Tag Archives: earnings season

We listened to four public frac sand company conference calls last week. Here are the polished market intel points that we screened out from the raw feedstock of these calls. Feature image: Stack Sizer® wet sizing frac sand, courtesy of Derrick Corporation Login to see the full update… To read …

In this update, we’ve carefully curated eight notable frac sand market datapoints, most of which came to light in the past seven days. These are mostly skimmed from… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

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: …. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …

The latest operator commentary on frac sand continues to underscore local sand adoption and cost savings – themes that have been consistent on E&P calls since early-last year. However, this may be one of the final earnings seasons where we see… Login to see the full update… To read this …

There is already a veritable flood of pressure pumper and operator earnings coverage making the rounds from other analysts and publishers this week. So we focused here on sharing 11 bite-sized pieces of market intel (including a mix of datapoints and our own thoughts on the market) that are a …

At this publication, we tend to steer clear of “stock talk.” As regular readers know, our focus instead is getting deep into the weeds on corporate strategy, industry trends and the people that drive this industry forward. Furthermore, our staff does not personally invest in or trade individual stocks in …

In our regular weekly rig count update, we highlight some recent commentary from two leading land drillers on market trends in the Lower 48 rig market. This commentary confirms two recent Infill Thinking exclusive reports… Login to see the full update… To read this update and receive our research newsletters, …

US Silica press released strong 2Q19 results this morning. We highlight 5 items from the press release that caught our attention. We also share what we’ll be listening for on this morning’s call and will add conference call analysis to this update later today… Login to see the full update… …

3 wrinkles in Halliburton’s earnings call commentary yesterday went underappreciated in the myriad of conference call coverage available elsewhere… Here’s three notable nuances that caught our attention. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

What matters most to Infill Thinking readers is what Schlumberger is doing in the US onshore market and what their view of Lower 48 OFS market conditions is at this juncture. So that’s the focus of the following five points, which we believe are the most important things Schlumberger said …