Infill Thoughts

Putting numbers to it, the total US rig count (land and offshore) fell by 108 rigs over the last two weeks, or a 14% decrease. Here’s how this crash stacks up against 70 years of US rig count history… There’s a lot more to this story… Login to see the …

For most of the oilfield business people we know and interact with, the price of oil is noise until it isn’t. It’s one of those things that doesn’t matter until it does. And right now, it certainly does. And here’s what caught our eye in this historic week… There’s a …

We recently caught up by phone (observing social distancing) with the management team of a new entrant in the emerging mobile-mini frac sand plant market. Here’s what we learned about their plans and what they are doing differently… There’s a lot more to this story… Login to see the full …

One week ago, a 5.0 magnitude earthquake rocked the state-line area of Texas / New Mexico. The strongest in the area since 2017, it was reportedly felt by thousands as far away as Odessa. Quakes often lead to hasty and uninformed conclusions about causes involving oilfield activity. Today’s guest post …

This piece charts the capex cuts daily so far in what can only be described as a historic, no dystopian, E&P crisis response. We also discuss what happens next with capex spending and frac crew releases and the bigger picture… There’s a lot more to this story… Login to see …

  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 …

While you fight for the survival of your business, the assessor is doing his/her job and preparing notices of property assessments. Those assessment notices will reflect the idyllic conditions back on January 1, 2020. There’s a lot more to this story… Login to see the full update…  To read this …

Here’s what we heard during phone calls with many of our oilfield contacts over the past 7 days: 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 …

Friday March 20, 2020 is the day the land rig count collapse began. Last Friday, rig count was down 20 units with the Permian leading the way down (-10 rigs). Here’s what the market leader said in reaction to the beginning of this unprecedented crash…. There’s a lot more to …

  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 …