Latest Thoughts

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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A 2nd Permian Basin Sand Mine Flips On The Switch

In this update we share the latest on frac sand mine openings in the Permian including an exclusive look at the very latest at the 2nd site coming online. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If …

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US Land Drillers Aren’t Sweating The Rig Count Dip

During the third quarter, the US onshore rig count trajectory has finally leveled off. We wrote about the stall a couple weeks ago in this update.  Speaking at an investor conference last week, two leading land drillers shrugged off the industry-wide rig count stall. See what they said in the …

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DUC Hunting Season Returns [Guest Post]

When I first met Todd Bush, he was laying the groundwork for the research firm he co-founded in 2012, Energent Group. Even back then when his databases and software were in their early stages of development I recall being impressed by the granularity of the charts and output he was generating. …

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