News | DW Monday

DW Monday: Why the shortage of frac sand in Lower 48 Shale?

Posted on April 24, 2017

Many oilfield service and supply companies, including Halliburton (NYSE: HAL), Hi-Crush (NYSE: HCLP), U.S. Silica (NYSE: SLCA), and Fairmount Santrol (NYSE:FMSA) have cited a shortage of frac sand for the U.S. shale plays, specifically 40/70 frac sand in the Permian Basin. Advancements in the horizontal drilling and completion techniques of leading shale E&Ps are driving…read more

DW Monday: Will smaller hedged U.S. E&Ps feel the squeeze as service companies warn of higher costs?

Posted on April 17, 2017

Last month, Dave Lesar of Halliburton noted that the domestic market is short of fracture (frack) sand, equipment and experienced personnel. The No. 1 North American pressure pumper is adding 2,000 people to the payroll and putting idled equipment back to work at a frenetic pace. While the company continues to place an emphasis on…read more

DW Monday: Curiosity can do more than kill a cat

Posted on April 10, 2017

“I have no special talents. I am only passionately curious.” Albert Einstein We live in an age where information at your fingertips is expected, important and integral to the validation of rational business decisions.  Yet the success of any organisation in the future will be directly related to its ability to manipulate data and information…read more

The Results are In – DW Monday

Posted on April 10, 2017

Thank you to the 200+ people who took part in our recent DW Monday survey. A great response with positive responses and some great ideas. So what did you all say? To start our timing of delivery seems to suit almost 90% of you, so you can continue to expect to see the Westwood Insights…read more

DW Monday: The Great Global Gas Surplus

Posted on April 3, 2017

The production of LNG in recent years has increased dramatically. According to Westwood Global Energy data, LNG liquefaction capacity increased from 121 million tons per annum (mmtpa) in 2000 to nearly 270 mmtpa in 2010, and will reach just over 400 mmtpa by the end of 2017. A wave of ‘mega-projects’, each costing tens of…read more

DW Monday: Have Your Say

Posted on March 27, 2017

Over the coming weeks our regular DW Monday commentary will be rebranded to Westwood Insight. This is part of our wider Group rebranding activities as part of Westwood Global Energy Group. We now offer a broader cast of industry view and commentary, drawing from our expanded team of expert analysts across E&A and OFS. Don’t…read more

DW Monday: Vessel Contractors – Re-shaping for the Rebound

Posted on March 6, 2017

The announcement on the 28th February of EMAS Chiyoda’s bankruptcy is the latest in a long line of vessel contractors to fall victim to the downturn since January 2015. Multiple companies such as Cal Dive, Ceona, Cecon, Hercules Offshore, Harkand and Swiber have entered into administration, taking a significant number of vessels out of the…read more

DW Monday: Not Content with Local Content

Posted on February 20, 2017

Brazil and Tanzania are two countries at very different stages of oil and gas development – Brazil is a well-established powerhouse, reeling from a recent corruption scandal, while Tanzania is at the early stage of development after a series of promising discoveries by majors including Shell and Statoil. Both, however, are currently struggling with the…read more

DW Monday: Heavy Lifting Lift off?

Posted on February 13, 2017

Heavy lift vessel (HLV) contractors have faced a challenging market in recent years as the low oil price environment combined with a shift towards subsea installation and deepwater activity has seen fixed platform installations decline globally. The number of fixed assets installed in 2017 is expected to be c.45% less than 2014 levels. This has…read more

DW Monday: Golden Triangle Fades as Deepwater Sector Diversifies

Posted on February 6, 2017

Hydrocarbon production from the ‘Golden Triangle’ – incorporating the deepwater (>500 m water depth) plays of Brazil, the US Gulf of Mexico and West Africa – will peak in 2019 due to the lack of projects sanctioned in recent years. Production data from Douglas-Westwood’s (DW) new online analysis tool, SECTORS, shows combined oil & gas…read more

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