It’s on! 2Q20 earnings season is underway and here is our take on the first important market commentary of the season… 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 …
Read More »The Big Picture Themes That Matter Most In 2020 US E&P, Oilfield Water, Service And Sand Markets
Today we are giving readers a look behind the curtain at an important part of our research process. We’ve summarized the key themes we believe will be highly influential in shaping oilfield market fundamentals in 2020. Until now, these ideas have just lived on our whiteboard and post-it notes… There’s …
Read More »An Industry Full Of Companies “Focusing On What We Can Control” [Chart Of The Day]
After about the sixth management team this earnings season said “we are focused on what we can control” we decided to spend a little time thinking about… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Permian Drilling Permits Finally Falter. Signal Or Noise?
We take a look at drilling permit demand in the hottest oilfield in the world. What does it mean for what comes next? Also, our regular weekly tables and charts derived by applying a little infill thinking and elbow grease to Baker Hughes rig count data. There’s a lot more …
Read More »Do Turbulent Times Spell Increased Litigation In Oil & Gas? [Guest Post]
Each Friday in June, we are passing the keyboard to one of our readers to share perspective from the field. We have handpicked these experts in their fields to share insights on key oilfield trends and debates. Writing in from the east coast of Canada, Jonathan Dunnett kicks off our Fridays …
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