Nick Cook, Editor
Issue #504 | February 19, 2025
While there’s some great information to be discussed, the biggest news is Diamondback’s acquisition of Double Eagle. One of the most interesting pieces to us is a look at how M&A is affecting the breakdown of the pressure pumping market. The effects of M&A on the OFS space is definitely a theme that will reoccur frequently at April’s Frac Sand Update… Also interesting to note a spot price change in Permian sand.
Pour the coffee, take a few minutes, and see what’s the latest.
And now, the news…
When E&P M&A happens, it’s always worth noting if the acquiring operator has a strong tendency to use a particular frac service provider and how that preference lines up with the target’s vendors.
Deal would accelerate development of the Midland Basin of the Permian Basin.
A peace deal between Russia and Ukraine could lead to higher oil output and lower Brent prices, offering some relief to consumers, according to Bank of America analysts.
Nowhere to go but up? Not so fast my friend…
Interesting take from some stock analysts.
As more and more OFS firms eye the AI data center buildout as an opportunity for them to provide mobile power gen solutions, here is a unique play-by-play on the construction of a unique data center project.
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