Infill Thoughts

Halliburton’s conference call this morning lines up well with some of our recent research and presents a positive fundamental framework for OFS into next year (albeit with growth coming at a slower pace now)… There’s a lot more to this story… Login to see the full update…  To read this …

Today, we have updated our bottom up US frac sand mine monitor for data clients (download link), tracking activity at more than 140 frac sand producing sites across the Lower 48. As a key takeaway… There’s a lot more to this story… Login to see the full update…  To read …

This week we’ve heard some anecdotes about the frac market that sent us into our data library to provide some context with hard numbers for a very important trend… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

Permian local sand availability is… 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 …

Predicting the rig count is hard to do… here’s a brief recap of some notable recent predictions and how they are evolving as the oilfield activity cycle enters a more stable phase. There’s a lot more to this story… Login to see the full update…  To read this update and …

Who controls the nameplate capacity in the Lower 48 local sand market? We quantify share and share some observations about the supply stack’s ownership. 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 …

Next week, we’ll put our necks on the line by publishing predictions for the shale outlook in 2023. Admittedly, the outlook is a bit ho hum this year by oilfield standards. That’s not to say we won’t have some fireworks though. So to spice things up a bit before the 2023 …

As most of you reading this know, EOG is critical to the addressable market in oilfield service. In this update we go asset by asset and digest the management’s development philosophy and perspective on their different plays. There’s a lot more to this story… Login to see the full update…  …

Login for the details on a new bankruptcy happening in frac sand well past the industry’s bankruptcy cycle of 2020… 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 …

After canvassing quite a few contacts in the supply chain this week, it appears to us that 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 to …