Quick Thoughts

We believe the recent surge of returns-focus rhetoric from E&Ps is having a considerable impact on consensus expectations for US shale E&P spending. This was evident in our recent survey, where participants expressed a bullish view on y/y oil price trends yet waxed conservative on the spending outlook. In this …

We checked in with Aequor management out in Culberson County for an update on the Permian Basin’s second online frac sand mine. 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 …

Quick take after Hi-Crush released earnings this afternoon. 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 on stories you’ll …

There is a new oilfield service company scheduled to price a $300mm initial public equity offering on November 3. This isn’t an ordinary IPO though – it is a blank check company backed by some oilfield industry titans.   There’s a lot more to this story… To read this update and receive …

The heat on the lizard is rising so US Silica’s news of inclusion in the Texas Conservation Plan TCP is well timed. More thoughts on the news and who else is in… There’s a lot more to this story… To read this update and receive our research newsletters, you must be …

Subscribers only. Breaking and exclusive reporting on the very latest in the dune sage brush lizard story from Infill Thinking. 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 …

Superior Energy Services, the ninth largest US pressure pumper by active horsepower, spoke comprehensively about the North American oilfield service market (and Permian completions in particular) on Tuesday morning. We’ve organized our notes from the conference call into the following key points. There’s a lot more to this story… To …

Based on a study of job openings on Indeed.com, we estimate that upwards of 20% of advertised job listings in the Kermit/Monahans area of West Texas are posted by startup frac sand mines. In the full article, we show which sand miners have positions open and who they are competing with …

We break down a very important offshore drilling contract, explaining what it means for the deepwater market. 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 …

Several Permian Basin mines are now shipping sand. But only one is still fully operational. What’s the latest on the next two in terms of startup schedules? Based on our recent discussion with management teams of the new plants approaching the finish line, we provide readers with a status update …