A new and improved wellsite storage system has deployed in the Midland Basin… 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 …
Read More »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… 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 …
Read More »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… 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 …
Read More »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: 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 …
Read More »How Does In-Basin Sand Supply Distribution Line Up With Completions At The Bottom? [Chart Of The Day]
With US onshore activity limping up from the bottom of a harsh downturn, we asked the question – how well did the frac sand industry do in matching supply to demand regionally? We all know that sand producers…. There’s a lot more to this story… Login to see the full …
Read More »Grid-Powered Rigs Set To Gain Steam In The Next US Onshore Upcycle
There’s been a great deal of talk about e-frac fleets for several years, but what about drilling rigs moving to alternative power sources like grid-derived utility provided electricity as their primary power source? This is a trend that started prior to the downturn, and adoption is likely to become more …
Read More »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. 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 »Four Frac Folks On The Move….
A few frac folks on the move this week… 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 email …
Read More »The Wall Street Journal Just Wrote Frac Sand’s Obituary. Here’s Our Take, A Palate Cleanser & A Pick-Me-Up…
This week, the esteemed Wall Street Journal went to town on frac sand, all but declaring the sector dead. The piece has some elements that we commonly find in anti-O&G hit pieces, but it is more a diatribe describing the industry’s economic trials and tribulations than any thing else. The …
Read More »Where To Next For Frac Sand? Will The Industry Ever Be Able To Extract Itself From This Mess?
The frac sand business finds itself between a rock and hard place these days. The rock is extreme… 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 …
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