These E&Ps Haven’t Publicly Quantified 2020 Crisis Capex Cuts Yet [Budget Revision Watch List] April 30, 2020 Infill Thoughts Read More »
Oilfield Workforce Contraction Is 3x Deeper Than Last Downcycle Per This Metric [Depressing Chart Of The Day] April 29, 2020 Infill Thoughts Read More »
There Is A Bright Spot In The Gloomy Lower 48 Oilpatch [Chart Of The Day + Macro Thesis Highlights] April 27, 2020 Infill Thoughts Read More »
A Look Way Back In Time To The Good Old Days… Early-2020 [Top Ten 1Q20 Updates] April 22, 2020 Infill Thoughts Read More »
Oil May Be In The Gutter, But Gas Is Good! A Look At Bifurcating Rig Fortunes In The Crash April 20, 2020 Infill Thoughts Read More »
On The Oilfield’s Second Black Monday This Spring… One Word Comes To Mind: TEMPORARY April 20, 2020 Infill Thoughts Read More »