Tag Archives: ofs

E&P Budget Revision Risk Bites

This week, a negative revision risk we’ve been highlighting surfaced in the form of a swing from growth to contraction. After digesting, we zoom out to look at US spending trends as a whole. There’s a lot more to this story… To read this update and receive our research newsletters, you …

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When It Rains, It Pours

While we were getting drenched in the MidCon this week, the sky was falling in New York too. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research …

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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… To read this update and receive our research …

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5 Quick Hits From The Latest Oilfield Service IPO Filing: More Frac Newbuilds, Follow-Me Rigs, Silica Regs and more…

Diversified oilfield service provider Quintana Energy Services Inc. filed an amended S-1 this week for their $160mm IPO. The company operates a diverse roll up of product service lines consisting of directional drilling, pressure pumping (209k frac HHP), pressure control, and wireline services. From Mid-Con roots, Quintana’s footprint has spread …

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Permian Frac Sand Scattershooting Part 2: Smart Sand’s Plan, Well Performance, New Contracts, Delaware Usage

Another installment in our popular series of tidbits on Permian Basin frac sand mine scene happenings. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …

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