Quick Thoughts

Every once in a while, laughter is the best medicine. So on a Friday when disruption potential is once again at the top of mind for the collective frac sand industry, we offer the following bit of levity. Login to see the full update… To read this update and receive …

On Tuesday, we hosted 50+ Infill Thinking members for coffee and conversation at one of our favorite Houston coffee houses. Special thanks to the Siphon Coffee team and patrons for letting us invade your space and putting up with us – we sort of took over the place! The event …

Just when everyone assumed the Permian was hopelessly oversupplied with sand comes a supply crunch that will make everyone question their beliefs! Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current …

Here’s just what you really need to know from the Halliburton US onshore outlook provided on Tuesday morning… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive …

A datapoint this week emphasizes the disruptive impact that a combination of automation software and depressed rate sheets is having on the frac sand hauling industry as another large carrier rolls up and…. Login to see the full update… To read this update and receive our research newsletters, you must …

4Q19 earnings season is officially underway in the oilfield with Schlumberger’s call kicking things off this morning. Three months ago, their last earnings conference call prompted us to ask: What Is Schlumberger Going To Do With Their North America Business? Since then, we’ve all heard the speculation that… Login to …

Please pardon our publishing silence over the past 24 hours or so… our research team is busy working on deep dive. One might say that our head is buried in the sand. It’s topical. It’s controversial. And it has massive implications for value creation / destruction in the frac supply …

In addition to the in-depth research we’ve published this week, several datapoints crossed our desk that advance the narrative on stories we’ve recently covered. We are sharing these followups in the five-point list below: Login to see the full update… To read this update and receive our research newsletters, you …

2020 starts off much the same as 2019 ended in the oilfield water management industry: with M&A news. Two acquisitions were announced on Monday from undisclosed sellers (although we have heard some guesses about who one of those might be). Meanwhile, oilfield water M&A this year has a different feel …

As of Friday morning, our channel checks suggest that a well known frac company may be completely closing up shop, rolling up operations, selling their horsepower, and letting everyone go…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. …