Tag Archives: trends

With 2019 planning season in full gear, decision makers and forecasters are grappling with commodity price cross-currents. As many market participants are now arriving at conclusions that will set the stage for the year-ahead, we thought it’d be useful context to take a look back at an outlook baseline set …

In this update, we follow up on several recent Infill Thinking stories with what’s new. Follow-up topics include: wellsite storage replacement cycle appearing in the mainstream press. a new mine opens confirming an exclusive report. … … There’s a lot more to this story… To read this update and receive our …

In this update, check out what’s new in the narrative of frac sand’s transition to a local supply base. 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 …

While we were getting drenched in the MidCon this week, the sky was falling in New York too. 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 …

The frac market is in flux. Who’s still planning to grow? Who’s not? Will plans be realized? We quantify and discuss… 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 …

Schlumberger will kick off oilfield service earnings season with their conference call on Friday July 20, with Halliburton’s report following on the next business day. Here are the top themes we will be listening for on 2Q18 conference calls: There’s a lot more to this story… To read this update …

With crude poised to potentially overflow Permian installed takeaway capacity, we thought it’d be worth taking a look at some big picture production vs. rig trends as the feature of this week’s regular rig count update. There’s a lot more to this story… To read this update and receive our research …

Business schools often talk about the life cycle of an industry: Introduction, Rapid Growth, Maturity, and, eventually, Decline. While the last 18 months has made it clear we are still in the Rapid Growth phase, much of that growth is also due to the maturation of the industry and the …

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… To read this update and receive our research …

Smart Sand’s 2018 budget is $85-$95mm. $71mm of that is spoken for with their Oakdale plant expansion, efficiency enhancements and routine maintenance. The $19mm remainder (at the midpoint) is where things get interesting… Will they go with boxes or silos? We think we have the answer… There’s a lot more …