Each year, we celebrate the Season here at Infill Thinking by weaving oilfield trends into a Holiday Classic or two. Break out the egg nog because our songs are part parody, part market research. We enjoyed writing our Oilfield Christmas songs in 2017 and 2018, back when oilfield growth was …

It’d be better for the industry to see equipment scrapped than fire sold. When the market does turn, vulture investors will be able to bid very aggressively to get jobs with the equipment they are buying for pennies on the dollar today… There’s a lot more to this story… Login …

Adapting Christmas Carols to oilfield trends is a holiday season tradition as old as Infill Thinking itself. Teasing ahead, we have written and recorded new Oilfield Christmas tracks, which will be released to active members next week (just in time for your holiday gatherings). These new releases will be as …

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. They also have implications for people conducting business all across the frac value chain. Without further ado, here are… There’s a lot more to this story… …

The phrase “water midstream” has without doubt been the hottest buzzword of 2019 in shale. Last week, we collaborated with Oilfield Water Connection on an executive survey about “what qualifies a water management firm as water midstream?” Today, new insights from the survey of leading CEOs and bankers and investors …

In this update we explore a growing ESG concern associated with a tail risk involving the frac sand industry that is exacerbated when firms fall into financial distress. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

For years – even before capital discipline started trending in 2017 – Wall Street research analysts have constructed models to benchmark the effectiveness of E&P capital deployment. But what if we turn the logic around a bit and look for layoff risk indicators in the size of… There’s a lot …

Despite the ramp of multiple local South Texas frac sand mines, some recent RFQs from a handful of operators continue to ask for Northern White Sand… 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 …

As of Friday morning, our channel checks suggest that a well known frac company may be completely closing up shop, rolling up operations, selling their horsepower, and letting everyone go…. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

Hi-Crush unexpectedly press released the departure of CFO Laura Fulton this morning. In many ways, Laura has been… 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 …