Tag Archives: public companies

  Another oilfield service season is in the books and we are catching up on everything said since we spent more time in the field than listening to calls during this reporting season! There’s a lot more to this story… Login to see the full update…  To read this update …

Smart Sand released their 4Q24 earnings this week… and there was a change-up in the report this quarter. 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 …

Cross currents could buffet market share positions in the months ahead as NWS cedes share to local sand. In this update, we take a look at year-over-year changes in market share for the public frac sand producers. There’s a lot more to this story… Login to see the full update…  …

Experienced E&P strategist Paul Sparks has been thinking about the future of what today is a highly fragmented E&P industry. As the US unconventional business matures, will it always be run by 50+ public Independents and hundreds of smaller privates? Or is mass consolidation the future? History and some of …