Tag Archives: trends

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 …

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 …

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 …

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 …

For the first time since the disruptive local sand shift began back in 2017, the total workforce employed by the US local frac sand mining industry has… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

A quick update on some of the latest happenings and trends in the OCTG markets after a chat with our friends at Tenaris and The OCTG Situation Report… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

We had a conversation with a frac sand supplier this morning that went alot like many others we’ve had with contacts in the supply base recently… 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 …

Earlier this week we shared five talking points from our sideline conversations at the Petroleum Club’s completion supply chain conference last week. We wrap up our event coverage today with these additional points from our conversations. There’s a lot more to this story… Login to see the full update…  To …

The larger two deals of the three involve E&P operators handing off a portion of their water management operations to third-party midstream companies. This is a critically important sub-theme in water M&A, which we’ve addressed in many updates this year. Check out more analysis of each deal in this update, …

Boxes vs. pneumatics? It’s a long standing argument. Even without that competitive dynamic, it’s been tough in the sand hauling business with rates under pressure for the past 12-24 months. Here’s the latest datapoint we’ve picked up with implications for the frac sand hauling market… There’s a lot more to …