As E&Ps react to extreme temps in the Permian by shutting down fracs, we think through the ripple effects this will have in the oilfield marketplace… 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 …
Read More »Research Recap: Frac Supply Chain Disorder In 2021
As January has turned to February, the dual completions bottlenecks of tight sand supply and tight trucking remain hot topics in the oilfield business. At Infill Thinking, we’ve published 14 updates on the frac friction this situation has caused so far this year (well, 15 updates if you count another …
Read More »Last Mile Problems Make An Earnings Season Appearance
An thorn in the side of the frac industry that we’ve been reporting on for over a month has surfaced on an earnings call…. 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 …
Read More »Making Pneumatics Great Again? New Last Mile Equipment Demos In Texas… [exclusive]
Infill Thinking exclusive on new wellsite storage solution developments… 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 …
Read More »The Oilfield Has Its Eyes Wide Open On The Notion Of “Energy Transition” [Chart Of The Day]
Next week, Halliburton, Baker Hughes, and Schlumberger will report year-end results and host their quarterly EPS conference calls. NOV will host their call a couple weeks later. These oilfield bellwethers have been.. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Will The Sand Mines Be Ready To Meet 2021 Demand? [Chart Of The Day]
There’s already been a trucking scramble to keep up, which we’ve documented extensively in recent weeks. More recently, frac sand in inventory seems to be showing the first signs of strain as well now. Many mines have… There’s a lot more to this story… Login to see the full update… …
Read More »The Permian Sand Market Got More Interesting Over The Weekend, & Other Proppant Market Buzz…
Snow, trucking, and is there as much sand available as you thought??? We discuss all this and more with an update of the latest proppant market buzz. 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 »Watch This Potential Supply Chain Crunch, Which Threatens Post-Christmas Fracs
Anxiety is building with our contacts in the… 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 …
Read More »Last Mile Logistics As A Category [Friday Guest Post]
Wondering about how simulfrac trend factors into the last mile of the completions supply chain? We’ve got answers from an expert for you here 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 …
Read More »Boots On The Ground Frac Hauling Thoughts From A Dusty Texas Lease Road [Friday Guest Post]
We are honored to carry this very important member guest contribution from… 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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