Next week, we’ll put our necks on the line by publishing predictions for the shale outlook in 2023. Admittedly, the outlook is a bit ho hum this year by oilfield standards. That’s not to say we won’t have some fireworks though. So to spice things up a bit before the 2023 …
Read More »War On Talent Easing In The Oilfield?
After some chatter about shale labor pressure easing a bit, we turned to the hard data for indications of workforce size and cost trends. 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 …
Read More »The Nascent Rail Service Recovery Breathes A HUGE Sigh Of Relief [Charts Of The Day]
For frac it would have been a big deal but for railroads, it could have been devastating. 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 to Infill …
Read More »Vintage Distribution Of Permian In-Basin Sand Capacity [Chart Of The Day]
We are tracking 10 new Permian local sand mines this year, which got us thinking about the vintage distribution of in-basin nameplate capacity. 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. …
Read More »Frac Inflation – One Big Driver Quantified [Chart Of The Day]
Inflation has been one of the hottest topics in shale lately, so here we take a look at one of the key drivers of completions cost escalation with hard data. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Live From New York… It’s Shale Outlook Time
With the rubber hitting the road on 2023 budget planning, OFS and E&P CEOs converged in New York this week for the annual Barclays energy investor conference. Here’s what stood out to us… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Got Cash? More Private Equity Backers Of Oilfield Firms Could Be Heading For The Exits
We think through some reasons why a lot of oilfield service companies could be up for sale – many more than normal at this point in the cycle – and what this could mean for M&A and consolidation going forward. There’s a lot more to this story… Login to see …
Read More »Macro Meltdown, But OFS May Be Best House In Bad Neighborhood! [Charts Of The Day]
Capital allocators have a tough job right now as the market focuses intently on discounting bigger risks into assets: inflation is terrible, more Fed rate hikes are coming, and recession fears loom large. Here are some reasons why we are still optimistic about oilfield investments. There’s a lot more to …
Read More »4 Things We CLARIFIED In Grapevine This Week…
This week, we participated in the 10th Annual Petroleum Connection Frac Supply & Logistics Conference in Grapevine Texas. In a related update this moring, we highlighted some new things we learned at the event. The focus of the following key takeaways is on market observations we thought we knew about …
Read More »5 Things We LEARNED In Grapevine This Week…
This week, Grapevine Texas is the epicenter of the frac sand industry as about 300 completions industry insiders have gathered for the 10th Annual Petroleum Connection Frac Supply & Logistics Conference. They came for the great content and networking. They stayed for the seafood tower (crab claws anyone?), sushi at …
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