US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …
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What Happened: Yesterday evening, Liberty announced they are buying out PropX for $90mm. Here are our quick thoughts on the deal. 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.) …
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Resourcing the last mile on frac jobs is tough now, but it could be EXTREMELY chaotic in Jan 2022, even by typical first quarter standards. 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 …
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Over the weekend we shared bad news about a large carrier closing shop. They weren’t the only sand hauler to call it quits 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 …
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We are looking forward to participating in the Petroleum Connection’s 10th Annual Frac Sand Supply & Logistics Conference. In advance of the event, we tip our hat to our friends at the Petroleum Connection for a decade of fantastic events in this sector – that’s quite a milestone and this …
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Why It Matters: EOG’s outlook is closely watched as they are the shale bellwether – so here we summarize what matters for the D&C market from their call, starting with an interesting comment on sand… Login to see the full update… To read this update and receive our research newsletters, …
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US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …
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Nearly a year ago, we “guesstimated” (and then confirmed) that the first NOV SandBank deployed to Argentina’s Vaca Muerta Shale (here’s a link). This 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 …
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In addition to the in-depth updates published so far during this week in the frac research life, these 7 quick hits also crossed our desk and are worthy of a mention… Login to see the full update… To read this update and receive our research newsletters, you must be a …
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An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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, …
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Infill Thinking Lifting the O&G knowledge curve
