupt… 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 to …
Read More »A Large Permian E&P Takes Step 5 Of Our 8-Step Reopening Plan For The Oilfield
An important E&P update this week conforms with our reopening outline and reads well for both oilfield activity and oil prices… 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 …
Read More »Hidden Disruptions Plague A Beleaguered Oilfield And Will Be A Bad Hangover In The Recovery
We recently published data showing how the upstream industry’s conversation on critical structural issues has been interrupted by the immediacy of a dual-threat crisis (pandemic + oil price crash). In reality, that data is just the tip of the iceberg… There’s a lot more to this story… Login to see …
Read More »Back To Ops Basics… With A New Record Achieved In Frac Sand Last Mile Logistics This Week
In this time of business turmoil, operational issues can seem like an afterthought. In a piece several weeks ago, we presented data showing how the pandemic and oil price crash have distracted industry leaders from critical field development optimization issues. In this update, we argue that it’s time to get …
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