Latest Thoughts

Permian Frac Sand Scattershooting Part 2: Smart Sand’s Plan, Well Performance, New Contracts, Delaware Usage

Another installment in our popular series of tidbits on Permian Basin frac sand mine scene happenings. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …

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Permian Frac Sand Scattershooting Part 1 – Minegate Price Clue, Coating Facility, Site Updates, Skeptical Operator, and more…

The following list is baker’s dozen of assorted datapoints and tidbits we’ve heard about the frac sand business over the past couple weeks. This piece addresses the goings-on in Permian frac sand. We’ll have another installment of frac sand scattershooting later this week to address trends in the broader market. …

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Forum’s Revenue Inversion & M&A Strategy Underscore A Seller’s Market Developing In NAM Completions

On Tuesday, Forum Energy Technologies said their NAM completions business has become their largest revenue generator. Completions and production/infrastructure (C&P) segment revenues contribute 80% of the global oilfield products company’ top line. Moreover, 85% of Forum’s sales are onshore and 80% come from North America (NAM). This is a company …

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Hi Crush Quick Take: Sales And Volume Charts, Kermit Update, Coarse Reclamation

Quick take after Hi-Crush released earnings this afternoon. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll …

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Tailwinds Form Behind 2018 E&P Capex Budgets

The following brief analytical editorial was excerpted from our twice-weekly newsletter on Tuesday October 31, 2017.   There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters …

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We Fished These 25 Key Points From The Earnings Ocean

During earnings season, an ocean of content comes at you fast. 7,000 words are spoken on the average earnings conference call. There were 27 oilfield earnings conference calls this week. We did the math. That’s the word count equivalent of 200 Infill Thinking posts. How much of this info overload …

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New Movement On Petition To List The Lizard [Exclusive]

Subscribers only. Breaking and exclusive reporting on the very latest in the dune sage brush lizard story from Infill Thinking. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get …

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After A “Fractastic” Quarter, Schlumberger Diagnoses The US Onshore Market With A Muted Growth Outlook Next Year

Listening to Schlumberger’s conference call this morning, we were reminded just how much Big OFS has changed. In this update, we focus on takeaways relevant to the oilfield’s general population – specifically the outlook for US pressure pumping, international OFS, new offshore contracting models, and the oil macro. There’s a lot …

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3Q17 Oilfield Earnings Season Cram Session

Over the next three weeks, 86 oilfield companies we monitor will host conference calls to discuss results and outlook. We’ve got a cool sector timeline plus heatmap to help you know when to tune in to hear from sectors you care about. We also share an easy to digest list …

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One Of The World’s Most Capable Offshore Rigs Just Agreed To Work Pro Bono For The Next 24 Months

We break down a very important offshore drilling contract, explaining what it means for the deepwater market. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters …

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Oilfield Reaction To The Looming ELD Regulations

On Monday morning this week, we sent out an email survey to a select group of industry insiders who subscribe to Infill Thinking. We asked these folks to provide feedback anonymously on the risk to oilfield activity posed by phase-in of electronic logging device regs this December. We got some insightful …

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Unimin’s Permian Plant Location Finally Revealed

The long awaited Unimin Permian sand mine location has finally been announced. A new filing reveals one of the best kept secrets of the Permian Basin sand mine rush: where will Unimin build their plant? There’s a lot more to this story… To read this update and receive our research newsletters, …

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Preferred Sands Confirms Commitment To Build Two Permian Plants, Shoots Down Oilfield Speculation Of A Cancellation

Here’s what you need to know about the latest rumor moving through the Permian Basin sand mining sewing circle. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive …

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A Step Closer To “OneJackup” As Schlumberger & Borr Formalize The First Performance-Based Offshore Drilling Rig Model

Context and thoughts on the Borr / Schlumberger announcement. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories …

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Some Initial Thoughts On Reports That Unimin Is Buying Fairmount Santrol

Here’s what you need to know about the rumors that Unimin is buying Fairmount Santrol. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis …

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The 6 Ws Of Permian Basin Frac Sand Mining [Slide Download]

Infill Thinking founder and principal research analyst Joseph Triepke will present an overview of the Permian Basin frac sand rush as part of a panel including senior executives from three Permian sand producers. The presentation will be delivered Thursday morning September 28, 2017 in Houston. In this update, subscribers may …

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