This week, Infill Thinking attended and participated in the frac sand industry conference hosted by the Petroleum Connection. With a strong agenda, the conference attracted 150 attendees including some of the industry’s biggest executives. In this update, we are sharing some of our takeaways that confirm well established trends and consensus …
Read More »Operators Overheard Getting Grilled About Service Cost Inflation In Vail Last Week
In Vail Colorado last week, Credit Suisse hosted most of the publicly traded upstream industry for the firm’s annual energy summit. Between runs down the slopes, oilfield C-suites talked 2017 prospects with their investors. While service companies were in the next room over talking excitedly about raising prices, E&P management teams …
Read More »Here Come The Guidance Raises In Oilfield Services
In an interim update posted this morning, oilfield chemical supplier Flotek positively revised its outlook to account for a more constructive US drilling and completions market as 2016 winds down. Last week we wrote about how the consensus 4Q slump is a no show this year. Flotek’s announcement provides confirmation and …
Read More »