2018 is the year of the zipper frac. Reducing completion cycle times is a key overriding theme in shale. Zipper frac are expanding both in use and definition. Check out how this trend is impacting completion programs in this update. There’s a lot more to this story… Login to see …
Read More »FTS Int’l Says Frac Market Is Ebbing Not Flowing, Confirms Last Mile Conversion Datapoint [Live Blog Complete]
We live-blogged the FTS International conference call this morning, listening for oilfield marketplace implications (not so much financials or FTSI idiosyncratic issues). 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 …
Read More »Halliburton Issues A Rebuttal And An Endorsement
No EPS or EBITDA or financial speak to give you tired-head. Just the market intel that really matters curated from Halliburton’s earnings conference call on Monday April 23. Oh and also the fireworks… lots of fireworks. There’s a lot more to this story… Login to see the full update… To …
Read More »PropX: 6,000 Boxes And Counting
PropX is growing and they are growing fast. In this update, read exclusive details we learned in a recent meeting with management about the company’s build cadence, trends in box per crew, business model, adoption rates, and the impacts of steel tariffs and OSHA regs. There’s a lot more to …
Read More »STACK Threat Level Falling From The Oklahoma Wildfires That Raged Near Rigs & Greenfield Mines This Week
Thoughts on the developing wildfire situation in the Mid-Con as it pertains to upstream activity. This is a fluid situation, and we’ll be adding updates to this post as events unfold. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »A Firsthand Look At Liberty Oilfield Services Taking Eagle Ford Market Share [Boots On The Ground Report]
Liberty Oilfield Services may be the new kid on the pressure pumping block in the Eagle Ford, but they aren’t wasting time making a name for themselves here. Last week, we put boots on the ground in the Eagle Ford, gathering firsthand market intelligence on the local moves Liberty is …
Read More »Real-Time Takeaways From Liberty Frac’s First Ever Quarterly Earnings Conference Call… [Live Blog Complete]
Newly minted public frac company Liberty Oilfield Services hosted their first ever quarterly earnings call on Tuesday March 13, 2018. We are live-blogged it, and these are our key takeaways… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
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 »Halliburton Has Begun Building Frac Horsepower And Hinted That Frac Sand Pricing Peaked In 4Q17
Here are our key takeaways in terms of general oilfield service market insights from the Halliburton conference call on Monday morning. 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 »What’s Behind Your Blender? Introducing Well Site Frac Sand Handling Market Share Estimates
In the chart below, we’ve attempted to quantify a relatively opaque, highly competitive, and rapidly evolving last mile market segment – well-site frac sand handling and storage. As completion intensity exploded over the past few years, frac sand handling at the well-site just before it enters the blender and is …
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Infill Thinking Lifting the O&G knowledge curve