Oilfield water continues to make for fertile soil producing a bumper crop of M&A deals. This week, a potential deal we’ve been listening for since May was announced. Separately, another E&P operator… There’s a lot more to this story… Login to see the full update… To read this update and …
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As US Land Rig Count Threatens To Break Below 800, Contractors Hang Their Hopes On A Christmas Bounce?
The normal playbook for land drilling c-suite commentary at this point in the year is highlight for investors the coming reset in customer budgets in early-2020. One of them did that last week, but also went a step further… There’s a lot more to this story… Login to see the …
Read More »TAMS Is On A Supply Chain Efficiency Mission [Silica Valley Series]
We are picking back up our Silica Valley Series today with a look at Scarco Service’s Transportation Asset Management System (TAMS) software platform. TAMS was built from an oilfield service company’s perspective to lower costs and create visibility across the entire completions cost structure. There’s a lot more to this …
Read More »Mapping The “Born On Date” For The Booming Modern Oilfield Water Universe [Chart Of The Day]
We hope you find the result of our origin tracing exercise as fascinating as we did. This is a new and exciting space with lots of high quality firms growing into their boots… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »What Does A Potential Energy Banker Exodus Mean For The Future Of The Oil Patch?
A recent Bloomberg article highlights several high profile examples of banker to industry leadership role transitions, but it does miss a couple big recent moves. Here are two very recent Banker-to-Industry transitions the solid third-party article doesn’t mention and a big question it raises in our mind… There’s a lot …
Read More »Infill Thinking Celebrates Three Years Of Independent Oilfield Research. Thanks To You, We Look Forward To Many More!
This week, Infill Thinking celebrates the three-year anniversary of our very first oilfield research newsletter. So much has transpired in the oilfield marketplace since we shipped Issue Number 1. Back then, the Lower 48 oilfield market was just emerging from the brutal 2014 downturn and at the cusp of a …
Read More »Rig Efficiency Trends Continue To Tell A Tale Of Two Cities…
The picture remains about the same as it has for this entire cycle, showing a stark bifurcation between 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 …
Read More »Big Red Is Poised To Keep Cutting Even Deeper Than In A “Normal” Downturn
Halliburton reported 3Q19 earnings on Monday and the stock market ate up the cost cuts (stock was +8% intraday). We thought it was notable that CEO Jeff Miller focused much of his opening remarks on international. Halliburton is known more for their NAM footprint, but growth areas get airtime and …
Read More »A Long-Awaited Update From A Distressed Sand Producer Reveals Operations And Market Intel
It’s been almost a year since this sand producer filed a quarterly or annual SEC filing. Here’s what we learned that is relevant to the broader proppant market… 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 »Sand By Rail Volumes At UP Resume The Downtrend After Several Stable Quarters [Chart Of The Day]
In 2H17, we estimate the Union Pacific Railroad moved about one out of every X tons of frac sand pumped in the US. Today, we estimate their trains only move about one in X tons pumped.
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