Infill Thinking has learned 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 Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only find …

Who is taking market share during bankruptcy? Here are some clues… 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 …

In this update, you’ll find key takeaways relevant to the broader frac supply chain marketplace. 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 …

On Wednesday, two pressure pumpers talked with investors about their market outlook and current activity levels. Reading between the lines and screening out the marketing and financial details, here are… Login to see the full update… To read this update and receive our research newsletters, you must be a member. …

Going through local sand mine operating data for 3Q20 this week, a notable bifurcation stands out. Specifically… 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 …

There is ample talk in the frac market this week about a potential deal with big implications for the oilfield value chain… 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 …

Universal’s parent company talked about the outlook for the frac business today… 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 …

Yes folks, it’s true… what you’ve heard…. the oilfield marketplace is a changing and the competitive landscape we’ve all gotten used to for the past decade or so could look very very VERY different a decade from now… Login to see the full update… To read this update and receive …

This morning, Schlumberger kicked off 3Q20 earnings season in the oilfield marketplace… 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 …

In the past 24 hours, two new E&P datapoints that are important for the frac supply chain to take note of: 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.) …

A few frac folks on the move this week… 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 …

What a wild crazy insane ride the past five years have been in frac sand. This chart pretty much sums it up folks (click the chart to see it full size in a new window). Chart is followed by a couple observations… Login to see the full update… To read …

In this update, we start with the new bankruptcies of the week before covering notable developments in several ongoing cases in the frac sand space. 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 …

On September 16, Infill Thinking covered the deployment of an NOV SandBank system, writing that the system could be headed to Argentina’s Vaca Muerta Shale. At the time, the destination had not been publicized by the players involved and the origin was an Eagle Ford yard. Now about a week …

Going once, going twice… 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 …