Tag Archives: earnings season

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 …

In the pithy bullet points below, here’s what all frac supply chain folks should know from US Silica’s remarks on their earnings call this week. 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 …

In a five-minute read, here’s what completions supply chain pros need to know about Schlumberger’s market commentary Thursday 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 …

Real-time takeaways – what you need to know as Covia speaks this morning… just the points with read-through for the industry… We live-blogged this conference call. 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 …

Every once in a while we “live-blog” earnings conference calls, sharing takeaways and highlighting what matters most seconds after management articulates their points. Today was one such occasion… and there were plenty of fireworks on this one. There’s a lot more to this story… Login to see the full update…  …

Check out a top ten list of the latest market intel tidbits we rounded up this week… 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 …

What do you expect during frac sand earnings season? Here’s what we expect… 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 …

Covia management is hosting their 3Q18 earnings conference on Wednesday 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, …

Several weeks ago in this update, we documented an inflection on local sand adoption. Recent proppant customer commentary has remained on trend – here’s what’s new. 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 …

US Silica’s Lamesa sand plant more than doubled in announced capacity this week, becoming the Xth Permian in-basin plant we track with an announced expansion vs. original nameplate capacity. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …