Latest Thoughts

With The Rig Count Now In Free-Fall, Here Is Some Downcycle Context

  Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only find here No advertisements, no …

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Infill Thinking Offers Relief To Laid-off Members

Unfortunately, thousands of extremely talented and dedicated oilfield business people are being let go right now through no fault of their own. So this week, Infill Thinking will begin offering 90-days free access to any oilfield business people let go from their position in these uncertain times. By offering furloughed …

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Tallying Up The Known Frac Crew Releases For The Public E&Ps

  Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only find here No advertisements, no …

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Insuring The Frac Supply Chain’s Last Mile In A World Of Nuclear Verdicts And Vicarious Liability [Friday Guest Post]

Earlier this week, another trucking company’s nuclear verdict made headlines, this one outside of the frac sand hauling industry but notable none-the-less. While definitions can vary, a “nuclear verdict” is generally thought of as a jury award where the penalty exceeds $10 million. Nuclear verdicts have driven insurance premiums for …

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Flu Fear On The Frac Site

If this virus can can shut down Major League Baseball and Disney Land, why should we expect that frac sites will be any different and stay open as virus reaction spreads? If this virus can empty dormitories because of spreading risk in close quarters, what about man camps? Here’s what …

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Corona On Our Minds [Friday Guest Post]

Guest Contributor Introduction From Joseph Triepke: Today’s guest post has been three years in the making. Allow me to explain…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members …

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8 Frac People On The Move

We take a look at some notable comings and goings. The frac talent pool continues to play musical chairs. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get …

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What’s New On 6 E&P Water System Sale Processes, Plus A Handful Of Other Oilfield Water Market Datapoints

From the datapoint deluge this week, we’ve extracted these critical pieces of oilfield water market intelligence. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters …

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US Oilfield RIF Tally Mounts [Chart Of The Day]

One week ago today, we quantified the reduction in force trend using 2019 headcount data from the 15 companies that had filed annual reports up to that point. Today, we’ve added another 22 companies that have released annual reports since then, and the number of jobs lost in US shale …

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