Each Friday while oilfield uncertainty remains elevated, we will publish a new edition in our Shale Macro Reaction Monitor report series. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to …
Read More »SHALE SLUMP SIGNALS: Key Datapoints In 7th Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a new edition in our Shale Macro Reaction Monitor report series. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to …
Read More »SHALE SLUMP SIGNALS: Key Datapoints In 6th Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a new edition in our Shale Macro Reaction Monitor report series. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to …
Read More »SHALE SLUMP SIGNALS: Key Datapoints In 5th Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a Shale Macro Reaction Monitor. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to this story… Login to see the …
Read More »SHALE SLUMP SIGNALS: Key Datapoints In 4th Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a Shale Macro Reaction Monitor. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to this story… Login to see the …
Read More »SHALE SLUMP SIGNALS: Key Datapoints In 3rd Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a Shale Macro Reaction Monitor. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to this story… Login to see the …
Read More »OFS Market Turbulence Getting Even Bumpier – 6 Downturn Datapoints In Permian Frac, Logistics & Sand
With 3Q24 earnings season around the bend, the fundamental setup for oilfield services remains very challenging. From our latest field checks, here are a half dozen quick hits that illuminate the difficult downturn conditions in the sector right now. There’s a lot more to this story… Login to see the …
Read More »In Other News – Frac Bankruptcies Loom? Wet Pile Push/Pull, Proximity Mining Harder Than It Looks, Sand & Logistics Pricing Trends, & More…
In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the shale-patch that are deserving of a quick mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Frac Sand Scattershooting – Wet Sand Trimulfracs, Sand Consumer Report, and Free Water With Damp Sand…
In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch that are deserving of a quick mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »In Other News – “Monster Frack” Hit Piece Fail, Sand Prices, Rail Chatter, Sand Supply Nuggets & more…
A bullet point roundup of miscellaneous odds and ends in the frac and water supply chain worlds this week… 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 …
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