The document summarizes the current state of the supply chain for hydraulic fracturing services, proppant, guar gum, and water in the Eagle Ford shale play. It finds that constraints have eased as the supply chain has caught up to increased demand from rising rig counts. Specifically, there is now an oversupply of fracturing services and proppant. Guar gum and water availability have also improved. The document forecasts that utilization rates for fracturing services will continue to fall through 2013, driving down prices across the major US plays including the Eagle Ford.
PacWest FracDB Capabilities: A Sophisticated Market Analysis ToolAlexander Robart
The FracDB is the first database of US frac activity available on the market. It provides highly granular data around every aspect of frac operations including pumpers, chemicals, proppant, etc. It is an extremeley powerful tool for the sophisticated analyst to analyze and understand the frac market.
PacWest is a leading consulting firm with deep expertise in the oilfield and unconventionals/shale. In addition to our strategic advisory and consulting services, we offer a collection of market intelligence products focused on the shale and unconventional supply market and industry trends.
HMS Group Investor Presentation June 2011HMS Group
This presentation was prepared for meetings with investors in one-on-one format within Renaissance Capital conference, that took place in Moscow, Russia, on 27-28 June 2011
PacWest FracDB Capabilities: A Sophisticated Market Analysis ToolAlexander Robart
The FracDB is the first database of US frac activity available on the market. It provides highly granular data around every aspect of frac operations including pumpers, chemicals, proppant, etc. It is an extremeley powerful tool for the sophisticated analyst to analyze and understand the frac market.
PacWest is a leading consulting firm with deep expertise in the oilfield and unconventionals/shale. In addition to our strategic advisory and consulting services, we offer a collection of market intelligence products focused on the shale and unconventional supply market and industry trends.
HMS Group Investor Presentation June 2011HMS Group
This presentation was prepared for meetings with investors in one-on-one format within Renaissance Capital conference, that took place in Moscow, Russia, on 27-28 June 2011
More excitement ahead. The eventual award of the RM1.3b Pahang-
Selangor raw water transfer tunnel works on 28 Apr confirms that the
new administration sees the urgency for construction in stimulating the
economy. Langat 2 should be next in the limelight, together with the
massive Klang Valley LRT system. We expect more positive news flow
over the near-term. Continue to Overweight Construction.
Langat 2 next. Langat 2, the downstream portion of the water transfer
project, comprises a 2,180 mld treatment plant and the distribution
pipelines. The estimated RM5b construction contract was awarded in
Feb ’08 to Kumpulan Darul Ehsan, which holds 60% of Kumpulan
Perangsang Selangor (KPS). As KPS does not have a major
construction arm, we think that potential beneficiaries are Gamuda, Loh
& Loh and Taliworks, which have had working experience with, and/or
are affiliated to KPS via shareholdings.
Klang Valley LRT to follow. Local companies have been invited to
submit “expressions of interest” for the LRT extension and upgrading
works, with the government keen to see construction works start within
the next 3-4 months, according to today’s Edge. The extension works
could cost RM7b, including RM1b to buy rolling stocks. Our view is that
the project may be parcelled out and experienced contractors like IJM,
Gamuda, UEM Builders and YTL Corp may bid as turnkey contractors.
Overweight Construction. We continue to expect mid-sized projects
to lead the momentum of construction sector recovery under the fiscal
stimulus. Meanwhile, the inter-state water transfer (including Langat 2)
and Klang Valley LRT extension are also two priority projects under the
9th Malaysia Plan with works expected to start before the decade turns.
IJM, WCT and HSL remain on our Buy list. Meanwhile, Gamuda is a
strong contender for the two mega water and LRT projects. Our Hold
call on the stock is under review, with upward revision potential.
Alexander Robart, a PacWest Principal, spoke at the Latin America Unconventional Gas Conference on the topic of supply chain and infrastructure challenges associated with shale development in emerging international markets.
Overview of PacWest's ground-breaking FracDB product, a propietary database containing detailed chemical and technical information from nearly 10,000 fracs, starting from January 2011.
More excitement ahead. The eventual award of the RM1.3b Pahang-
Selangor raw water transfer tunnel works on 28 Apr confirms that the
new administration sees the urgency for construction in stimulating the
economy. Langat 2 should be next in the limelight, together with the
massive Klang Valley LRT system. We expect more positive news flow
over the near-term. Continue to Overweight Construction.
Langat 2 next. Langat 2, the downstream portion of the water transfer
project, comprises a 2,180 mld treatment plant and the distribution
pipelines. The estimated RM5b construction contract was awarded in
Feb ’08 to Kumpulan Darul Ehsan, which holds 60% of Kumpulan
Perangsang Selangor (KPS). As KPS does not have a major
construction arm, we think that potential beneficiaries are Gamuda, Loh
& Loh and Taliworks, which have had working experience with, and/or
are affiliated to KPS via shareholdings.
Klang Valley LRT to follow. Local companies have been invited to
submit “expressions of interest” for the LRT extension and upgrading
works, with the government keen to see construction works start within
the next 3-4 months, according to today’s Edge. The extension works
could cost RM7b, including RM1b to buy rolling stocks. Our view is that
the project may be parcelled out and experienced contractors like IJM,
Gamuda, UEM Builders and YTL Corp may bid as turnkey contractors.
Overweight Construction. We continue to expect mid-sized projects
to lead the momentum of construction sector recovery under the fiscal
stimulus. Meanwhile, the inter-state water transfer (including Langat 2)
and Klang Valley LRT extension are also two priority projects under the
9th Malaysia Plan with works expected to start before the decade turns.
IJM, WCT and HSL remain on our Buy list. Meanwhile, Gamuda is a
strong contender for the two mega water and LRT projects. Our Hold
call on the stock is under review, with upward revision potential.
Alexander Robart, a PacWest Principal, spoke at the Latin America Unconventional Gas Conference on the topic of supply chain and infrastructure challenges associated with shale development in emerging international markets.
Overview of PacWest's ground-breaking FracDB product, a propietary database containing detailed chemical and technical information from nearly 10,000 fracs, starting from January 2011.
E&P Operator Trends to Vertical Integration: Service Company Threat?Alexander Robart
What do recent E&P operator trends towards vertical integration across pressure pumping, drilling rigs, logistics, frac sand, and coiled tubing mean for service companies? Is this a strategic threat or a short-term trend fad?
PacWest is a leading consulting firm with deep expertise in the oilfield and unconventionals/shale. In addition to our strategic advisory and consulting services, we offer a collection of market intelligence products focused on the shale and unconventional supply market and industry trends.
Red Cat Holdings, through its three wholly owned subsidiaries, Fat Shark, Red Cat Propware, and Rotor Riot provides products, services, and solutions to the drone industry. Fat Shark makes First Person View (FPV) video goggles for the drone industry and has the largest market share for drone video goggles. Red Cat Propware is developing software that
performs flight data analytics, flight data storage, diagnostics, and problem prevention. Rotor Riot is a drone media, education, and ecommerce store. Rotor Riot’s premium brand and large influence on the drone industry
supports and promotes Fat Shark, Red Cat Propware, and future acquisitions while providing direct retail distribution.
This report provides comprehensive, fact-based snapshots of 20+ major PO service providers. Each profile highlights a service provider’s delivery capability, key organizational developments, delivery footprint, and client portfolio along various dimensions such as geography, industry, and buyer size. In addition, each profile provides the positioning of the service provider on Everest Group PEAK MatrixTM with an insightful analysis of its capabilities
Mdm for materials –positive impact of data quality improvementVerdantis Inc.
Agenda
• Introduction -Positive Impact of Data Quality Improvement
• Customer Case Studies
• Oil & Gas Service Provider –Global MDM Initiative for MRO and ETO
• Global Oil & Gas (E&P) SCM/Procurement Initiative
• Post Merger Material MDM Initiative
• Questions and Answers
Attracting and Maintaining Institutional Investment: Panel Session 2Eversheds Sutherland
Slides from the second afternoon panel session at the Eversheds event: Attracting and Maintaining Institutional Investment in Renewable Energy - 2nd July 2012
2002 - Third Annual Analyst & Investor Meeting Corporate Presentation
PacWest Upstream Oil/Gas Supply Chain Update - Eagle Ford
1. Upstream Supply Chain Update
DUG Eagle Ford 2012
San Antonio, TX
October 15, 2012
Christopher Robart, Principal
crobart@pacwestcp.com
+1 202 352 7805
PacWest Consulting Partners | 920 Memorial City Dr | Suite 160 | Houston, TX 77024