Following our Appalachian oilfield trip last week, we are shining a spotlight on Marcellus / Utica drilling and completions trends in this edition of our regular weekly rig count. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Analysis And Context On The Newest Unbundled Operator’s Supply Agreement
We break down the breaking news as it happens. In this piece, you’ll find analysis posted minutes after the latest frac supply chain press release. No regurgitation of the release, just insights to help put it in context. There’s a lot more to this story… Login to see the full …
Read More »Joining The Greenfield Band: In-Basin Sand Has Recruited More Basins [Chart Of The Day]
The Permian is the epicenter of the in-basin frac sand trend. Local sand sourcing is a trend that will be on display in full force in Ft Worth this week as upstream executives gather to talk all things Permian. But the magnitude of the trend’s reach into other geo-markets is …
Read More »Antero’s Frac Supply Chain Strategy Is Changing. Here’s What We Know And What We Think We Know
Antero made some interesting comments at an investor conference this week. We break down what you need to know about their frac supply chain 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 …
Read More »Marcellus March Madness – Drilling Activity Is Hitting Multi-Year Highs
Back in October 2017, we noticed a spike in Marcellus well permitting and wrote in this update: “Permits surging to 24-month high, look for spuds to play catch up into 1Q18. Fast forward to today, and this is playing out as expected, albeit slightly behind our expectations on timing. In …
Read More »The Permian Rig Count Has Moved Higher Despite A Permitting Plateau
In our weekly rig count update this week, we slice and dice the latest drilling permit data in the Permian, divining clues about the future direction of the rig count in the Permian Basin and beyond. There’s a lot more to this story… Login to see the full update… To …
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