Latest Thoughts

Solaris Estimates The US Frac Crew Count Can Rebound 35-45% In 3Q20

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

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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… 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 …

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Permian Rig Count Ticks Higher For First Time Since March

Not going to make a big difference in anyone’s business, but it’s good to see… 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 …

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Permian Rig Count Finding Firmer Ground

  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 on stories you’ll only find here No advertisements, no …

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The Rise & Fall Of In-Basin Sand Supply [Chart Of The Day]

Lower 48 local sand capacity peaked in 4Q19. Here’s what’s happened to this supply stack since then… 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 …

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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… Login to see the full update… To read this update and receive our research newsletters, you must be …

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Frac Sand’s Downtrend Concisely Articulated

We believe this market color bears repeating verbatim here, and we quote: 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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Hi-Crush Commences Chapter 11 Proceedings After Striking Productive Deals With Lenders & Lessors

Long awaited news materializes just before the deadline… 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 on stories …

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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… 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 …

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Still Waiting… Is A “Mini-Earnings Season” About To Commence?

  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 on stories you’ll only find here No advertisements, no …

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Surviving Together [Friday Guest Post]

Eric Barton probably needs no introduction among Infill Thinking’s readership. He is a well-known frac sand sourcing veteran who has spent close to a decade in supply chain and procurement roles for publicly traded E&P operators. Eric was one of the early pioneers of the now widespread direct sourcing strategy, …

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The “Nowhere To Go But Up” Survey Results Are In!

We are excited today to share the results of our well-attended industry marketplace survey… 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 …

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Chapter 11 For A Large Private Frac Sand Producer

A large frac sand producer has declared bankruptcy… 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 on stories …

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