Latest Thoughts

It Took Just Over 400 Frac Sand Trucks To Break A STACK Record [Follow The Leaders]

We did some math on the record breaking well announced by the STACK leader this week. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …

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Establishing A 2018 Tight Oil E&P Capex Growth Floor? The Most Budget Conscious E&P Set A 16% 2018 Increase Vs. Prior 2017 Plan

Anadarko’s 2018 capital spending program was released Thursday morning. It is one of the first detailed 2018 E&P budgets to be released this budget season. Given their focus on discipline and returns and leadership in crafting a sustainable framework for developing tight oil, Anadarko’s E&P capex budget should help establish …

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Checking In With The New Frac Sand Exchange

We provide an update on the industry’s first frac sand exchange and a look behind the scenes at some new features the platform is rolling out. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial …

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Permian Frac Sand Scattershooting Part 2: Smart Sand’s Plan, Well Performance, New Contracts, Delaware Usage

Another installment in our popular series of tidbits on Permian Basin frac sand mine scene happenings. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …

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Permian Frac Sand Scattershooting Part 1 – Minegate Price Clue, Coating Facility, Site Updates, Skeptical Operator, and more…

The following list is baker’s dozen of assorted datapoints and tidbits we’ve heard about the frac sand business over the past couple weeks. This piece addresses the goings-on in Permian frac sand. We’ll have another installment of frac sand scattershooting later this week to address trends in the broader market. …

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Forum’s Revenue Inversion & M&A Strategy Underscore A Seller’s Market Developing In NAM Completions

On Tuesday, Forum Energy Technologies said their NAM completions business has become their largest revenue generator. Completions and production/infrastructure (C&P) segment revenues contribute 80% of the global oilfield products company’ top line. Moreover, 85% of Forum’s sales are onshore and 80% come from North America (NAM). This is a company …

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Hi Crush Quick Take: Sales And Volume Charts, Kermit Update, Coarse Reclamation

Quick take after Hi-Crush released earnings this afternoon. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll …

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Tailwinds Form Behind 2018 E&P Capex Budgets

The following brief analytical editorial was excerpted from our twice-weekly newsletter on Tuesday October 31, 2017.   There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters …

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We Fished These 25 Key Points From The Earnings Ocean

During earnings season, an ocean of content comes at you fast. 7,000 words are spoken on the average earnings conference call. There were 27 oilfield earnings conference calls this week. We did the math. That’s the word count equivalent of 200 Infill Thinking posts. How much of this info overload …

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New Movement On Petition To List The Lizard [Exclusive]

Subscribers only. Breaking and exclusive reporting on the very latest in the dune sage brush lizard story from Infill Thinking. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get …

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After A “Fractastic” Quarter, Schlumberger Diagnoses The US Onshore Market With A Muted Growth Outlook Next Year

Listening to Schlumberger’s conference call this morning, we were reminded just how much Big OFS has changed. In this update, we focus on takeaways relevant to the oilfield’s general population – specifically the outlook for US pressure pumping, international OFS, new offshore contracting models, and the oil macro. There’s a lot …

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3Q17 Oilfield Earnings Season Cram Session

Over the next three weeks, 86 oilfield companies we monitor will host conference calls to discuss results and outlook. We’ve got a cool sector timeline plus heatmap to help you know when to tune in to hear from sectors you care about. We also share an easy to digest list …

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One Of The World’s Most Capable Offshore Rigs Just Agreed To Work Pro Bono For The Next 24 Months

We break down a very important offshore drilling contract, explaining what it means for the deepwater market. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters …

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Oilfield Reaction To The Looming ELD Regulations

On Monday morning this week, we sent out an email survey to a select group of industry insiders who subscribe to Infill Thinking. We asked these folks to provide feedback anonymously on the risk to oilfield activity posed by phase-in of electronic logging device regs this December. We got some insightful …

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Unimin’s Permian Plant Location Finally Revealed

The long awaited Unimin Permian sand mine location has finally been announced. A new filing reveals one of the best kept secrets of the Permian Basin sand mine rush: where will Unimin build their plant? There’s a lot more to this story… To read this update and receive our research newsletters, …

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