Public Oilfield Service firms start talking to investors next week. Here are 10 things we are listening for… 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 …
Read More »Some Notable Things Oilfield CEOs Said (And Didn’t Say) To Investors About The L48 Market
They talk, we listen… 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 us to discuss our current …
Read More »Analyzing The Oilfield Industry Fundamental Setup With 2Q24 Reporting Season Beginning…
We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 …
Read More »In Other News – Frac Bankruptcies Loom? Wet Pile Push/Pull, Proximity Mining Harder Than It Looks, Sand & Logistics Pricing Trends, & More…
In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the shale-patch that are deserving of a quick mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Frac Sand Scattershooting – Wet Sand Trimulfracs, Sand Consumer Report, and Free Water With Damp Sand…
In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch that are deserving of a quick mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Earnings Season Preview: 5 Key OFS Themes To Watch As Reports Begin Tomorrow…
We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 …
Read More »Earnings Season Preview: 7 Critical Themes To Watch In The Oilfield As Reports / Calls Begin This Week…
We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 …
Read More »Public Pressure Pumper Points – Takeaways From Last Weeks Calls (NexTier, Universal, & Cudd)
Here’s what frac market participants need to know from the latest round of disclosures… 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 …
Read More »Q&A Undertones Are Shifting On Oilfield Earnings Call [Chart Of The Day]
Something we are watching this earnings season in light of recent field checks and the nat gas crash is the… 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 …
Read More »Earnings Season Preview: 7 Critical Themes To Watch In The Oilfield
We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 …
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