Quick Thoughts

Oilfield earnings season kicked off Friday morning as Schlumberger discussed the outlook. No EPS here, just the important market points Big Blue made about business conditions in North America. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If …

A Monahans train wreck overnight on Wednesday could impact Permian completions. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles …

Following this recent update on more local proppant capacity in the Haynesville shale, we received some inbound reader questions about the status of this regional market. Incoming intel requests spanned both the frac sand market and general drilling and completion activity in the region. So we made some calls and …

Policy whiplash continues in OCTG, but it appears to be about done now. With quotas and tariffs now seemingly set, the OCTG market can finally begin plotting its own course this year. We add up the pros and cons from recent policy changes from both buyer and seller perspectives.   …

This week, we worked our channels to check on the latest pricing for in-basin frac sand. Our last price check was during our February trip to the Permian, and earnings season is now just a couple weeks out. So it seems like a good time for a pricing update. Log …

The rapid advent of frac sand mining in Texas is not only drawing governmental attention from the Texas Comptroller’s office because of environmental impacts. Now the Texas legislature is taking a look too. There’s a lot more to this story… To read this update and receive our research newsletters, you must …

A few local headlines in West Texas caught our attention this week. Oilfield traffic is becoming a bigger problem as the year goes on…   There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has …

In addition to the deeper Infill Thinking research updates published this week, three quick hits crossed our desk that are worthy of comment… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew …

The tentacles of in-basin frac sand exploration continue to extend and expand, wrapping new basins up in the plans of more new entrants. We review the latest development in the in-basin frac sand trend, which has drawn in yet another new entrant, this time on a new frontier where we’ve …

We highlight an interesting appearance at a San Antonio area job fair this week. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and …