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 …
Read More »Quick Thoughts
Train Wreck In Monahans Overnight Wednesday Is Tightening Things In The Permian Even Further
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 …
Read More »Haynesville Shale Market Thoughts
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 …
Read More »Korean OCTG Anti-Dumping Ruling Lacks Bite. Boiling It All Down, Here Are The Policy Change Takeaways For Buyers And Sellers
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. …
Read More »Permian Dune Sand Spot Price Check Up
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 …
Read More »The Texas Frac Sand Rush Lands On The State Legislature’s Agenda
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 …
Read More »More Negative Highway Headlines Out In West Texas This Week
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 …
Read More »In Other News… Fatal Left Turn, Triangulating On The Colorado Mine, and US Silica M&A
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 …
Read More »A Coal Company’s Frac Sand Entrance Makes In-Basin Sourcing A Reality On Yet Another New Frontier
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 …
Read More »Anything To Read Between The Lines On The Roster At Today’s San Antonio Job Fair?
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 …
Read More »