10 Themes To Listen For As OFS CEOs Start Talking Next Week…

We are looking forward to getting a fresh read on how the US shale industry is responding to higher oil prices when OFS earnings kick off next week…

Logistics Executive Fireside Chat
(11/18, 9:50am) 

• Joseph Triepke, Lium Research
• Greg Lanham, TSS

Sand Executive Discussion
(11/18, 10:10am) 

• Joseph Triepke, Lium Research
• Steve Brock, Nomad Proppants
• John Young, Smart Sand
• Ryan McMaster, Delta Sands

Proppant Procurement Perspectives
(11/19, 10:15am)

• Alex Meleshko, Lium Research
• Candace Rowell, Expand Energy
• Lindsey Hopwood, Halliburton
• Josh Riso, Liberty Energy

Nick Cook at the conference is expecting >300 attendees, so it should be a well attended event despite tough year for frac sand producers.

We are looking forward to learning from everyone there and there are some things we are hoping to learn more about during our time there. Some of the trends we will be paying particular attention to during the discussions include:

In this update, we preview some key themes that the 300+ industry leaders attending will be talking about…

 

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 subscription options at [email protected](Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! [email protected]