It seems like everyone from Midland to New York that cares about the oilfield market is running their own frac spread count tracker out of their quarantine quarters these days! So how about some factual inputs and validation for your own version of the latest frac action (or lack thereof)? …
Read More »“ESG Fleets,” Attrition Ends? A Major Stops Fracing, & A Newbuild Order… It’s Been An Exciting Week In The Pressure Pumping Market
This week, two large pressure pumpers hosted 4Q19 earnings calls. Here are our takeaways from their remarks as it pertains to the 2020 pressure pumping market… 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 »2019 Last Mile Preview: Compression, Judgement Day, Silica Valley, Replacement Fatigue, Pneumatics, and more… [4/4]
We are previewing key themes for 2019 that will help shape and influence last mile logistics for completions across the Lower 48. In this piece, we address how frac crew efficiency gains impact logistics, the first US last mile solution to go overseas, software, the biggest pain of direct sourcing, …
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 »A Firsthand Look At Liberty Oilfield Services Taking Eagle Ford Market Share [Boots On The Ground Report]
Liberty Oilfield Services may be the new kid on the pressure pumping block in the Eagle Ford, but they aren’t wasting time making a name for themselves here. Last week, we put boots on the ground in the Eagle Ford, gathering firsthand market intelligence on the local moves Liberty is …
Read More »Real-Time Takeaways From Liberty Frac’s First Ever Quarterly Earnings Conference Call… [Live Blog Complete]
Newly minted public frac company Liberty Oilfield Services hosted their first ever quarterly earnings call on Tuesday March 13, 2018. We are live-blogged it, and these are our key takeaways… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
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