We take a look at some notable comings and goings. The frac talent pool continues to play musical chairs. 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 …
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What The Customers Are Saying… About Frac Crews & DUCs
Being a great analyst starts with being a great listener. So we listened… and listened… and listened some more! And here’s what we learned about frac plans… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »What The Customers Are Saying… About Their Oilfield Water
A great many analysts have opinions and prognostications, which they broadcast loudly – predictions are a dime a dozen these days. Who’s really listening to what oilfield customers are saying? We are! And here’s what you should know about their oilfield water strategies… There’s a lot more to this story… …
Read More »Frac Focus – Pressure Pumping Market Color From 6 Firms That Control About 1/3rd Of The NAM Frac Market Today
What’s going on in the frac market, hhp trends, working crews, pumping hours etc etc? Read all about it here! 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 …
Read More »In March, Two Land Drillers Had More Active Rigs Than The Entire US Does Today & They Agree There Is Still Downside
In this week’s rig count update, we shine a spotlight on a squishy bottom and lack of visibility in the US land rig market where two contractors took a different tone to discussing the bottom than one of their peers’ bolder statement several days earlier… There’s a lot more to …
Read More »Still Some Work To Do, But Big 2Q20 Cuts Helped US E&Ps Get Back On Budget Track [Chart Of The Day]
Want to know what to expect for the rest of the year in the US onshore oilfield? This update is a must read… 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. …
Read More »US Silica On Track To Harvest $27mm In Customer Shortfall Payments During 2Q20 and 3Q20
US Silica hosted their 2Q20 call this morning. One thing that… 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, …
Read More »Judge BLASTS Sand Abandonment. Meanwhile, Landfilling Activity Implies Negative Value For Northern White Sand
Some surprising things came to light this week regarding NWS’s value (or lack thereof), railcar rejections and the general sand market in a bankruptcy hearing yesterday that was not short on fireworks… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Foreclosure Sale At Big Last Mile Logistics Firm Will Likely Do Little More Than Change The Equity Structure
On Wednesday afternoon, several newspapers (including the Dallas Morning News and Houston Chronicle) ran a public notice regarding a foreclosure sale involving a large last mile logistics firm scheduled for mid-August. Here’s our understanding of this fluid situation… There’s a lot more to this story… Login to see the full …
Read More »Tallying Up The Damage As Another E&P From Our Bankruptcy Watchlist Files Chapter 11
Like many of the other filings in recent weeks, Rosehill was one of about 20 names on the Infill Thinking bankruptcy watchlist published in May 2020. Here’s a few things we learned in their filing… There’s a lot more to this story… Login to see the full update… To read …
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