Over the past 24 months, several driving forces have advanced the upstream industry mindset on water recycling, causing reuse to rise sharply. But there’s still plenty of room to grow, and we take a look at why, where things stand now, and what’s next in water recycling. If you are …
Read More »Embedded In The Eagle Ford – A Dozen Market Takeaways From Our Latest Completions Supply Chain Field Trip
In South Texas last week, we drove out to 13 local mines and 1 rail terminal. We went behind the gate with management teams for discussion and site visits at about half those locations. It was a busy couple days! Starting today, you’ll find the market intelligence we’ve gathered shared …
Read More »Thinning The Herd – The Public E&P Universe Is Shrinking Via M&A, Delistings
On the heels of yet another combination of public E&P operators this morning (PDC Energy and SRC Energy), we spent some time thinking about the expansion, peak and contraction of the public E&P universe. There’s a lot more to this story… Login to see the full update… To read this …
Read More »Tying It All Together: Mapping Logical Destinations For Utah Local Frac Sand [Part 4/4 Utah Sand Series]
We may be wrapping up our Utah frac sand spotlight series today, but our coverage of this emerging local sand market doesn’t end here. We’ll be reporting on the local sand story in Utah as first shipments begin later this year, reporting on adoption trends, competitive dynamics, quality, surety of …
Read More »Southern Red Sands Spotlight After CEO Chat [Part 3/4 Utah Sand Series]
In an exclusive series of updates over the past couple of weeks, we have been analyzing frac sand market conditions in the often overlooked Utah completions market where big changes are happening in the supply stack. In this third installment of the series, we shine a spotlight on one new …
Read More »How Much Local Utah Sand Will Be Devoured? A Look At Demand And “Uniquely Utah” Logistics Issues [2/4 Uinta Sand Series]
In a research update last week, we shared exclusive details on the local frac sand production scene in the state of Utah. In the second installment of our three-part series on local sand in the Uinta Basin, we discuss proppant demand and logistics in this unique completions market. There’s a …
Read More »The Case Against Re-Bundling Final Mile [Guest Post]
“You might be surprised, but some of the most successful E&Ps to truly direct source final mile sand, trucking, and storage are the small to midsized E&Ps,” writes today’s guest author. Then he explains why as well as a big mistake he thinks some folks in the market are making …
Read More »Haynesville Sand Market Update As Jerry Jones Ups His Stake To Over A Billion In The Play
During our recent field trip through the basin and many conversations with a variety of local market participants, we’ve managed to piece together some general market intel on the proppant market and supply chain conditions in this basin. There’s a lot more to this story… Login to see the full …
Read More »When Water & Sand Don’t Mix – A New MidCon “Permitatorium” To Monitor
We are keeping an eye on a new act that might have implications for future local frac sand capacity in Oklahoma’s SCOOP/STACK plays. 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. …
Read More »What Does “Sustainable” Look Like? [A Frac Sand Op-Ed]
I don’t say this often, but this op-ed guest post is a must-read. It might be a wake up call for some folks. It’ll no doubt serve as confirmation for others. And while some of the piece is controversial, I suspect that more readers than not will be nodding their …
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