Tag Archives: trends

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 …

Some savvy Infill Thinking members requested that we provide our Summer Survey results limited to only include E&P operator responses. It’s a good idea, and one that triggered our own intellectual curiosity. So we crunched the numbers and in the charts below, you will see……. There’s a lot more to …

We recently surveyed the Infill Thinking membership on the outlook for 2H19 and 2020. Our 20 survey questions addressed big picture upstream themes, frac sand, and completions trends. We’d like to extend a big thank you to the many participants who weighed in from across the upstream value chain – …

On Monday, Halliburton was the second oilfield service company to host a conference call so far during the early days of 1Q19 earnings season. Here’s what you need to know from the call if you work in the US completions supply chain. There’s a lot more to this story… Login …