A noteworthy point of contention in a big frac sand bankruptcy came to our attention this week… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill …
Read More »Quick Thoughts
A Plan For Stranded Sand… Plus Some Eye Opening Frac Sand Financials
With multiple large scale frac sand producers in the relatively early stages of CH 11 bankruptcy proceedings, we spent Thursday morning combing through court records for new market datapoints. The search was fruitful… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »A Career First For Us ALL… Plus, Three More Bankruptcy Bullet Points
Back on March 9, 2020, we wrote in the last sentence of this update: There comes a point in every oilfield cycle where things get Darwinian, and in this downcycle, that time is now. We own our mistakes, and the above point missed the mark on two fronts: i) early timing, …
Read More »5 Things To Know From Halliburton’s Lower 48 Frac Outlook On Monday Morning
It’s on! 2Q20 earnings season is underway and here is our take on the first important market commentary of the season… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you …
Read More »Chapter 11 For BJ Services Adds To Frac Sand Woes As The Company Winds Down
Another oilfield service name that was a presumptive IPO candidate just a couple years ago, is now bankrupt… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to …
Read More »The Rise & Fall Of In-Basin Sand Supply [Chart Of The Day]
Lower 48 local sand capacity peaked in 4Q19. Here’s what’s happened to this supply stack since then… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill …
Read More »More Frac Sand Bankruptcy Drama Brewing?
Hot on the heels of an aggressive move by trade partners in another frac sand bankruptcy case, a similar movement could be brewing in the largest bankruptcy process going in this sector… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Drama In A Big Frac Sand Bankruptcy Case, As Unsecured Creditors Demand Liquidation – Hearing Set For August
There are some interesting new developments in a big frac sand bankruptcy proceedings worth noting as other companies fall into Ch. 11 proceedings… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. …
Read More »The Lost Quarter, Pressure Pumping M&A, & Another Distressed Firm On Our Watchlist Caves…
Three quick datapoints worth flagging this morning that didn’t give us quite enough content for full-bore research updates but are notable none-the-less: There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …
Read More »Hi-Crush Commences Chapter 11 Proceedings After Striking Productive Deals With Lenders & Lessors
Long awaited news materializes just before the deadline… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us …
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