There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at [email protected]. (Current …
Read More »Infill Thoughts
Only 30 More Rigs Left To Idle Until We Hit Rock Bottom?
Where is the rig count going to strike bottom and how high will it go in the next cycle? We discuss this and other key issues in land drilling with the insight of the top land rig CEO There’s a lot more to this story… Login to see the full …
Read More »Hidden Disruptions Plague A Beleaguered Oilfield And Will Be A Bad Hangover In The Recovery
We recently published data showing how the upstream industry’s conversation on critical structural issues has been interrupted by the immediacy of a dual-threat crisis (pandemic + oil price crash). In reality, that data is just the tip of the iceberg… There’s a lot more to this story… Login to see …
Read More »Surviving Together [Friday Guest Post]
Eric Barton probably needs no introduction among Infill Thinking’s readership. He is a well-known frac sand sourcing veteran who has spent close to a decade in supply chain and procurement roles for publicly traded E&P operators. Eric was one of the early pioneers of the now widespread direct sourcing strategy, …
Read More »Market Share For The Biggest Land Drillers Before And After The Crash
What happens to land rig contractor market share when the rig count gets demolished? These visuals explain the company-by-company fallout. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are …
Read More »Oilfield Insiders Think Beyond The Bottom Part II [Voice Of The Industry]
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… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »The “Nowhere To Go But Up” Survey Results Are In!
We are excited today to share the results of our well-attended industry marketplace survey… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your …
Read More »Marcellus Drilling & Completion Trend Spotlight [Appalachian Chartbook]
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… There’s …
Read More »Oilfield Insiders Think Beyond The Bottom [Exclusive Voice Of The Industry Update]
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… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »More Good News. Further Evidence Supporting The Case For Bottoming And Reopening In The US Oilfield
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: There’s a lot more to this story… Login to see the full update… …
Read More »