There is ample talk in the frac market this week about a potential deal with big implications for the oilfield value chain… 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 …
Read More »Universal Pressure Pumping’s Frac Outlook
Universal’s parent company talked about the outlook for the frac business today… 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 …
Read More »Halliburton’s Lower 48 Frac Outlook
Halliburton hosted their 3Q20 earnings call on Monday morning and here are the takeaways that matter for folks in the frac business… 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 …
Read More »How Does In-Basin Sand Supply Distribution Line Up With Completions At The Bottom? [Chart Of The Day]
With US onshore activity limping up from the bottom of a harsh downturn, we asked the question – how well did the frac sand industry do in matching supply to demand regionally? We all know that sand producers…. There’s a lot more to this story… Login to see the full …
Read More »Top Ten 3Q20 Updates
With 3Q20 earnings season commencing for the oilfield this week (Schlumberger reports on 10/16/2020), we too are taking a look back at 3Q20 performance here at Infill Thinking. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »The One Chart That Says It All About US Frac Sand Supply/Demand
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… There’s a lot more to this story… Login …
Read More »Ranking The Basins By 2021 Sentiment On The Completions Outlook [Thoughts & Chart Of The Day]
Relative to the lows of 2Q20, which basin will enjoy the best trends after the ball drops on a miserable 2020 and 2021 completions programs start to kick in? Over the past couple of weeks, we’ve touched base with a whole bunch of industry contacts in the process of…. There’s …
Read More »Frac Sand Bankruptcy Monitor – 2 Notable New Developments
Two new developments crossed the transom in ongoing frac sand restructuring cases that are worth a mention over the past week or so…. 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. …
Read More »More Direct Sourcing Debate Reaction – Historical Context & A New Angle To Consider In Frac Procurement Models
Since the Liberty / Schlumberger transaction was announced, the direct sourcing trend has become a hot topic again. I don’t know about you, but it’s nice to be talking about something other than bankruptcy and downturn trends again! Unbundling in the completions supply chain has gone mainstream over the past …
Read More »In Other News… Going Broke Ain’t Cheap, Dune-Inspired Sand HQ, Watch The Eagle Ford, Schlumberger High-5s, & More…
In addition to the in-depth updates published during another interesting week in the frac life, these 9 quick hits also crossed our desk and are worthy of a mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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