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More Frac Markets - Pressure Pumping News
Service Companies Talk Bleak Outlook for Remainder of 2024
As most of you might remember, back in May we told you to expect significant slow down in drilling & completion activity. Read here. But that analysis was…
Shale Experts Frac Maket Forecast 2024
It's that time again, where give you our thoughts based on analysis of what we expect from the frac market/activity this year. As most of you know, we…
Frac Sand Providers Rush to Add Capacity as Demand Jumps
Frac sand providers reported a massive increase in sand/proppant sales during 1Q22, and many of them are forecasting that the market will remain strong into 2023. As a…
Private Equity Ready to Add Frac Capacity in Sold Out Market
With the rapid increase in drilling and completely activity by E&Ps, many service providers are struggling to keep up with the demand for frac fleets and pressure pumping…
Large Oilfield Service Provider Talks D&C Activity, E&P Capex Increase; DUCs
Halliburton reported its 3rd quarter results today. Here is a quick read through. North America Spending Discipline "Public E&Ps remain committed to their spending plans for 2021 while…
Gulf Coast News
Why $90 Oil Isn’t Bringing Back the Rigs
Higher oil prices are not translating cleanly into a drilling response across U.S. shale, and company disclosures are starting to show why. The issue is not simply capital…
These Three Companies Will Increase Drilling & Completion Over The Next 3 Year
In the span of fifteen months, three Japanese energy companies committed more than $10.3 billion to U.S. natural gas production assets — a buying spree that has transferred…
Q1 A&D Transactions Jump to $30B , While Deal Flow Was Down 40%
The first quarter of 2026 has officially defined the "Barbell Era" of American oil and gas. While the total number of deals plummeted by 46% YoY (dropping to…
Wright to U.S. Oil Industry: The Price Signal Is Telling You to Drill
Energy Secretary Chris Wright stood in front of the largest gathering of oil executives in the world this morning and delivered a message that was equal parts market…
Ascent Resources 2026: A Quiet Growth Story for Oilfield Services
Ascent Resources may not be making headlines with rig additions or dramatic well count increases, but a closer read of their March 2026 investor presentation — compared against…
Mid-Continent News
Apa Corp : Doing More With Less
APA's 2025 narrative was one of operational surprise. The company came in beating production guidance every single quarter while spending below plan, capturing over $300MM in cost savings…
Permian Resources to Grow Production 6% in 2026
Permian Resources exited 2025 as the largest pure-play Delaware Basin operator with ~480,000 net acres and >105,000 net royalty acres. The company averaged 392.6 MBoe/d in 2025, including…
Battalion Oil Closes ~$60M West Quito Draw Asset Sale
Battalion Oil Corporation has closed the sale of its West Quito Draw assets in the Southern Delaware Basin to MCM Delaware Resources LLC, a subsidiary of MCM Energy…
Infinity Closes $1.2B Utica Upstream & Midstream Deal
Infinity Natural Resources has completed its $1.2 billion acquisition of upstream and midstream assets in the Ohio Utica Shale from Antero Resources and Antero Midstream, according to company disclosures…
Deal Rumor: ConocoPhillips Exploring $2B Permian Asset Sale
ConocoPhillips is reportedly exploring the potential sale of certain Permian Basin assets in a transaction valued at approximately $2 billion, according to Reuters, citing sources familiar with the…