In this update, you’ll find key takeaways from the company’s earnings call that are relevant to the broader frac supply chain marketplace. 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 …
Read More »What They Are Saying About Oilfield Water [Produced & Fresh H2O Datapoint Roundup]
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 »Topical And Timely Frac Sand Disclosures By E&Ps & Pumpers [Listening To The Customer]
A bunch of buyers are talking sand. Here’s what they are saying… 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 …
Read More »US Silica’s Latest Frac Sand Market Outlook
In this update, you’ll find key takeaways relevant to the broader frac supply chain marketplace. 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 …
Read More »Simul-Frac Buzz Builds – A Simple, Yet Powerful Step Change In Shale
In January, Infill Thinking wrote that simul fracs would be the dominant disruptive theme in 2021 (read more). During 4Q20 earnings season, evidence is building in support of the trend’s big impact… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Through Chattering Teeth, Oilfield CEOs Describe February Frac Freeze Impacts
Adverse operational impacts from weather are surfacing in this week’s oilfield earnings calls. Here’s a roundup of some of what we’ve heard 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 …
Read More »Rounding Up Frac And Water Quick Hits As Year-End Oilfield Reports Trickle Out…
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: 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 …
Read More »Halliburton Talks Frac Market & Changes Their Tone On E-Frac
Halliburton’s 4Q20 conference call on Tuesday sets the tone for the company narrative on the 2021 outlook in the Lower 48 pressure pumping market. Here’s what stood out from our listen: There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »US Silica’s Latest Frac Sand Market Outlook
In this update, you’ll find key takeaways relevant to the broader frac supply chain marketplace. 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 …
Read More »Reading Between The Lines For The Pressure Pumping Market Outlook
On Wednesday, two pressure pumpers talked with investors about their market outlook and current activity levels. Reading between the lines and screening out the marketing and financial details, here are… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
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