Infill Thoughts

We screened the universe of large oilfield service customers looking for indications of elevated risk. For oilfield service firms and suppliers, it matters who you are doing business with. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

In this update, we chart an important activity metric that probably peaked in the Permian in-basin sand industry during 1Q19. 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 …

Whelp… this chart doesn’t bode well for oilfield service markets in 4Q19… Are we on track for a repeat of last year’s budget exhaustion woes? 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 …

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 …

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 …

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 …

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 …

  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 …

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 …

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 …