Tag Archives: earnings season

  Another oilfield service season is in the books and we are catching up on everything said since we spent more time in the field than listening to calls during this reporting season! There’s a lot more to this story… Login to see the full update…  To read this update …

This earnings season, frac sand comments have been fairly light. The most notable of the sand remarks made by E&Ps on their conference calls over the past couple weeks was… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

Dust off your downturn playbooks… we are on the verge of the most uncertain earnings season since Covid… 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 …

This week, we tuned in as another completions service provider’s executive team discussed their frac market outlook for 2025. Here’s what we learned… photo taken by infill thinking in 1Q25 showing the company’s fleet pumping for a major operator near Stanton after we followed the truckloads of wet sand from …

US Silica announces a huge deal this morning… 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 …

US Silica provided their outlook this morning and here’s what we took away… 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-through to the D&C market from a leading player in both rigs and frac crews 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, …

US Silica provided their outlook this morning and here’s what we took away… 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 …

Catch up on the key points in pressure pumping… 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 …

The company’s earnings report and call today suggested…   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 …