Infill Thoughts

Unique angles you’ll only find here on important oilfield stories

We Fished These 25 Key Points From The Earnings Ocean

During earnings season, an ocean of content comes at you fast. 7,000 words are spoken on the average earnings conference call. There were 27 oilfield earnings conference calls this week. We did the math. That’s the word count equivalent of 200 Infill Thinking posts. How much of this info overload …

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After A “Fractastic” Quarter, Schlumberger Diagnoses The US Onshore Market With A Muted Growth Outlook Next Year

Listening to Schlumberger’s conference call this morning, we were reminded just how much Big OFS has changed. In this update, we focus on takeaways relevant to the oilfield’s general population – specifically the outlook for US pressure pumping, international OFS, new offshore contracting models, and the oil macro. There’s a lot …

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Unimin’s Permian Plant Location Finally Revealed

The long awaited Unimin Permian sand mine location has finally been announced. A new filing reveals one of the best kept secrets of the Permian Basin sand mine rush: where will Unimin build their plant? There’s a lot more to this story… To read this update and receive our research newsletters, …

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