Infill Thoughts

This week, Infill Thinking celebrates the three-year anniversary of our very first oilfield research newsletter. So much has transpired in the oilfield marketplace since we shipped Issue Number 1. Back then, the Lower 48 oilfield market was just emerging from the brutal 2014 downturn and at the cusp of a …

The picture remains about the same as it has for this entire cycle, showing a stark bifurcation between the… 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 …

Halliburton reported 3Q19 earnings on Monday and the stock market ate up the cost cuts (stock was +8% intraday). We thought it was notable that CEO Jeff Miller focused much of his opening remarks on international. Halliburton is known more for their NAM footprint, but growth areas get airtime and …

It’s been almost a year since this sand producer filed a quarterly or annual SEC filing. Here’s what we learned that is relevant to the broader proppant market… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

In 2H17, we estimate the Union Pacific Railroad moved about one out of every X tons of frac sand pumped in the US. Today, we estimate their trains only move about one in X tons pumped.  

A quick update on some of the latest happenings and trends in the OCTG markets after a chat with our friends at Tenaris and The OCTG Situation Report… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Here’s what comes next for Asgard’s planned Mercer County frac sand production facility per various local officials… 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 …

In this weekly rig count update, we take a look at the proximity of the new Bakken frac sand mines to the core of drilling activity in the Bakken.   feature image credit: No Title No Description There’s a lot more to this story… Login to see the full update…  …

E&P M&A is heating up again this week with another Merger Monday. One of yesterday’s deals gave us a chance to hear from management on two hot industry topics… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

Action against an industrial plant has read-through to Texas local frac sand mining… 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 …