Over the past couple of days, we heard from the management teams of Patterson-UTI, Schlumberger, and Core Lab. Here’s what’s… 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 »Chapter 11 For BJ Services Adds To Frac Sand Woes As The Company Winds Down
Another oilfield service name that was a presumptive IPO candidate just a couple years ago, is now bankrupt… 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 »The Lost Quarter, Pressure Pumping M&A, & Another Distressed Firm On Our Watchlist Caves…
Three quick datapoints worth flagging this morning that didn’t give us quite enough content for full-bore research updates but are notable none-the-less: 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 »Frac Sand’s Downtrend Concisely Articulated
We believe this market color bears repeating verbatim here, and we quote: 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 »Potential Mobile-Mini Plant Deployments & Frac Crew Reactivations. Green Shoots Can Be Found If You Look Hard Enough!
News on the in-field sand production front could be brewing… Meanwhile a handful of crews are going back to work as the industry expects a couple dozen “fractivations” this quarter.
Read More »It’s Hard To Believe This Year Is Only Halfway Done! Here Are The Top 20 Updates Of The Second Quarter
By The Stats – Membership Resources Provided During 2Q20 In the 90 days ended June 30, 2020, the Infill Thinking research team: published 86 independent research updates, emailed 25 original Infill Thoughts newsletters to active members, issued 14 data releases to Think Sheets® members, got in one last great member meetup …
Read More »The Latest E&P Bankruptcy Exposes A Big Pumping Payable
This week’s bankruptcy filing shows pressure pumper left holding the bag on a multi-million dollar trade payable equal to 6% of their 1Q20 revenue in the latest E&P restructuring case… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Nowhere To Go But Up? Taking The Oilfield’s Pulse As The Dust Settles On An Epic Downturn
By putting our heads together as a group, Infill Thinking members will establish an important baseline this summer for understanding the “what now” and “what next” in the new paradigm emerging for the oilfield marketplace after the worst crisis in shale’s history. There’s a lot more to this story… Login …
Read More »As The Texas Frac Fleet Sinks, Local Sand Capacity Rapidly Goes Offline [Chart Of The Day]
We estimate the active frac fleet count across the two big Texas oil plays has fallen from up near X crews in 1Q20 down to only about X active fleets today. This is now old news, but it still takes our breath away to see that in print. Obviously, nobody’s …
Read More »For Northern White Sand, A Strange Zenith Emerges In This Dystopia
Setting aside what we all know about frac sand demand in 2Q20 (volumes are terrible), there are some interesting gives and takes at play when it comes to Northern White Sand (NWS) vs local sand market share trends this quarter. Check this out… There’s a lot more to this …
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