Latest Thoughts

A Cashless 2H20 Oilfield Bounce? [Charts Of The Day]

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, …

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18 Frac People On The Move

We take a look at some notable comings and goings. The frac talent pool continues to play musical chairs. 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 …

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What The Customers Are Saying… About Their Frac Sand

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 …

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TX Oilpatch Layoff Trends [Chart Of The Day]

This week, we updated our WARN notice chart, tracking oilfield mass layoff activity back to 2011. We noticed that… 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 …

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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 …

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Frac Sand’s Downtrend Concisely Articulated

We believe this market color bears repeating verbatim here, and we quote: 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 …

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Flat As A Pancake… [Chart Of The Day]

A wellness check this week on on the key economic engines of the oilfield industry reveals some interesting trends… 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 …

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