Tag Archives: market trends

Data-driven market analysis of bargaining power and market share for Permian frac sand suppliers… 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 …

We’ve collected some interesting wet sand anecdotes through recent channel checks and a panel we moderated on wet sand at the Petroleum Connection’s conference conference in Houston earlier this month. Here we distill those conversations into a bullet point summary on the state of wet sand.  … There’s a lot …

This week, we are catching up on sand trends in south Texas and documenting what we have uncovered… 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 …

Chatter about potential deals is heating up… 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 …

Chatter about potential deals is heating up in two of shale’s critical path functions… 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 …

Lots of people talk about wet sand. We quantify it – mine by mine, crew by crew, operator by operator – to put some context on market penetration. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 …

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 …

If you’ve been around the pressure pumping business for a while, there’s a good chance you know today’s guest contributor. His post addresses the future of frac sand and the industry’s current struggle for sustainability in a thought-provoking way. There’s a lot more to this story… Login to see the …

What matters most to Infill Thinking readers is what Schlumberger is doing in the US onshore market and what their view of Lower 48 OFS market conditions is at this juncture. So that’s the focus of the following five points, which we believe are the most important things Schlumberger said …