Latest Thoughts

Halliburton’s Lower 48 Frac Outlook

Halliburton hosted their 3Q20 earnings call on Monday morning and here are the takeaways that matter for folks in the frac business… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current …

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One Last Quarter Where Schlumberger’s Earnings Report Still Matters To The US Frac Market

This morning, Schlumberger kicked off 3Q20 earnings season in the oilfield marketplace… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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Analyzing Covia’s Latest Financial Projections

A clearer picture begins to emerge about what Covia’s capital structure and financial statements will look like post-Chapter 11… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get …

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2 “Can’t Miss” Permian E&P Developments…

In the past 24 hours, two new E&P datapoints that are important for the frac supply chain to take note of: Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) …

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Top Ten 3Q20 Updates

With 3Q20 earnings season commencing for the oilfield this week (Schlumberger reports on 10/16/2020), we too are taking a look back at 3Q20 performance here at Infill Thinking. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

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Four Frac Folks On The Move….

A few frac folks on the move this week… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on …

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Visualizing Lower 48 Drilling Footprint Evolution

In this week’s rig count update, we thought we’d put the spotlight on geo-region shifts in drilling activity as the rig count has undergone a massive compression since year-end 2018. How has the market share of various basins fared during the rig count carnage? Login to see the full update… …

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The Re-bundling Revolution [Friday Guest Post]

We are honored to carry this very important post from a supply chain strategist at one of the top three pressure pumpers in the US on a potential change in the oilfield marketplace – rebundling in the frac supply chain… Login to see the full update… To read this update …

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Something Notable On The Mobile-Mini Plant Front

Prior to the March 2020 oilfield crash, the in-field frac sand mining trend was poised for take-off, but the downturn obviously derailed this. Now this week…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …

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A Half Dozen Frac People On The Move

Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. People on the move also have implications for how business is conducted across the frac value chain. Here are some moves that matter… Login to see …

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Interesting Trend Budding In Eagle Ford Data

In this week’s US drilling trends update, we shine a spotlight on… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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A Penny On The Dollar For NWS Investments Gone Bad

A long-marketed Northern White Sand asset package finally found a buyer last week…. for what we estimate is a penny on the dollar relative to invested capital. This deal… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …

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Profit Center vs. Cost Center? This Deal’s Impact On Pricing + Unanswered Questions [Liberty Deal Analysis Part 3 Of 3]

Special Report From Our Analyst Plan Today we introduce a special three-part series unpacking the Liberty / Schlumberger M&A deal’s nuanced implications for frac’s critical path supply chain: proppant. Each installment offers in-depth analysis that can’t be found anywhere else, concluding with an executive summary of strategic recommendations and industry …

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Direct Sourcing, Last Mile, & Wellsite Solution Implications [Liberty Deal Analysis Part 2 Of 3]

Special Report From Our Analyst Plan Today we introduce a special three-part series unpacking the Liberty / Schlumberger M&A deal’s nuanced implications for frac’s critical path supply chain: proppant. Each installment offers in-depth analysis that can’t be found anywhere else, concluding with an executive summary of strategic recommendations and industry …

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Sand Mine Valuation Thoughts [Liberty Deal Analysis Part 1 Of 3]

Special Report From Our Analyst Plan Today we introduce a special three-part series unpacking the Liberty / Schlumberger M&A deal’s nuanced implications for frac’s critical path supply chain: proppant. Each installment offers in-depth analysis that can’t be found anywhere else, concluding with an executive summary of strategic recommendations and industry …

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The Past 2 Weeks Don’t Make A Trend, But 2 More Will…

Are we there yet? To the bottom of the worst downturn ever? Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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In Other News… 4 Quick Hits From Frac Land

In addition to the in-depth updates published during another interesting week in the frac life, these quick hits also crossed our desk and are worthy of a mention… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

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Not Something You See Every Day….

An interesting datapoint gives a new dimension to the whole boxes vs. silos debate. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis …

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The Bankrupting Of Oilfield Service [Chart Of The Day]

Unsurprisingly, lawyers and restructuring advisors are the biggest winners in this mess. They are making out like bandits and harvesting a massive payday from the industry’s financial predicament. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

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Where Exactly Are The First Signs Of Life Appearing In Rig Land?

Finally! Rigs are going back to work here and there… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles …

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