Tag Archives: frac

Since the Liberty / Schlumberger transaction was announced, the direct sourcing trend has become a hot topic again. I don’t know about you, but it’s nice to be talking about something other than bankruptcy and downturn trends again! Unbundling in the completions supply chain has gone mainstream over the past …

As most readers know by now, Schlumberger sold their frac business to Liberty in a big deal announced this morning. The deal, code named “Project Stars” per the deck title, makes Liberty… There’s a lot more to this story… Login to see the full update…  To read this update and …

In addition to the in-depth updates published during another interesting week in the frac life, these quick hits also crossed our desk and are worthy of a mention… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

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 …

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 …

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 …

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 …

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, …

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 …

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 …