Infill Thoughts

In research, going down one path often leads to another. And that’s often when things become most interesting. While updating our recycled water leader board chart, first introduced in 4Q18, we got side-tracked by a quick thought exercise. In this update, we use operator spending budgets in conjunction with their …

After a relatively quiet couple of weeks in the frac sand marketplace, chatter in the channels we check has picked back up a bit. Here are five things that matter that we’ve heard this week… There’s a lot more to this story… Login to see the full update…  To read …

In this week’s regular weekly rig count update, we zoom in on a leading indicator for drilling activity in the Eagle Ford shale. 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. …

Who’s suing who in the frac sand space? Here’s the latest intel gleaned from our review of public records… 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 …

What’s interesting is that not all sand dunes are suitable for frac sand, which seems counterintuitive. This is due in part to the age of the formation – the sand hasn’t been in the rock tumbler (environment) long enough to smooth out the rough edges like the older marine formations …

Oilfield water management’s rapid evolution from cottage industry to stand-alone business is attracting dozens of new players across the entire water value chain. As startups join stalwarts in a business model revolution, our Aqua Men series brings this fast developing space to life. This is the first profile in our …

With the last mile market now sufficiently supplied by new gen equipment, competition is hot even if you have the latest and greatest gear. If you have equipment built more than 5-10 years ago… well… you might be looking for the exit. In April, one owner will put a fleet of …

With just a week left in the quarter, we quantified a leading indicator for Permian drilling activity in this edition of our weekly rig count update. 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 …

This government data set is worth highlighting this morning, since it directionally lines up with recent frac sand management commentary on the bottom… 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. …

Frac sand plants lower on the cost curve are whistling past a graveyard that is filling up with idled capacity. In this data-driven update, we take a look at the trend and discuss its implications for the marketplace. There’s a lot more to this story… Login to see the full …