An interesting development in the last mile caught our attention this week… here’s what we know and what we are looking into… 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 …
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Frac Sand Bankruptcy Monitor – 2 Notable New Developments
Two new developments crossed the transom in ongoing frac sand restructuring cases that are worth a mention over the past week or so…. 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 »Rig Count Continues Bottoming, So Here’s A Look At A Demand Indicator In The Most Critical Basin Of Them All
+10. Flat. Flat. -2. Those are the weekly changes the US land rig count has posted for the past four weeks. Not bad! A couple weeks ago – after the first two datapoints in the pattern above – we wrote “The Past 2 Weeks Don’t Make A Trend, But 2 …
Read More »More Direct Sourcing Debate Reaction – Historical Context & A New Angle To Consider In Frac Procurement Models
Since the Liberty / Schlumberger transaction was announced, the direct sourcing trend has become a hot topic again. I don’t know about you, but it’s nice to be talking about something other than bankruptcy and downturn trends again! Unbundling in the completions supply chain has gone mainstream over the past …
Read More »Why The Big 3 Bundling Push Is Not Going to Work [Guest Opinion Piece]
After publishing our deep dive piece on the Liberty / Schlumberger transaction’s implication for the frac supply chain last week, we heard from many Infill Thinking members. This piece from an unbundling expert/entrepreneur is the result of one of those conversations… There’s a lot more to this story… Login to …
Read More »In Other News… Going Broke Ain’t Cheap, Dune-Inspired Sand HQ, Watch The Eagle Ford, Schlumberger High-5s, & More…
In addition to the in-depth updates published during another interesting week in the frac life, these 9 quick hits also crossed our desk and are worthy of a mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »The Ins & Outs of OCTG Inventory in 2Q20 [Friday Guest Post]
Our Friday’s in September guest post series starts off with a bang today. We are always excited when Susan stops buy, and her data driven insight continues to shed light on an opaque oilfield niche market… There’s a lot more to this story… Login to see the full update… To …
Read More »The Past 2 Weeks Don’t Make A Trend, But 2 More Will…
Are we there yet? To the bottom of the worst downturn ever? 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 …
Read More »The Bankrupting Of Oilfield Service [Chart Of The Day]
Unsurprisingly, lawyers and restructuring advisors are the biggest winners in this mess. They are making out like bandits and harvesting a massive payday from the industry’s financial predicament. 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 »Where Exactly Are The First Signs Of Life Appearing In Rig Land?
Finally! Rigs are going back to work here and there… 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 …
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