Infill Thoughts

Frac Sand Bankruptcy Monitor – 2 Notable New Developments

Two new developments crossed the transom in ongoing frac sand restructuring cases that are worth a mention over the past week or so…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew …

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Why The Big 3 Bundling Push Is Not Going to Work [Guest Opinion Piece]

After publishing our deep dive piece on the Liberty / Schlumberger transaction’s implication for the frac supply chain last week, we heard from many Infill Thinking members. This piece from an unbundling expert/entrepreneur is the result of one of those conversations… Login to see the full update… To read this …

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The Ins & Outs of OCTG Inventory in 2Q20 [Friday Guest Post]

Our Friday’s in September guest post series starts off with a bang today. We are always excited when Susan stops buy, and her data driven insight continues to shed light on an opaque oilfield niche market… Login to see the full update… To read this update and receive our research …

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The Past 2 Weeks Don’t Make A Trend, But 2 More Will…

Are we there yet? To the bottom of the worst downturn ever? Login to see the full update… 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 …

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The Bankrupting Of Oilfield Service [Chart Of The Day]

Unsurprisingly, lawyers and restructuring advisors are the biggest winners in this mess. They are making out like bandits and harvesting a massive payday from the industry’s financial predicament. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

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Where Exactly Are The First Signs Of Life Appearing In Rig Land?

Finally! Rigs are going back to work here and there… Login to see the full update… 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 …

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7 Frac People On The Move

Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …

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Local Sand’s Best House In A Bad Neighborhood? [Chart Of The Day]

An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …

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What Is Hi Crush Worth Liquidated? What Is It Worth As A Going Concern?

We dug and dug and dug… and we dug up some estimates… Login to see the full update… 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 …

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