In partnership with our affiliate Lium, we’ve recently begun to actively model frac spreads by power type across the Lower 48…. 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 …
Read More »One Step Forward, One Step Back For Electric Frac
We analyze the latest electric frac fleet news, breaking down a new disclosure from a leading pressure pumper. 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 to …
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 »Vertical Disintegration At Pioneer Natural Resources
Analysis of the breaking Pioneer news to divest their frac horsepower into the hands of a third-party with a long-term agreement to use the equipment here. This is a big one folks. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »ProPetro Talks Frac Efficiency, Contracting Strategy, And Newbuilds For Next Year [Live Blog Complete]
We are live-blogging the most important comments with oilfield marketplace implications from the ProPetro call this morning. 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 to Infill …
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 »Horsepower Feeding Frenzy In The Permian As ProPetro Launches The 2nd Frac IPO Of The Year
Following the well received initial public offering floated by Keane Group (ticker FRAC) in January, ProPetro filed for their IPO on Wednesday. They take the ticker PUMP – stale oilfield comp sheets are getting a trendy new makeover. This Permian pumper is going to grow fast – sign in to read all …
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