E&P earnings season is underway. Over the past few days, we’ve… One Key Underlying Theme: Public E&Ps are… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive …
Read More »
An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …
Read More »
US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …
Read More »
Halliburton’s conference call this week outlined… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only …
Read More »
As we prep for the Oilfield Water Markets 2021 Conference this week in Frisco, we are doing some advance research on what matters in water midstream and here’s what we found… Login to see the full update… To read this update and receive our research newsletters, you must be a …
Read More »
US Silica provided their 1Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …
Read More »
Over the past couple of days, we’ve listened to the conference calls of Liberty, Patterson-UTI, RPC and Calfrac (together we estimate these pumpers have X% market share in Lower 48 frac market). Here are the key datapoints that have read-through to the broader frac market… Login to see the full …
Read More »
Halliburton’s conference call this week confirmed an Infill Thinking exclusive from six months ago… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis …
Read More »
In this update, you’ll find key takeaways from the company’s earnings call that are relevant to the broader frac supply chain marketplace. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current …
Read More »
This earnings season, we’ve listened carefully as E&P operators and midstream/service firms talk about water on investor calls. We are gearing up for the Oilfield Water Markets 2021 Conference this May 12-13 in DFW. We encourage any Infill Thinkers interested in water to join us there… This conference is the …
Read More »
Infill Thinking Lifting the O&G knowledge curve
