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 to discuss our current subscription options at [email protected]. (Current …
Read More »Be Thankful I Don’t Take It All ‘Cause I’m the Taxman [Friday Guest Post]
While you fight for the survival of your business, the assessor is doing his/her job and preparing notices of property assessments. Those assessment notices will reflect the idyllic conditions back on January 1, 2020. There’s a lot more to this story… Login to see the full update… To read this …
Read More »E&Ps Are Hardstopping US Oilfield Activity [Voice Of The Industry Survey From The Past 7 Surreal Days]
Here’s what we heard during phone calls with many of our oilfield contacts over the past 7 days: 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 …
Read More »The Leading US Land Rig Contractor Reacts As The Drilling Nosedive Begins
Friday March 20, 2020 is the day the land rig count collapse began. Last Friday, rig count was down 20 units with the Permian leading the way down (-10 rigs). Here’s what the market leader said in reaction to the beginning of this unprecedented crash…. There’s a lot more to …
Read More »Tallying Up The Known Frac Crew Releases For The Public E&Ps
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 to discuss our current subscription options at [email protected]. (Current …
Read More »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 …
Read More »For The US Land Rig Count, It’s The Calm Before The 100-Year Storm [Weekly Rig Count]
The Baker Hughes US land rig count on Friday (+3) did not yet reflect the releases that operators are planning. Calm before the storm? Here’s everyone that’s disclosed plans to release rigs…. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »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…. 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 »Large US Rig Contractor Says E&P Customers Plan To Keep The US 2020 Rig Count Flat vs. 2019
In this week’s regular rig count update, we take a look at what a large rig contractor said about customer plans… 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 …
Read More »Not Dead Yet… The Beaten-Down Canadian Drilling Market Shows Signs Of Life
This week, we put a spotlight on drilling activity trends in the Canadian rig market… 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 …
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