Infill Thoughts

Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about their expectations after the worst downturn in shale’s history… Login to see the full update… To read this update and receive our research newsletters, you must be a …

We are excited today to share the results of our well-attended industry marketplace survey… 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 …

There’s been a lot of focus on the Lower 48 natural gas plays as a source of relatively strong oilfield service demand in the oil crisis. This week, we took a data-driven look at a variety of activity metrics in the play – a “wellness check” if you will… Login …

Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about their expectations after the worst downturn in shale’s history… Login to see the full update… To read this update and receive our research newsletters, you must be a …

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 …