Scrapping is a tough but necessary step to set the pressure pumping industry up for a return to health. It’s a key hurdle to making frac investable again. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Infill Thoughts
Permian Operator Pieces Together A Produced Water Deal Puzzle. This One Is Complicated By E&P M&A…
This E&P company is one of those operators that has been actively (and publicly) evaluating strategic alternatives for their water business for much of the year. We wrote about their thinking on the process in May 2019 and again last month. This week we got the latest on management’s thinking …
Read More »Lower 48 Rig Contractor Shares Their Customer Survey Results On Rig Count Outlook
Taking a high-level look at upstream activity through the latest in rig count trends throughout the Lower-48. 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 …
Read More »Clearing The Air On A Costly Misstep In The Evolution Of Oilfield Water Solutions
Today we take a closer look at a costly misstep in the O&G industry’s effort to figure out oilfield water handling solutions as water midstream rapidly evolves… 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 »Frac Sand Market Datapoint Roundup: 8 Interesting Things We Noticed Over The Past Week…
In this update, we’ve carefully curated eight notable frac sand market datapoints, most of which came to light in the past seven days. These are mostly skimmed from… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »A First For The US Local Sand Workforce [Chart Of The Day]
For the first time since the disruptive local sand shift began back in 2017, the total workforce employed by the US local frac sand mining industry has… 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 »10 Notable Oilfield Water Datapoints: Frac Water Soaks, More E&P Monetization, & Truck Reliance Declining But Never Going Away?
Since your inbox is probably flooded with press releases and sell-side notes this week, we are zooming out to highlight these key points in oilfield water from a busy earnings week… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »2020 Vision: Tracking E&P Capex Budget Signals For US Land
2020 E&P capex budget announcement season is still a couple months out on the horizon, but planning is well underway for most operators at this point. Here’s some analysis and clues about where it might go…. There’s a lot more to this story… Login to see the full update… To …
Read More »Extending The Trend In Rockies Local Sand
In a data-driven update earlier this week, we noted that local sand capacity growth has stalled most everywhere with a couple exceptions. And a couple days later, here we are adding another mine in one of those exception basins! There’s a lot more to this story… Login to see the …
Read More »Local Sand Capacity In “No Growth Mode” Everywhere Except Two Regional Markets… [Chart Of The Day]
In past updates, we’ve shared a look at the local sand boom by “mine announced” date. Today, we are slicing and dicing the data a slightly different way to provide a look at how capacity has come online in this chart of the day update. Local sand capacity has entered …
Read More »