Helmerich & Payne closed out C3Q17 earnings season for the land drillers late-last week. Here are the three statements that we found most interesting… 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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This is the kind of update we hate to write. Every O&G company we know goes to great lengths avoid fatal accidents. Few industries emphasize safety as much as O&G. But in a physical business like this, occupational hazards are very real. Our coverage will serve two purposes and two …
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Infill Thinking visited the third Permian Basin frac sand mine to come online back when it was under construction in August. With the plant coming online last week, we share exclusive details from our time on site with management as well as the very latest on the startup from our …
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Today we are wrapping up our frac sand scattershooting series with our third installment. feature image used with creative commons license 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 …
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We did some math on the record breaking well announced by the STACK leader 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 a member. If you are new to Infill Thinking, …
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In this weekly rig count update, we take a quick look at the rig count evolution of today’s two most important US onshore markets: West Texas and Oklahoma. You may remember the following chart from an update early this year when we wrote about the bifurcated Permian market place…. …
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The recovery in oilfield service (OFS) activity and pricing outside the US has been waiting in the wings for three years. Outside the US, there have only been a few international bright spots – non-US oilfield growth has been non-existent. Most countries’ oilfield service markets have been dragging bottom all …
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Another installment in our popular series of tidbits on Permian Basin frac sand mine scene happenings. 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, …
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On the heels of an industry-first Delaware Basin water deal signed about a week ago comes a report from a Permian rancher to our desk that a historic spring has gone dry. In this update, we examine the brackish water requirements implied by frac sand volumes, discuss the dry spring’s …
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US Silica reported better than expected 3Q17 and a very strong outlook for 2018 Monday evening. Tuesday morning on the conference call, we recorded market insights on SandBox, West Texas capacity, updates on US Silica’s Crane & Lamesa plants, 2018 overall demand, contracting activity, the outlook for Northern White, among …
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Infill Thinking Lifting the O&G knowledge curve
