Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. They also have implications for people conducting business all across the frac value chain. Without further ado, here are… There’s a lot more to this story… …
Read More »Ranking E&P RIF Risk With A New Staff Efficiency Benchmark [Chart Of The Day]
For years – even before capital discipline started trending in 2017 – Wall Street research analysts have constructed models to benchmark the effectiveness of E&P capital deployment. But what if we turn the logic around a bit and look for layoff risk indicators in the size of… There’s a lot …
Read More »RIF Watch: Details On This Week’s Mass MidCon Frac Layoff
After an open records request, we’ve been able to learn some new insights about the massive MidCon reduction in force happening this week in the oilfield service industry. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »A First For The US Local Sand Workforce [Chart Of The Day]
For the first time since the disruptive local sand shift began back in 2017, the total workforce employed by the US local frac sand mining industry has… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Permian Frac Sand Workforce Peaks & Dips For The First Time [Chart Of The Day]
Earlier this year, Infill Thinking predicted that the Permian frac sand workforce would peak during 2Q19. Analysis of 2Q19 actual workforce trends confirms the prediction has panned out. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Two Notable Frac People On The Move
In this asset-intensive business, talent shifts are often ignored. But we believe people matter. We also believe that recruiting datapoints often carry implications for oilfield trends, value creation, and competitive dynamics. Here are two notable moves that caught our attention recently… There’s a lot more to this story… Login to …
Read More »An In-Basin Frac Sand Supplier Downsizes & Cuts Shifts. Not Closing The Door Though, Contrary To Rumor
Market intel on the local frac sand supply stack. 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, please email …
Read More »Labor Strike Shuts Down A NWS Plant Temporarily
Here’s the latest on a plant worker strike that is impacting NWS supply. 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 …
Read More »10 Frac People On The Move
We take a look at some notable comings and goings. The frac talent pool continues to play musical chairs. 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 …
Read More »Notable People On The Move In The Oilfield Service Business [6 Recent Talent Shifts]
Talent is shifting. And it’s doing so with implications for value, trends and competitive dynamics. Here are the moves you need to know about… 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 …
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