Quick Thoughts

Going once, going twice… 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 to discuss our current …

As most readers know by now, Schlumberger sold their frac business to Liberty in a big deal announced this morning. The deal, code named “Project Stars” per the deck title, makes Liberty… There’s a lot more to this story… Login to see the full update…  To read this update and …

In today’s bizarre world, so called “social media influencers” get millions of views for videos containing meaningless blather. On the other hand, we dug up a video posted about a week ago which everyone in the Permian oilfield should watch with rapt attention; however, it only had 25 views as …

In addition to the in-depth updates published during another interesting week in the frac life, these quick hits also crossed our desk and are worthy of a mention… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

An interesting datapoint gives a new dimension to the whole boxes vs. silos debate. 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 …

Here’s what we learned from a “repeat restructuring” E&P’s latest filings… 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, …

Lots of analysts, ourselves included, are writing about the uptick in completions and frac crew count. But let’s be careful not to put the cart before the horse… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

A great many analysts have opinions and prognostications. Forecasts for oilfield services are a dime a dozen. But who’s really listening to what your customers are saying? We are! And here’s what you should know about what they are telling investors about frac sand sourcing… There’s a lot more to …

Solaris Oilfield Infrastructure hosted their 2Q20 call on Friday morning. On the call, we…. 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 …

With E&P earnings heating over the next 7-10 business days, one critical thing we’ll be watching closely is how…. 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 …