In our previous newsletter, we warned members about imminent management changes at a leading frac sand firm. Today, you’re going to get the rest of the story… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Hi-Crush’s CFO Goes Her Separate Ways
Hi-Crush unexpectedly press released the departure of CFO Laura Fulton this morning. In many ways, Laura has been… 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 …
Read More »Black Mountain’s C-Suite Change Isn’t A Knee-Jerk Move Like The Rumor Mill Suggests
Draconian chatter has been circulating lately in frac sand’s inner circles about leadership changes at Black Mountain Sand recently. On good authority, we believe the rumored drama is overstated. After the company’s board meeting this Thursday, we… There’s a lot more to this story… Login to see the full update… …
Read More »Interim Covia CEO “Won’t Be A Caretaker” – Meanwhile A HUGE Contract Buyout, Pricing, & Last Mile Talk…
Big changes at the biggest sand company in the US. 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 expired, please …
Read More »People On The Move: A Notable Completions Supply Chain Hire & A Second Order Disruptive Threat From Direct Sourcing
In this update, we shine a spotlight on the latest high profile “talent swing” in the completions supply chain. 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 …
Read More »Big And Unexpected Management Changes At Solaris
More details to follow… 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 expired, please email us to discuss our current …
Read More »Fixer Upper Star Mark McCollum Unveils The Specifics Of Weatherford’s Renovation
Last quarter, Mark was just getting his footing and undertaking a strategic review of the organization he inherited. This quarter, he got much more specific on what the Weatherford of the future will look like. Mark’s plan is more than a fresh coat of paint and new granite counter-tops. It’s …
Read More »EOG Picked A Good One. Why Isn’t The Shale Industry Doing More Of This?
We provide experience-based insight on EOG’s latest corporate strategy move and break down how peers compare. We also discuss how this fits into current trends and why it makes sense in the new shale paradigm. There’s a lot more to this story… Login to see the full update… To read …
Read More »Does Halliburton’s New CEO Explain How Weatherford Got Theirs?
On Wednesday this week, Halliburton announced that COO Jeff Miller will replace outgoing CEO Dave Lesar. In early March, Weatherford announced the hiring of then Halliburton CFO Mark McCollum as their new CEO. These two announcements may be more related than first meets the eye. There’s a lot more to …
Read More »Shale Executive Sentiment Index Surges Up To Levels Last Seen At $100 Oil
Two years into the downturn and at oil prices just half of prior highs, the US tight oil industry has begun to stage a recovery. We’ve all seen this new optimism in the tangible data. Rig count, capex, headcount, frac utilization – these are just a few of the US …
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