A year ago, a public sand company bought an idle mine after its owner restructured from bankruptcy. Here’s the latest on what they are doing with it. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »A Large Permian E&P Takes Step 5 Of Our 8-Step Reopening Plan For The Oilfield
An important E&P update this week conforms with our reopening outline and reads well for both oilfield activity and oil prices… 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 »More Good News. Further Evidence Supporting The Case For Bottoming And Reopening In The US Oilfield
Earlier this week, we outlined an 8-stage “reopening plan” for the US onshore oilfield. Since publishing our initial reopening piece early this week, we’ve encountered several more datapoints that further this narrative. Here are eight of them: There’s a lot more to this story… Login to see the full update… …
Read More »Reopening Rumblings Are Growing Louder In The US Onshore Oilfield
Anyone else glad May 2020 is history? The way things are starting off in June 2020, it looks like we’ll be celebrating it’s end as well. That being said, the turn of the month is accompanied by a welcome tone shift in the oilfield conversation at least. As highlighted by …
Read More »