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… There’s a lot …

In this week’s US drilling trends update, we shine a spotlight on… 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 …

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… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

Relative to the lows of 2Q20, which basin will enjoy the best trends after the ball drops on a miserable 2020 and 2021 completions programs start to kick in? Over the past couple of weeks, we’ve touched base with a whole bunch of industry contacts in the process of…. There’s …

I consider myself fortunate to have gotten to know Brent Halldorson, a tenured oilfield water expert, over the past couple of years. He’s a passionate student of our industry. About this time last year, I was in a conference hall listening to him speak on the history of the produced …

An interesting development in the last mile caught our attention this week… here’s what we know and what we are looking into… 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 …

Two new developments crossed the transom in ongoing frac sand restructuring cases that are worth a mention over the past week or so…. 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. …

+10. Flat. Flat. -2. Those are the weekly changes the US land rig count has posted for the past four weeks. Not bad! A couple weeks ago – after the first two datapoints in the pattern above – we wrote “The Past 2 Weeks Don’t Make A Trend, But 2 …

Since the Liberty / Schlumberger transaction was announced, the direct sourcing trend has become a hot topic again. I don’t know about you, but it’s nice to be talking about something other than bankruptcy and downturn trends again! Unbundling in the completions supply chain has gone mainstream over the past …

After publishing our deep dive piece on the Liberty / Schlumberger transaction’s implication for the frac supply chain last week, we heard from many Infill Thinking members. This piece from an unbundling expert/entrepreneur is the result of one of those conversations… There’s a lot more to this story… Login to …