Tag Archives: frac

On Monday, we learned that a UK frac equipment manufacturer is outperforming. Learn why and what it means for the US frac equipment supply chain in this update. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Mammoth Energy Services announced Thursday that it has signed a three-year take or pay deal to provide Wisconsin frac sand to an undisclosed pressure pumper. The contract contemplates annual volumes of 720,000 tons comprised of several different grades including 20/40, 30/50, and 40/70. We have thoughts on pricing relative to recent benchmarks, what …

Is frac sand replacing rigs? It would appear so in the US onshore recovery. As unconventional drilling and completion science evolves, the industry’s surface footprint per barrel of oil produced is shrinking. A growing sub-surface footprint (which we can measure with sand) is replacing the surface sprawl. With the US onshore …

A round up of various talking points and trends in the US frac market as it stands today including comments on pricing, utilization, availability, contracting activity, and completion size trends. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

The impact of in-basin sand on the US supply stack is not only the key debate in the silica industry today. It is the single most important debate in the entire US oilfield at present. Today, three-fourths of US frac sand is sourced north of the Mason-Dixon line, but there are …

The conversation about frac sand this year has largely revolved around access to it. Topics of debate have fallen into three buckets: i) inflation, ii) logistics, and iii) whether the mines will be able to meet (or overshoot) the rising call on supply. But skyrocketing sand pumped per well has an …

Schlumberger’s position and perspective on the North American market might best be described as a love-hate relationship. Endorsing the Lower 48 onshore outlook is simply not in Schlumberger’s DNA. Even as the company describes challenges that may make the North American E&P model unsustainable, it can’t resist getting bigger in …

Friday was a potentially transformative day for the US frac business. Not to be outdone by Halliburton’s big news Friday morning, Schlumberger and Weatherford dropped their own bombshell Friday evening. Schlumberger and Weatherford are combining their hydraulic fracturing businesses into a OneStim JV, which will be 70% owned by Schlumberger. …

Earlier this week, we published an in-depth look at Encana’s Davidson pad in the Permian. 64 wells are planned at this site, making it the largest full-scale development in the Permian. We believe that reader response to a report like this can often be more compelling than the report itself, for …

Retail giant Amazon and the hydraulic fracturing business have something in common: costly and complex last mile logistics. Distributing proppant requires just as much sophistication as distributing Echo Dots, Yeti Tumblers, and Kleenex. In 2017, more truckloads of sand per well will be pumped than ever before. The frac industry is trying …