Infill Thoughts

Boiling down everything that’s crossed our desk this week to just the following 12 items of import wasn’t easy. After the typical summer lull in news flow, it feels like folks are getting back to work in the oilfield business. School is about to start, folks are returning from summer …

Some savvy Infill Thinking members requested that we provide our Summer Survey results limited to only include E&P operator responses. It’s a good idea, and one that triggered our own intellectual curiosity. So we crunched the numbers and in the charts below, you will see……. Login to see the full …

We recently surveyed the Infill Thinking membership on the outlook for 2H19 and 2020. Our 20 survey questions addressed big picture upstream themes, frac sand, and completions trends. We’d like to extend a big thank you to the many participants who weighed in from across the upstream value chain – …

3 wrinkles in Halliburton’s earnings call commentary yesterday went underappreciated in the myriad of conference call coverage available elsewhere… Here’s three notable nuances that caught our attention. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

US land drilling has slide downward all year. While that’s likely no surprise to readers of this publication, it may be a bit surprising to some to see the unyielding slide shown in this zoomed-in look at the 2019 weekly progression in drilling activity. Login to see the full update… To …

It was a busy Monday for e-frac news, as a flurry of datapoints advancing the narrative in this new trend caught our eye. And it’s possible that buried in this flurry of news is… Login to see the full update… To read this update and receive our research newsletters, you …

An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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, …

Earlier this year, Infill Thinking predicted that the Permian frac sand workforce would peak during 2Q19. Analysis of 2Q19 actual workforce trends confirms the prediction has panned out. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

What matters most to Infill Thinking readers is what Schlumberger is doing in the US onshore market and what their view of Lower 48 OFS market conditions is at this juncture. So that’s the focus of the following five points, which we believe are the most important things Schlumberger said …

The “Summer Of Restructuring” continues in frac sand. This week, we identified a third Chapter 11 filing in the space… 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 …