Friday’s 3Q19 earnings report and conference call from Schlumberger were of much greater interest than usual for US oilfield service market participants for two reasons: …. 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 …
Read More »All The Last Mile Players On One Stage [Exclusive]
Plus 2 Permian wellsite storage competitors in one week!! Earlier this week, we reported on a new arrival in the Permian Basin’s last mile market. Today, we’ve been able to confirm new details about still another new competitor’s arrival in the Permian Basin…. There’s a lot more to this story… …
Read More »A Pressure Pumper Breaks Their Silence… But Some Questions Linger, Especially Over “Clarabby Transactions”
For those looking to learn what exactly happened, yesterday’s communication is likely to be seen as a disappointment. Here’s what stood out as we read the SEC filing… 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 »A Last Mile Solution New To The Permian Just Completed Its First Job In West Texas…
After hearing from sand hauling contacts about a new last mile solution deploying in the Permian, we had a chance to catch up with the company to learn more about their activity in West Texas and the Lower 48… There’s a lot more to this story… Login to see the …
Read More »Paying A Visit To The Eagle Ford’s Original Third-Party Frac Sand Silo Terminal [Eagle Ford Stops Along The Road]
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, please email us to discuss our current subscription options at [email protected]. (Current …
Read More »The Top Ten Infill Thinking Updates Of 3Q19 In Sand & Water
During 3Q19, the Infill Thinking research team: published 90 written research updates emailed 24 Infill Thoughts newsletters to active members issued 15 data releases to Think Sheets® members conducted site visits the Eagle Ford and acted as MC for the largest frac sand conference in the industry, hosted by the …
Read More »Another Large Carrier Exits Sand And Water Hauling. Read The Letter…
Yesterday morning, a letter announcing the closure of of a huge pneumatic hauler crossed Infill Thinking’s research desk. Due to the gravity of the letter, we waited to publish it until we were able to confirm its authenticity with the company. We confirmed that it is genuine this morning after …
Read More »Liberty’s Take On The In-Basin Sand Vs. NWS Debate
Here is the latest new oilfield market participant to weigh in on the debate on the future of in-basin sand. 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 …
Read More »Frac Sand Pricing Sentiment Has Hit Rock Bottom [Chart Of The Day]
We had a conversation with a frac sand supplier this morning that went alot like many others we’ve had with contacts in the supply base recently… 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 …
Read More »A Brief History Of Oilfield S-Curve Shifts, And A Couple To Watch…
Food for thought. The one thing we do know with certainty is that change is the only constant we’ve ever been able to rely on in the oilfield marketplace. While some big step changes have been made over the past 15-20 years, there are always more to come… In this …
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