Quick Thoughts

On Wednesday, two pressure pumpers talked with investors about their market outlook and current activity levels. Reading between the lines and screening out the marketing and financial details, here are… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

Going through local sand mine operating data for 3Q20 this week, a notable bifurcation stands out. Specifically… 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 …

There is ample talk in the frac market this week about a potential deal with big implications for the oilfield value chain… 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 …

Universal’s parent company talked about the outlook for the frac business today… 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 …

Yes folks, it’s true… what you’ve heard…. the oilfield marketplace is a changing and the competitive landscape we’ve all gotten used to for the past decade or so could look very very VERY different a decade from now… There’s a lot more to this story… Login to see the full …

This morning, Schlumberger kicked off 3Q20 earnings season in the oilfield marketplace… 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 …

In the past 24 hours, two new E&P datapoints that are important for the frac supply chain to take note of: 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 …

A few frac folks on the move 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 Thinking, or your membership has expired, please email …

What a wild crazy insane ride the past five years have been in frac sand. This chart pretty much sums it up folks (click the chart to see it full size in a new window). Chart is followed by a couple observations… There’s a lot more to this story… Login …

In this update, we start with the new bankruptcies of the week before covering notable developments in several ongoing cases in the frac sand space. 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 …