Listening to the FTSI call this week, here’s what stood out to us as far as market intel takeaways for the Lower 48 pressure pumping market… 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 …
Read More »In Other News… Frac Spread Cost Risk, Utah Sand Mine Scuttled, Last Mile Cash Crunch? Water M&A Follow-up, RIFs, Tempest In A Teapot
In addition to the in-depth updates published over the past week, these “quick hit” datapoints also crossed our desk and are worthy of a mention… 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 …
Read More »A New Year In Oilfield Water Management Brings More Of The Same… Sort Of.
2020 starts off much the same as 2019 ended in the oilfield water management industry: with M&A news. Two acquisitions were announced on Monday from undisclosed sellers (although we have heard some guesses about who one of those might be). Meanwhile, oilfield water M&A this year has a different feel …
Read More »This Permian Leading Indicator Bodes Well For 1H2020 [Charts Of The Day]
With 2019 in the books, we spent some time over the weekend becoming more encouraged about 2020 as we updated our data on… 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 »What Are The Biggest Risks & Opportunities Headed Into 2020? 100 Decision Makers Answered…
About 100 Infill Thinking members answered this open ended question in our recent 2020 Vision Oilfield Outlook Survey. In this post, you can read their responses.. 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 …
Read More »The 2020 Vision US Oilfield Outlook Survey Results Are In!
Last week, we asked the collective Infill Thinking membership to share their views on the 2020 oilfield outlook. 145 of you answered our 23 questions. To all those that took a few minutes to contribute, thank you very much. The result is a unique, invaluable market intelligence resource. There’s a …
Read More »More Than A Penny For Your Thoughts! [2020 Vision Survey]
We’ve complied a set of questions that are critical to determining the oilfield outlook for 2020. For any active Infill Thinking reader that completes this important survey, we will provide some pretty compelling benefits including…. There’s a lot more to this story… Login to see the full update… To read …
Read More »Why Is ESG Trending In O&G? Follow The Money, But Remember HSE & Societal Value Predate The Trend In O&G
In this update, three charts – one showing the surge of ESG interest in the oilfield and two others explaining why. The data is followed up with in-depth analysis and commentary on sentiment, investment, why it matters, who’s doing what, RFQ impacts, what oilfield niches have big ESG opportunities, and …
Read More »Screening Last Week’s Frac Sand Earnings Calls For Market Intel
We listened to four public frac sand company conference calls last week. Here are the polished market intel points that we screened out from the raw feedstock of these calls. Feature image: Stack Sizer® wet sizing frac sand, courtesy of Derrick Corporation There’s a lot more to this story… Login …
Read More »Not Every Last Mile Solution Can Have A Bigger Piece Of Pie If The Pie Isn’t Growing…
Relative to sand production, last mile is certainly a relative bright spot at the moment. But we submit that too many… 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 »