10 quick (but notable) items worth of Infill Thinking members’ attention today… 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 are new to Infill Thinking, or your membership has …
Read More »Friday Follow Up: Course-Correcting Our Recent Report On SCOTUS Ruling
Some quick follow-up thoughts / corrections to a datapoint we discussed earlier this week… 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 are new to Infill Thinking, or your …
Read More »In Other News… Frac Sand Rebrand, 2 Shale IPOs, Protest Convoy In The Dunes, Regulatory Power Drain, Beryl, New Name In Pile Game, & More…
10 quick (but notable) items worth of Infill Thinking members’ attention today… 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 are new to Infill Thinking, or your membership has …
Read More »In Other News… H2O M&A, Werewolves 🤝 Scorpions, Aqua Prop Reaction, WTX AI Data Centers, & more…
7 quick (but notable) items worth of Infill Thinking members’ attention today… 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 are new to Infill Thinking, or your membership has …
Read More »In Other News… People Moves, Ft Worth Topics, A New Pile, Sand Contract Nugget, 4-Mile Sand Placement, & More…
7 quick (but big) items caught our attention in the frac supply chain this week… 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 are new to Infill Thinking, or …
Read More »More Direct Sourcing Debate Reaction – Historical Context & A New Angle To Consider In Frac Procurement Models
Since the Liberty / Schlumberger transaction was announced, the direct sourcing trend has become a hot topic again. I don’t know about you, but it’s nice to be talking about something other than bankruptcy and downturn trends again! Unbundling in the completions supply chain has gone mainstream over the past …
Read More »A Big Pumper Has Spoken For More Frac Sand Than Needed Next Year
The rapidly shifting sand in the proppant markets will put consumer term contract exposure under the microscope in the months ahead. For pressure pumpers and E&Ps this contract exposure could become a big deal over the next 3-6 months. We discuss… There’s a lot more to this story… Login to …
Read More »8 New Questions To Ponder While Standing In The Shifting Sands
The questions being asked around the frac sand market water cooler are changing in tone from “what if oversupply happens” to “what happens after oversupply.” This is not a subtle change and it has implications for many more market participants than simply the sellers. And the tone shift is happening startlingly fast. …
Read More »In Offshore Drilling, Financial Restructuring Quietly Chugs Along As Noble And Shell Arrive At New Terms
Even when offshore drillers aren’t tapping the capital markets for debt or equity, financial restructuring is quietly continuing behind the scenes. Contractual terms continue to be renegotiated with customers, and price concessions are still being given. Literally hundreds of multi-year contracts that were in effect this time two years ago have …
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