Quick Thoughts

Hot on the heels of an aggressive move by trade partners in another frac sand bankruptcy case, a similar movement could be brewing in the largest bankruptcy process going in this sector… There’s a lot more to this story… Login to see the full update…  To read this update and …

There are some interesting new developments in a big frac sand bankruptcy proceedings worth noting as other companies fall into Ch. 11 proceedings… 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. …

Three quick datapoints worth flagging this morning that didn’t give us quite enough content for full-bore research updates but are notable none-the-less: 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 …

Long awaited news materializes just before the deadline… 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 …

News on the in-field sand production front could be brewing… Meanwhile a handful of crews are going back to work as the industry expects a couple dozen “fractivations” this quarter.  

Clearly, based on the following table, the PPP loan program provided a material source of capital for many smaller firms in the US oilfield at the cyclical bottom, specifically those in the often ignored frac supply chain. Good! We are happy to see that employees in this critical segment of …

Our Friday newsletter began with these words, which bear repeating in the wake of Sunday’s news: “Rather than a long, dragged-out process, the erasure of financial obligations in the US oilfield this cycle could play out expeditiously during 2H20 and early-2021, clearing the slate for… consolidation?” Chesapeake’s bankruptcy press release …

With oilfield bankruptcy and restructuring news heating up into 2H20, the industry has fallen into low-cycle restructuring mode much more expediently than in prior cycles. We take a look at some interesting correleations and discuss what it might mean going forward in this chart of the day update… There’s a …

Several weeks ago and again on Tuesday, we highlighted a group of oilfield  firms that had yet to report 1Q20 earnings. We warned towards the end of the post that some might announce restructuring along with earnings. On Thursday, several of them did just that. One of them is the …

A wellness check this week on on the key economic engines of the oilfield industry reveals some interesting trends… 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 …