Tag Archives: eagle ford

We’ve learned exclusive details on the latest Eagle Ford in-basin new entrant after speaking with a company representative about the project. 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 …

We examine the news of a second Eagle Ford frac sand mine, the second this week and it’s only Tuesday. 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 …

Here’s what you need to know about the latest frac sand mine. Is this news the beginning of more E&Ps vertically integrating in-basin sand with either purchases of in-basin mines or raw acreage upon which to build? There’s a lot more to this story… Login to see the full update…  …

Late Friday afternoon, Vista Proppants and Logistics formally announced their intent to go public. The Vista S-1 is packed with interesting revelations. If you don’t have several hours to pore over its 278 pages, here are our CliffsNotes: There’s a lot more to this story… Login to see the full …

On Tuesday, we warned that by taking their foot of the capex gas pedal at this point in the cycle, the Independents risk ceding share in shale development to the Majors. On Wednesday, Chevron’s 2018 budget release confirmed that this indeed will happen if actions follow words. There’s a lot …

Last week we noted that Harvey left us with more upstream questions than answers… questions we expected to begin to get answered this week at the Barclays CEO Energy-Power Conference in New York. On Tuesday afternoon, the first public O&G event since the storm commenced and most companies provided hurricane business …

In an unusual step, Baker Hughes declared Friday that an update on South Texas rig count was impossible to capture last week due to Hurricane Harvey. New drilling permits show the impact though… and we quantify that in this update. There’s a lot more to this story… Login to see …

Emerge Energy Services has been in the news quite a bit recently after hosting their earnings call earlier this month and making an Eagle Ford mine acquisition a few weeks before that. After all their recent disclosures, there wasn’t a whole lot of “new news” made at their analyst day last …

After announcing the acquisition of a San Antonio sand mine on Monday, Emerge Energy Services hosted a conference call on Wednesday to discuss the deal and future plans for the site. If you need to get up to speed on the transaction and our initial take, please refer to this …

  This update started with three qualitative observations we wrote about over the past several days. These sent us back into the spreadsheets for today’s piece. We sliced and diced drilling data to expound on Haynesville green shoots, a Delaware Basin push, and frac sand valuation commentaries. There’s a lot more …