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… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »The Permian Frac Sand Market Could Get Interesting In 2021 [Chart Of The Day]
What does the future hold for the depressed local sand market out West? We blow the dust off our crystal ball and leverage some intel from our premium data service to try to provide some context here… There’s a lot more to this story… Login to see the full update… …
Read More »Not Something You See Every Day….
An interesting datapoint gives a new dimension to the whole boxes vs. silos debate. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your …
Read More »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. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Mass Bankruptcy. What Does It Mean For “The 3 C’s” Of Oilfield Service?
It seems like every couple days another oilfield company declares Chapter 11. Against this bankruptcy backdrop, we consider the future of oilfield services… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. …
Read More »Where Exactly Are The First Signs Of Life Appearing In Rig Land?
Finally! Rigs are going back to work here and there… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please …
Read More »Has Vista Averted A Ch. 7 Scenario? Oh, And Some Valuation Highlights Too….
Similar to another completions player a few days ago, another sand producer has come out with some revealing financial disclosures… And this one appears to have skirted a liquidation event. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »7 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. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a …
Read More »Local Sand’s Best House In A Bad Neighborhood? [Chart Of The Day]
An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a …
Read More »What Is Hi Crush Worth Liquidated? What Is It Worth As A Going Concern?
We dug and dug and dug… and we dug up some estimates… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has …
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Infill Thinking Lifting the O&G knowledge curve