Similar to another completions player a few days ago, another sand producer has come out with some revealing financial disclosures… And this one appears to have skirted a liquidation event. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
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We dug and dug and dug… and we dug up some estimates… 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 …
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The fine print in the latest frac sand bankruptcy filing is a cautionary tale of hidden frac sand inventory that could weigh on the market when bid activity picks up… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
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It’d be better for the industry to see equipment scrapped than fire sold. When the market does turn, vulture investors will be able to bid very aggressively to get jobs with the equipment they are buying for pennies on the dollar today… There’s a lot more to this story… Login …
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Infill Thinking Lifting the O&G knowledge curve
