As E&Ps react to extreme temps in the Permian by shutting down fracs, we think through the ripple effects this will have in the oilfield marketplace… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …
Read More »Thinking Ahead
Where To Next For Frac Sand? Will The Industry Ever Be Able To Extract Itself From This Mess?
The frac sand business finds itself between a rock and hard place these days. The rock is extreme… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get …
Read More »Ranking The Basins By 2021 Sentiment On The Completions Outlook [Thoughts & Chart Of The Day]
Relative to the lows of 2Q20, which basin will enjoy the best trends after the ball drops on a miserable 2020 and 2021 completions programs start to kick in? Over the past couple of weeks, we’ve touched base with a whole bunch of industry contacts in the process of…. Login …
Read More »2021 Producer Perspectives – Peering Ahead As Operators Begin To Firm Up Next Year’s Business Plan
We hope everyone enjoyed the Labor Day holiday weekend despite the pandemic. For many oilfield business folks, this holiday traditionally marks the…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current …
Read More »The Permian Frac Sand Market Could Get Interesting In 2021 [Chart Of The Day]
What does the future hold for the depressed local sand market out West? We blow the dust off our crystal ball and leverage some intel from our premium data service to try to provide some context here… Login to see the full update… To read this update and receive our …
Read More »Mass Bankruptcy. What Does It Mean For “The 3 C’s” Of Oilfield Service?
It seems like every couple days another oilfield company declares Chapter 11. Against this bankruptcy backdrop, we consider the future of oilfield services… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew …
Read More »Frac Sand’s Downtrend Concisely Articulated
We believe this market color bears repeating verbatim here, and we quote: Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …
Read More »People, Pricing & Money Weigh Heavy On The Mind As Green Shoots Form [Chart Of The Day]
Consensus may differ on the shape or strength of the coming recovery, but the focus on three key themes is virtually unanimous across the oilfield business as green shoots form…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. …
Read More »Loaded And Abandoned. Stranded Sand Could Be The Next Big Twist In The Frac Supply Chain Story…
The fine print in the latest frac sand bankruptcy filing is a cautionary tale of hidden frac sand inventory that could weigh on the market when bid activity picks up… Login to see the full update… To read this update and receive our research newsletters, you must be a member. …
Read More »Reopening Rumblings Are Growing Louder In The US Onshore Oilfield
Anyone else glad May 2020 is history? The way things are starting off in June 2020, it looks like we’ll be celebrating it’s end as well. That being said, the turn of the month is accompanied by a welcome tone shift in the oilfield conversation at least. As highlighted by …
Read More »Imagining The Unimaginable – Here Are Our Rock Bottom Targets For The 2020 US Oilfield
Earlier this week we outlined 10 key debates that will commence as soon as the oilfield market bottoms. How will we know when the bottom is here? On what kind of stage will these debates play out? What are reasonable expectations for oilfield activity when the floor is reached? In …
Read More »When We Make It To The Other Side… The Top 10 Debates For When The NAM Oilfield Bottoms
One beaten-down reader told us last week that we need to start a virtual happy hour after every newsletter we send these days. We understand – the subject matter is indeed depressing. Recent newsletters haven’t been easy for us to ship, for we know that our writings reflect the pain …
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… Login …
Read More »Iran Strike And Saber Rattling Dramatically Underscore The Big US E&P Dilemma In 2020
Bang! 2020 is off to a dynamic start. Geopolitical risk has again taken the center stage, driving out-performance in crude oil prices and oilfield equities vs. the broader market in early-year trading. And this week’s developments on the global state punctuate a big question for the US oilfield this year, …
Read More »The Final Frontier In Frac Sand Logistics Optimization?
In our last Friday’s in December guest post of 2019, a “reformed Northern White Sand apologist” penned an op-ed piece on disruption in the frac sand industry. It hinted at something we’ve been hearing about for several months… something could be the next disruptive wave in frac sand supply… Login …
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