Infill Thoughts

By the time 3Q19 earnings season got underway in late-October, O&G industry executives and investors had had plenty of time to digest this little bombshell that Elizabeth Warren dropped in September. Elizabeth Warren on Twitter On my first day as president, I will sign an executive order that puts a …

We’ve complied a set of questions that are critical to determining the oilfield outlook for 2020. For any active Infill Thinking reader that completes this important survey, we will provide some pretty compelling benefits including…. Login to see the full update… To read this update and receive our research newsletters, …

While logging rig count activity trends, we take a look at the latest outlook from a leading contractor… 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 …

As the old adage and Metallica song go: misery loves company. With the US land rig count continuing to spiral downwards, it might be constructive for US contractors to commiserate with their Canadian compatriots. Login to see the full update… To read this update and receive our research newsletters, you …

We listened to four public frac sand company conference calls last week. Here are the polished market intel points that we screened out from the raw feedstock of these calls. Feature image: Stack Sizer® wet sizing frac sand, courtesy of Derrick Corporation Login to see the full update… To read …

Scrapping is a tough but necessary step to set the pressure pumping industry up for a return to health. It’s a key hurdle to making frac investable again. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

This E&P company is one of those operators that has been actively (and publicly) evaluating strategic alternatives for their water business for much of the year. We wrote about their thinking on the process in May 2019 and again last month. This week we got the latest on management’s thinking …

Taking a high-level look at upstream activity through the latest in rig count trends throughout the Lower-48. 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 …

Today we take a closer look at a costly misstep in the O&G industry’s effort to figure out oilfield water handling solutions as water midstream rapidly evolves… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

In this update, we’ve carefully curated eight notable frac sand market datapoints, most of which came to light in the past seven days. These are mostly skimmed from… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …