Equally as important as the 2019 spending program figures being released this season is the accompanying management commentary. In fact, this is actually more important than the headline numbers in some cases. We discuss what has caught our eye so far in the 2019 planning season and also provide readers …
Read More »Taking The Oilfield Industry’s Temperature On 2019 [Call For Survey Responses]
At Infill Thinking, we are very aware of what our greatest asset is. Without a doubt it is our members roster. We are honored to have on this list some of the most accomplished executives in the US onshore business. Soon the rest of the oilfield market will shift their …
Read More »The Rig Hands Guide To Sales Success [Friday Guest Post]
In the world of consumer products the buying experience is often influenced by emotion. For example, if my mother always bought a particular brand of mayonnaise then it’s likely I will buy the same brand as I have an emotional attachment. It’s not likely that anyone ever bought barite or …
Read More »HAL Took A $3bn Market Cap Hit Before Breakfast On “Temporary” US Onshore Challenges [Live Blog Complete]
We live-blogged our key takeaways from the Halliburton earnings call on Monday 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 …
Read More »Watch Out For More Vertical Integration News In Frac Sand Before This Month Is Done
Frac sand mining is evolving rapidly and the oilfield service company role in it is changing too. See what we expect to happen next in the full update. 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 »The Shale Supply Chain’s New(ish) Ownership Conundrum
Epic quantities of frac sand and water will fracture a lot of low permeability rock in the Lower 48 this year. This same sand and water has also fractured the US oilfield supply chain. Conventional wisdom on market segmentation and task ownership is now being challenged. The chain of custody …
Read More »Halliburton Issues A Rebuttal And An Endorsement
No EPS or EBITDA or financial speak to give you tired-head. Just the market intel that really matters curated from Halliburton’s earnings conference call on Monday April 23. Oh and also the fireworks… lots of fireworks. There’s a lot more to this story… Login to see the full update… To …
Read More »Just How Much Local Permian Sand Is Actually Shipping? Here Are Today’s Plant-By-Plant Production Estimates
In this update, we’ve canvassed the Permian in-basin frac sand mining scene to get a read on the timing of local sand availability. 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. …
Read More »Halliburton Has Begun Building Frac Horsepower And Hinted That Frac Sand Pricing Peaked In 4Q17
Here are our key takeaways in terms of general oilfield service market insights from the Halliburton conference call on Monday 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 …
Read More »Schlumberger Talks US Frac Fleet Growth, US Onshore Bottlenecks, And International Outlook
In our view, here are the ten most important things Schlumberger said about the OFS market outlook on their 4Q17 conference call on Friday. This update breaks down the 1-hour plus SLB call into a 5-minute read. There’s a lot more to this story… Login to see the full update… To …
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