In this update, two quick charts to illustrate relative Wall Street sentiment divergence across the oilfield value chain. It’s been a rough year for O&G stocks in general, with the OSX index underperforming the S&P 500 by 42% year-to-date. But to really understand how Wall Street views the oilfield value …

In an unusual step, Baker Hughes declared Friday that an update on South Texas rig count was impossible to capture last week due to Hurricane Harvey. New drilling permits show the impact though… and we quantify that in this update. There’s a lot more to this story… Login to see …

In the wake of Hurricane Harvey’s catastrophic impact on Gulf Coast communities and enterprise, attention now turns to recovery timetables and rebuilding. At this point, quantifying the upstream onshore impact is still an exercise in speculation. So in this update, we share detailed questions folks who want to understand the …

In this Friday guest post, Susan Murphy (Publisher and Editor in Chief of The OCTG Situation Report®) provides some clear thinking on the Section 232 trade investigation. Section 232 is a controversial import swing factor injecting uncertainty in the OCTG sub-sector. We asked Susan to share her latest thoughts on status, …

Impressions, takeaways, and observations from a morning spent with Black Mountain Sand in West Texas touring their new sand plants Vest and El Dorado. A slideshow of construction pictures is included in this update. There’s a lot more to this story… Login to see the full update…  To read this …

Over in our Thinking Aloud Forum, there is a new discussion topic on Hurricane Harvey’s onshore upstream impact. Most of the attention in the wake of the storm will focus on downstream, commodity prices, and offshore impacts. In the thread we provide a list of useful references on these areas …

As expected, the Lower 48 rig count recovery is losing steam during 3Q17. Here’s 3 charts and thoughts on what it means for completions… 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 …

Infill Thinking staff spent a full week in the Permian Basin in August 2017, touring facilities and visiting with contacts and management teams. We’ve collected 43 “quick hits” – crowd sourced datapoints and general market observations. Our time in the Permian was spent on the completions supply chain, particularly around …

Some Infill Thinking readers may have known the High Roller name even before the company became a player in the Permian Basin sand rush. High Roller is the parent company of a diverse mix of oilfield businesses including waste water hauling, SWDs, sand transloading, and man camps. The firm is …

Tomorrow another new area sand producer will host a job fair in Odessa. We expect there will be quite a few more of these job fairs at area hotels before year-end. See what some local mines are doing to recruit staff and also the competition and challenges for talent that …