In a five-minute read, here’s what completions supply chain pros need to know about Schlumberger’s market commentary Thursday morning… 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 …
Read More »In Other News… Jump-starting Greenfield Construction?, Big Blue, Unbundling Nuggets, LML Notes, Rockies Rife With Regulatory Risk…
In addition to the in-depth updates published early this week, a few other interesting items crossed our desk. 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 …
Read More »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… Login to see the full update… To read this …
Read More »It’s Early, But Here Are The Most Important Things Oilfield Service Customers Have Said About 2019
Equally as important as the 2019 spending program figures being released this season is the accompanying management commentary. In fact, this is actually more important than the headline numbers in some cases. We discuss what has caught our eye so far in the 2019 planning season and also provide readers …
Read More »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… 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 …
Read More »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… Login to see the full update… To …
Read More »Midland WTI Spread Blowout Implications [New Discussion Thread]
There’s a new thread over in our members-only discussion forum. In it, Infill Thinkers are discussing the implications of takeaway constraints in the Permian and the recent widening of the Midland crude price differential. Read more and add your response here >> There’s a lot more to this story… Login …
Read More »OCTG Whiplash – Section 232 Tariff Exemptions & A South Korea Deal
The winding saga of Section 232 trade policy evolution and redefinition has whipsawed the OCTG markets this year. We have the latest on what it means for buyers and sellers here… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Permian Points Part 1: In-Basin Sand Spot Pricing Discussion & The Race For Seventh Place
In addition to taking it all in from the West Texas roads this week, we’ve met with management at four in-basin sand mines, two OFS firms, and a regional transportation alliance. We also hosted a well-attended reader meetup in Odessa yesterday and have two more frac sand mine visits behind …
Read More »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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