Today we look at Precision Drilling’s recent earnings call and annual shareholders’ meeting commentary for highlights from their outlook on the Canadian drilling market. 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 …
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Permian Land/Water Title Bout Goes MMA-Style… & Judgement Day Gets Delayed
As the vote on the vacant Texas Trustee seat draws closer (May 22), we continue to publish this “scorecard” documenting the punches thrown by each side. 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 »It’s Always Darkest Before The Dawn. And It’s Getting Pretty Dark Around The Texas Sandpatch
We provide updated thoughts on the market conditions for frac sand in Texas. 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 …
Read More »An Invitation To Join Us To Discuss Oilfield Water Management
This June 21st in Downtown Houston, US oil industry leaders will gather to discuss oilfield water’s evolving business model, market structure, and finance trends. Oilfield Water: Identifying & Financing The Right Solution is the first-ever conference devoted entirely to the business side of oilfield water. This segment now poses structural …
Read More »Horizontal Rigs Down, Tight Oil Production Up [Chart Of The Day]
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, please email us to discuss our current subscription options at [email protected]. (Current …
Read More »Solaris Sand Silos Inch Toward A Quasi Delivered Solution Model Vs. Rental Only
In the pithy bullet points below, here’s what all frac supply chain folks should know from Solaris’s remarks on their earnings call last week. Their words. Their views. Not ours. But just the stuff we think matters for the broader completions marketplace. There’s a lot more to this story… Login …
Read More »Is The Biggest US Pressure Pumper About To Roll Out An Electric Fleet? A Customer Says Yes…
On their earnings call on May 2, 2019, an E&P management team dropped this little lightning bolt of news: 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 »US Silica Says It Feels A Little Like The Good Old Days For Northern White
In the pithy bullet points below, here’s what all frac supply chain folks should know from US Silica’s remarks on their earnings call this week. 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 »One Of Five Deals On Infill Thinking’s “Oilfield Water M&A Pipeline Watchlist” Just Happened
About one month ago, we tipped readers off about five potential upcoming deals in the oilfield water M&A pipeline. Today, one of the deals on our watch-list came to fruition. We knew the seller before… now we know the buyer. And it is one of the most aggressive consolidators in …
Read More »Smart Hauling At Big Blue [Silica Valley Series]
This is the fifth installment in our Silica Valley Series which shines the spotlight on an increasingly critical part of the frac value chain: new software solutions in the last mile. A crop of new entrants are improving the frac sand industry’s “mind-muscle connection” on the highways from origin to …
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