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. …

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. …

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 …

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 …

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 …

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 …

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, …

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 …

Looking at today’s depressed stock prices for tight oil operators and declining E&P activity trends, you’d never guess that this is actually a relatively wonderful time to be an E&P operator actively developing US tight oil resources. Login to see the full update… To read this update and receive our …

This is not only worth watching for upstream firms and pressure pumpers, but also water midstream firms who are counting on future produced water volumes in these areas and working out long term contracts and infrastructure investments with those contracts in mind. Login to see the full update… To read …

Relative to sand production, last mile is certainly a relative bright spot at the moment. But we submit that too many… 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.) …

Food for thought. The one thing we do know with certainty is that change is the only constant we’ve ever been able to rely on in the oilfield marketplace. While some big step changes have been made over the past 15-20 years, there are always more to come… In this …

The great local sand rush of 2017-2018 has clearly slowed down here as sand prices have dropped into a trough (we estimate Permian FOB mine prices are down some 65% y/y). What’s going on with operations though? Is more sand still to come? We take a look in this data-driven …

Here’s a look at what they said then and now, showing how their thinking has become more transparent. Other operators will definitely take notice if Pioneer’s water tone starts to shift on divestiture, since the company has long been at the forefront of water management in the tight oil E&P …

What can Eagle Ford frac sand customers and suppliers expect for the rest of 2019 on the local sand greenfield front? We’ve rounded up data on the next round of plant startups. There’s a lot more to this story… To read this update and receive our research newsletters, you must …