On Monday, Halliburton was the second oilfield service company to host a conference call so far during the early days of 1Q19 earnings season. Here’s what you need to know from the call if you work in the US completions supply chain. There’s a lot more to this story… Login …
Read More »What’s Next For Emerge?
Today’s news was widely expected. It’s what comes next that’s less clear. 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 »“If Water Was So Important To The Trust…” Trustee Contender Unleashes On Texas Pacific Water Deals In New Video Campaign
With a shareholder meeting to pick the next TPL Trustee one month away, the activist investor’s pick for the vacant seat has launched a video campaign in which he questions the Trust’s land and water strategy. The vote for this seat has big implications for the Permian land and water …
Read More »Schlumberger’s Outlook For The US Completions Supply Chain [5 Things To Know In A 5-Minute Read]
In a five-minute read, here’s what completions supply chain pros need to know about Schlumberger’s market commentary Thursday morning… 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 »A BIG Change In The Rate Of Change For Union Pacific’s Frac Sand Business [Chart Of The Day]
Here’s what completions supply chain folks need to know about Union Pacific’s market commentary Thursday morning… 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, …
Read More »Industry Buzz Heard Around The Sandpatch This Week Emphasizes Execution In The New Normal [8 Interesting Datapoints]
It’s only Tuesday, but two major frac sand industry gatherings have already happened in Texas this week. Much of the buzz we picked up from these events (one of which our team attended) seemed to be in line with recent Infill Thinking reporting and presentations at other recent frac sand …
Read More »With Frac Sand Disruption In The Rear View Mirror, “Executing In The New Normal” Is A Major 2019 Theme
Status quo in frac sand? Yep. For the first time in two years, disruption is in the review mirror not smack dab ahead of us. See how and what’s next in this thematic piece… There’s a lot more to this story… Login to see the full update… To read this …
Read More »The Rockies’ Regulation Roller Coaster [Chart Of The Day]
The Coloradan E&P industry is braced for the earth to move beneath their feet, and tolerance for QHSE risk is about zero among the operators navigating this challenging regulatory landscape. When we talk with our O&G contacts in the Rockies, regulation invariably comes up. So here’s an update on where …
Read More »Happy Networking, Dealmaking, Debating And/Or Tax-Paying…
On Monday April 15, 2019, most Infill Thinking readers are either: 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, …
Read More »8 Takeaways From SPE’s Permian Symposium
Infill Thinking was honored to participate and attend the SPE’s Permian Symposium in Houston yesterday. Special thanks to all the events organizers and presenters – it was a great experience and we learned a ton. To all the Infill Thinking members we ran into, it was great seeing you in …
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Infill Thinking Lifting the O&G knowledge curve