In addition to the in-depth updates published over the past week, these 11 “quick hit” datapoints also crossed our desk and are worthy of a mention… 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 …
Read More »New Pressure Pumping Points In An Old Narrative
As oilfield service earnings season winds down, the 1H19 pressure pumping narrative is now pretty well established. Here’s what we heard this week that’s a little bit different and off the beaten path… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »A Fracing Game Of Chicken Is Afoot As Market Visibility Fades [Chart Of The Day]
The frac market is in flux. Who’s still planning to grow? Who’s not? Will plans be realized? We quantify and discuss… 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 »Watch Out For More Vertical Integration News In Frac Sand Before This Month Is Done
Frac sand mining is evolving rapidly and the oilfield service company role in it is changing too. See what we expect to happen next in the full update. 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 »Equipment Manufacturer Optimism Signals Elevated Risk For Frac NPT Ahead
On Monday, we learned that a UK frac equipment manufacturer is outperforming. Learn why and what it means for the US frac equipment supply chain in this update. 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 »FRAC IPOs Return… Literally. Meet The Next Public Completions Outfit
Frac IPOs are back. We mean that literally because the company about to make its public debut will trade under the ticker FRAC. This week, Keane Group Inc., owner of the 7th largest US frac fleet and employer of 1,251, filed an S-1 for a potential IPO. The company is …
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