They’re coming in so fast that it’s hard to keep up… don’t worry, we’ve got it documented, mapped, broken down, and analyzed for you here. 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 …
Read More »Of Spending And Sand [Chart Of The Day]
Today, we extend our coverage of the 2019 oilfield outlook by responding to a question readers have recently asked us about the addressable market for frac 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 …
Read More »Transition Timeline: The Birth Of An Unbundled E&P Showers Sand Firms With Contracts
If you pay close attention to the sand and logistics space, then you have probably noticed that lots of specialized firms are press releasing contracts with one particular operator lately. Why? How? What’s next? If you are wondering, you oughta read this. There’s a lot more to this story… Login …
Read More »5 Things To Think About For The 2019 US Oilfield Service Outlook [Macro Musings]
WTI at $42 on Christmas Eve was something that that almost no one expected on Halloween. The chief debate that oilfield suppliers are grappling with in early-January is how macro volatility will impact 2019 E&P capex spending, and as such, jolt the addressable US onshore market. We provide analysis in …
Read More »Budget Exhaustion Gave Fracing The Flu, But Drilling Didn’t Even Catch A Cold [Chart Of The Day]
After much hand wringing over the budget exhaustion trend, onshore drilling escaped relatively unscathed into the new year. We discuss that and what’s next… 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 …
Read More »Smart Sand Stands By Their Word On Contract Enforcement. Sues Schlumberger.
Well, you’ve got to hand it to this CEO for being a man of his word. We break down the latest contract news in the oilfield service space as things are getting ugly amid market deterioration. Don’t miss our bullet point analysis of the implications of this news. There’s a …
Read More »In Other News… People On The Move, Permian Fire & Ice, Frac Contract Reveal, Debt Covenant Compromise, & Oilfield Survey Takeaways…
In addition to the deeper Infill Thinking research updates published this week, a few other quick hits crossed our desk that are worth a mention. So here are five short stories… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »It’s Early, But Here Are The Most Important Things Oilfield Service Customers Have Said About 2019
Equally as important as the 2019 spending program figures being released this season is the accompanying management commentary. In fact, this is actually more important than the headline numbers in some cases. We discuss what has caught our eye so far in the 2019 planning season and also provide readers …
Read More »‘Tis The Season… To Miss Truck Drivers. There’s An All-Out Last Mile Scramble Underway As 2018 Draws To A Close
Just before the ball drops ushering in the new year, we are hearing about widespread supply chain disruption from seasonal driver shortages leaving frac crews unsanded in Texas. In this report, read full analysis including what’s going on, why, where, why it matters, and what’s next. There’s a lot more …
Read More »Early Indications Pointed To Low-Single-Digit Growth For US Onshore In 2019, IF Crude Rallies Back Into The $50s [Data Table]
What’s in store for the oilfield service addressable market in 2019? We’ve got must-see data and analysis in this update as the outlook for next year is floating in uncertain waters at this point in time. There’s a lot more to this story… Login to see the full update… To …
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