After an open records request, we’ve been able to learn some new insights about the massive MidCon reduction in force happening this week in the oilfield service industry. 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 »What Are The Biggest Risks & Opportunities Headed Into 2020? 100 Decision Makers Answered…
About 100 Infill Thinking members answered this open ended question in our recent 2020 Vision Oilfield Outlook Survey. In this post, you can read their responses.. 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 …
Read More »A Look At O&G Drilling Trends By State On Federal Lands [Chart(s) Of The Day]
This is not only worth watching for upstream firms and pressure pumpers, but also water midstream firms who are counting on future produced water volumes in these areas and working out long term contracts and infrastructure investments with those contracts in mind. There’s a lot more to this story… Login …
Read More »Who Will Emerge As The Winners When The Bloodletting Is Complete In The US Oilpatch?
Wow. Our members are smart! In this post, you can read their answers to one of two open-ended questions we asked in our annual year-ahead outlook survey. Login only if you want to see about 70 candid, insightful, and telling responses about the ongoing O&G downcycle… There’s a lot more …
Read More »Frac Ban – Fake News Or Clear & Present Danger?
By the time 3Q19 earnings season got underway in late-October, O&G industry executives and investors had had plenty of time to digest this little bombshell that Elizabeth Warren dropped in September. Elizabeth Warren on X (formerly Twitter): “On my first day as president, I will sign an executive order that …
Read More »More Than A Penny For Your Thoughts! [2020 Vision Survey]
We’ve complied a set of questions that are critical to determining the oilfield outlook for 2020. For any active Infill Thinking reader that completes this important survey, we will provide some pretty compelling benefits including…. There’s a lot more to this story… Login to see the full update… To read …
Read More »Oilfield Water Deals Are Approaching $5 Billion In Value So Far In 2019 [Chart(s) Of The Day]
It probably comes as no surprise to Infill Thinking readers that 2019 has been a record year for corporate transactions involving oilfield water firms and assets. We’ve covered transactions (and potential transactions) ad nauseam throughout the year. With 2019 winding down, we paused today to reflect on the corporate transaction …
Read More »NEW INFO ADDED: More M&A At The Distressed Fringes Of The Frac Sand Market… Meaningful Consolidation Still On The Horizon
Earlier this month, the sale of the Preferred Sands Arizona mine to a new entrant came to light. In our update on the deal, we noted the transaction was not an example of the consolidation many are waiting for in the proppant supply space. This week, another similar transaction has …
Read More »Another Big Containerized Sand Solution For The Last Mile Goes International
Pictures posted to social media recently have the last mile community talking… here’s what we’ve been able to confirm with the parties involved. 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 »Why Is ESG Trending In O&G? Follow The Money, But Remember HSE & Societal Value Predate The Trend In O&G
In this update, three charts – one showing the surge of ESG interest in the oilfield and two others explaining why. The data is followed up with in-depth analysis and commentary on sentiment, investment, why it matters, who’s doing what, RFQ impacts, what oilfield niches have big ESG opportunities, and …
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