E&P operators announced their spending cuts a week or two before most of the oilfield service industry (OFS). We are tracking the E&P capex pullbacks in real-time here, and their planned rig releases and frac crew releases too. Now it’s OFS’s turn to activate the downturn playbook and announce cost …
Read More »Labor Strike Shuts Down A NWS Plant Temporarily
Here’s the latest on a plant worker strike that is impacting NWS supply. 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 …
Read More »A Brady Brown Plant Owner Reacts To Market Pressure By Breaking Out The Mothballs
Who’s closing down, how much sand has been mothballed, and why. We discuss for our members here… 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 …
Read More »