Catching up with the company’s leadership team this week, we learned more about their CNG refleeting efforts announced last week. 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 …
Read More »RIF Watch: Details On This Week’s Mass MidCon Frac Layoff
After an open records request, we’ve been able to learn some new insights about the massive MidCon reduction in force happening this week in the oilfield service industry. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Permian Perspective Part One: Where We’ve Been, Thank Yous, & Full Throttle Local Sand Consumption
Our team’s week in the Permian Basin is flying by, and our notepad is filling up with boots-on-the-ground research takeaways. Here is our first round of observations from the world’s busiest oilfield… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Unbundled E&Ps Now Consume More Than A Quarter Of US Frac Sand [Operator List & Demand Estimates]
In this data-intensive report in our Out Think series, we take an in-depth look at the growing trend of direct sourcing and frac supply chain unbundling. In This Report You Will See: Why More Operators Are Moving To Self-Sourcing A List Of Which Operators Are Self-Sourcing How Much Sand They …
Read More »Black Mountain Has A Multi-Year Frac Sand Contract… Infill Thinking Has A Mine-Gate Pricing Estimate
There’s been some talk in the market this week that sand customers might be skeptical of inking deals with startup sand producers. But what we heard from one E&P on Wednesday suggests just the opposite… Black Mountain has at least one long-term deal in the bag and probably more that …
Read More »Just When Everyone Thought Deepwater Was Dead… A Twitch.
This past weekend, we read a half dozen transcripts of earnings calls from the oil majors and national oil companies (NOCs). The big guys are all whistling the same tune. They are successfully re-engineering pending deepwater projects to fit $50 oil (and below). They are ready to clear their final investment decision …
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