Infill Thoughts

Earlier this week, we outlined an 8-stage “reopening plan” for the US onshore oilfield. Since publishing our initial reopening piece early this week, we’ve encountered several more datapoints that further this narrative. Here are eight of them: Login to see the full update… To read this update and receive our …

By putting our heads together as a group, Infill Thinking members will establish an important baseline this summer for understanding the “what now” and “what next” in the new paradigm emerging for the oilfield marketplace after the worst crisis in shale’s history. Login to see the full update… To read …

Shale E&P and service are tough businesses in the best of times. Even absent any disruptive outside forces, there are always pressing technical and business problems to solve – problems that require capital and an intently focused talent pool. Since Infill Thinking’s inception nearly four years ago, we’ve covered the …

From peak to trough, last cycle’s X% rig count in South Texas decline took X months. This cycle, a X% drilling decline has played out in just X months…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …

1Q20 earnings season will go down as one of the most unusual and uncertain public company reporting periods in our lifetime. Adding to the surreal nature of withdrawn guidance and uncertain outlooks this earnings season was the fact that some oilfield management teams… Login to see the full update… To …

We estimate the active frac fleet count across the two big Texas oil plays has fallen from up near X crews in 1Q20 down to only about X active fleets today. This is now old news, but it still takes our breath away to see that in print. Obviously, nobody’s …

This update offers up a mixed bag to the many good Infill Thinking members whose economic interests lie in the oilfields of Midland, Carlsbad, Kermit, and the surrounding area. Feature image taken by the Infill Thinking team on a recent trip to gather in-basin market intel for members… Login to …

Like with most sectors of the US economy in the Covid-19 world, dealmaking has gone silent in the oilfield water sector. There are three reasons that the recent lack of transactions in this oilfield niche is especially noteworthy: … Login to see the full update… To read this update and …

On Friday, WaterBridge left $10mm on the table to walk away from an E&P water system acquisition agreed to before the oil price crash that would have cost them another $215mm. What does it mean for E&P water system divestitures? Is the deal pipeline going dry? In this climate, we …

Last week, we covered the latest legal battle in the last mile logistics market with several updates. Here are the latest new developments in the case… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …