Tag Archives: pricing

It’s Tuesday May 12, 2020 and from our desk to yours, here is a roundup of noteworthy downturn datapoints that advance the oilfield business narrative as the bottom approaches. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …

It’s been a week and a half since we first reported “Sandemonium” when the Permian surprisingly “ran out” of 100 mesh frac sand. Here’s an update on where things stand today followed by our answers to the most common questions Infill Thinking members are asking us as this situation continues …

2019 got off to a shaky start in the US onshore oilfield service business (largely due to macro volatility into year end). But as 1Q played out and WTI rallied, sentiment and completions activity indicators improved. Here with the second quarter only about a week old, we are pausing to …

After a relatively quiet couple of weeks in the frac sand marketplace, chatter in the channels we check has picked back up a bit. Here are five things that matter that we’ve heard this week… There’s a lot more to this story… To read this update and receive our research …

This government data set is worth highlighting this morning, since it directionally lines up with recent frac sand management commentary on the bottom… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …

We live-blogged the most important comments with oilfield marketplace implications from the Keane conference call this morning. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters …

When (not if) will the leading land drilling contractors make a hard push to be paid under a different model than the entrenched dayrate pricing framework? It’s a question we’ve wondered about for years now as we’ve watched land drilling rigs drill more and more wells per month, benefiting their …

After Hi-Crush’s news last week of a major contract win (pun intended) at a surprisingly strong price, we dug much deeper into the latest Permian Basin frac sand pricing trends this week. Please login to see this deep dive on Permian Basin frac sand price trends. There’s a lot more …

This week, we worked our channels to check on the latest pricing for in-basin frac sand. Our last price check was during our February trip to the Permian, and earnings season is now just a couple weeks out. So it seems like a good time for a pricing update. Log …

Halliburton hosted what we saw as a generally positive and realistic conference call Monday morning. The stock took a hit, we believe due to slowing NAM cyclical growth overall not because of HAL-specific concerns. The US rig count is pulling back as expected. In that context, Halliburton is focused on …