No EPS or EBITDA or financial speak to give you tired-head. Just the market intel that really matters curated from Halliburton’s earnings conference call on Monday April 23. Oh and also the fireworks… lots of fireworks. There’s a lot more to this story… Login to see the full update… To …
Read More »Train Wreck In Monahans Overnight Wednesday Is Tightening Things In The Permian Even Further
A Monahans train wreck overnight on Wednesday could impact Permian completions. 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 has expired, …
Read More »If Not Rail, Then Barge. Unanticipated Logistics Havoc Is Plaguing 2018 Completions More Than Anticipated Trucking Issues
Everyone’s been focused on trucking in Texas. And trucking in Texas is tight. But it’s the devil you don’t know that’ll get you. And during the first half of 2018, unanticipated disruptions in transportation modes not involving wheels have wreaked much more havoc in the shale frac sand transportation network. …
Read More »Frac Hit Fear Index And Parent/Child Interference In The Tight Oil Narrative
We devote a lot of bandwith to the most pressing concerns facing tight oil development here at Infill Thinking. In the long-run, other constraints rise on the horizon. These are the big picture sustainability sort of questions for tight oil development. In this post, we list these big picture issues …
Read More »The Effects Of Micromanagement On Frac Job Safety [Friday Guest Post]
These days when we ask C-level executives what keeps them up at night, labor is always at the tip of tongue. Recruiting and hiring are tough problems right now, for there are not enough experienced hands to staff all the equipment going to work this year. In this post a …
Read More »Boots On The Ground: All Our Permian Trip Quick Hits Organized By Topic
We spent the first week of February on location in the Permian Basin gathering market intelligence on the completions supply chain. In addition to taking it all in from the road this week, we have met with a variety of management teams and visited operations in the field. During our …
Read More »Real-Time Takeaways From Liberty Frac’s First Ever Quarterly Earnings Conference Call… [Live Blog Complete]
Newly minted public frac company Liberty Oilfield Services hosted their first ever quarterly earnings call on Tuesday March 13, 2018. We are live-blogged it, and these are our key takeaways… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Startups. Entrepreneurship. Innovation. A Conversation With The CEO Of Seismos [Friday Guest Post]
In our typical Friday guest posts, we get to hear the perspective of one Infill Thinking member at a time. And that’s usually pretty great, but as the old saying goes two heads is better than one. This post (or conversation really), is the brainchild of two Infill Thinkers who …
Read More »Yesterday Wells Froze, Today Rail Cars Are Stuck, Tomorrow It’ll Be R&M, Labor & Trucking [Permian Points 2]
This is our second installment of Permian Points (oilfield service market quick hits) after devoting a full week to boots-on-the ground reconnaissance in the Permian Basin in February (revisit part one here). We met with industry contacts, visited facilities, and made observations from the road. Here are some of our key takeaways, thoughts, …
Read More »A Perfect Sandstorm Has Started A “Run On The Bank” In The US Completions Supply Chain
Last week, first Schlumberger and then Halliburton issued US onshore profit warnings for their completions businesses. Halliburton explicitly cited the frac sand supply crunch caused by railroad downtime as the primary culprit. Since then, we’ve had a chance to catch up with multiple private participants in this market to try …
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