Since the Liberty / Schlumberger transaction was announced, the direct sourcing trend has become a hot topic again. I don’t know about you, but it’s nice to be talking about something other than bankruptcy and downturn trends again! Unbundling in the completions supply chain has gone mainstream over the past …
Read More »End Of Week Roundup: Flaring Crackdown Risk, Will Laredo Sell H2O System? Sand Unbundling & Use Spike, RIFs, EIA Forecast Fade, & A Little Friday Humor…
In addition to the other research we’ve posted this week, here’s an assortment of interesting odds and ends that crossed our desk and will be of interest to Infill Thinking members… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »More Panel Hot Takes From The Petroleum Connection Conference Last Week
An update earlier this week summarized some key quotes from the panels on in-basin and northern white sand at the largest completions supply chain event of the year. In this update are similar recaps of some of the more poignant statements from two other panels at the event… There’s a …
Read More »A Thematic Recap Of Infill Thinking’s 2Q19 Oilfield Market Research
Here with the third quarter of 2019 only about a week old, we are pausing to take a look back at 10 key themes that threaded through our research over the past 3 months. 1. Infill Thinking’s Oilfield Water Coverage Reached Critical Mass. While continuing to devote plenty of research …
Read More »The Case Against Re-Bundling Final Mile [Guest Post]
“You might be surprised, but some of the most successful E&Ps to truly direct source final mile sand, trucking, and storage are the small to midsized E&Ps,” writes today’s guest author. Then he explains why as well as a big mistake he thinks some folks in the market are making …
Read More »Of Sand & Water. 10 Key Themes In Infill Thinking’s 1Q19 Research Stream
2019 got off to a shaky start in the US onshore oilfield service business (largely due to macro volatility into year end). But as 1Q played out and WTI rallied, sentiment and completions activity indicators improved. Here with the second quarter only about a week old, we are pausing to …
Read More »Another Day, Another New Chesapeake Vendor
They’re coming in so fast that it’s hard to keep up… don’t worry, we’ve got it documented, mapped, broken down, and analyzed for you here. 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 »Transition Timeline: The Birth Of An Unbundled E&P Showers Sand Firms With Contracts
If you pay close attention to the sand and logistics space, then you have probably noticed that lots of specialized firms are press releasing contracts with one particular operator lately. Why? How? What’s next? If you are wondering, you oughta read this. There’s a lot more to this story… Login …
Read More »Direct Sourcing From An Operator’s Perspective [Guest Post]
Guest Contributor Introduction From Joseph Triepke: Kicking off our Fridays In December 2018 guest post series is Jessica Barton, an E&P sourcing specialist with nearly a decade of supply chain management experience for leading operators in US shale. Jessica is currently the category manager for proppant and last mile logistics …
Read More »Northern White Sand Contracted For The Permian Is Being Rerouted To The Bakken At Customer Request
In this update, check out what’s new in the narrative of frac sand’s transition to a local supply base. 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 …
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