Quick Thoughts

In this asset-intensive business, talent shifts are often ignored. But we believe people matter. We also believe that recruiting datapoints often carry implications for oilfield trends, value creation, and competitive dynamics. Here are two notable moves that caught our attention recently… There’s a lot more to this story… To read …

What’s really going on with Schlumberger’s trucking unit? We discuss the story behind the story here… There’s a lot more to this story… 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 research …

Market intel on the local frac sand supply stack. There’s a lot more to this story… 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 research update newsletters High-caliber, data-driven analysis and commentary New angles …

Big changes at the biggest sand company in the US. There’s a lot more to this story… 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 research update newsletters High-caliber, data-driven analysis and commentary New …

As our newsletter this past Tuesday predicted, Chevron walked…. There’s a lot more to this story… 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 research update newsletters High-caliber, data-driven analysis and commentary New angles …

Market intel on the Brady frac sand supply stack. There’s a lot more to this story… 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 research update newsletters High-caliber, data-driven analysis and commentary New angles …

Just days after a customer popped the cork on news that a big frac outfit may be rolling out an electric frac fleet, another pressure pumper has jumped on the e-frac bandwagon. There’s a lot more to this story… To read this update and receive our research newsletters, you must …

Breaking news involving the acquisition of an innovative last mile boutique and a software platform that we’ve been covering for quite some time here at Infill Thinking… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your …

The proxy contest for the vacant Trustee seat on Texas Pacific’s board has only heated up since we first wrote about it here several weeks ago. Over the past week, jabs have been flying left and right, fast and furious. So rather than writing up each swing, we figured a …

Here’s the latest on a plant worker strike that is impacting NWS supply. There’s a lot more to this story… 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 research update newsletters High-caliber, data-driven analysis …