This earnings season, sand talking points were fairly muted as supply chain comments were more focused on big picture inflationary trends and constraints (there are more urgent items for procurement teams than sand lately). That said, among our contacts “offline” the discussion around sand is… Login to see the full …
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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 …
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Halliburton’s conference call this week echoed an inflection in Infill Thinking’s recent research flow on net pricing in frac… 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 …
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As we prep for the 3RD ANNUAL OILFIELD WATER INUDSTRY UPDATE at the Houstonian this fall, we are digging into what matters in produced water and water midstream. Here is what we found… Login to see the full update… To read this update and receive our research newsletters, you must …
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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 …
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This week’s pumping commentary analysis 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 find …
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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 …
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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, …
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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 …
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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 …
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Infill Thinking Lifting the O&G knowledge curve
