2019 was a record year for M&A deals in oilfield water. Will 2020 be able to keep up the pace? 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 …
Read More »2020 Vision: Over 1/2 The US Frac Sand Supply Base Will Be Local When The Decade Turns [Chart]
Even after covering this story daily for more than 1.5 years here at Infill Thinking, this chart is still mind-blowing to us because of both its velocity and its scale. In a New York minute, everything can change. There’s a lot more to this story… Login to see the full …
Read More »Hi-Crush Is Transforming Yet Staying The Course. Taking Apart Their Humdinger Of A News Release Piece-By-Piece [6-Part Analysis]
To say the Hi-Crush management team had a busy weekend might just be the understatement of the year. On Monday morning, the company dropped 3 press releases containing over 3,500 words. That’s 8 pages in Microsoft Word at 12 point font with single line spacing (yes we copy/pasted out of …
Read More »The Shale Supply Chain’s New(ish) Ownership Conundrum
Epic quantities of frac sand and water will fracture a lot of low permeability rock in the Lower 48 this year. This same sand and water has also fractured the US oilfield supply chain. Conventional wisdom on market segmentation and task ownership is now being challenged. The chain of custody …
Read More »A Key Difference In The Industry’s 2nd BOP Outsourcing Deal Makes It Transformative
It’s fair to say that the blow out preventer (BOP) business model is being re-shaped as we write. 10 months ago, GE and Diamond introduced a new BOP arrangement to the marketplace – one that transfers up-time responsibility to the OEM. This week, the largest BOP supplier moved to implement …
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