Quick Thoughts

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: 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 …

Frac disruption and inefficiency is on the rise as workers show symptoms or test positive for COVID-19… 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 …

It’s been 36 hours since the oil industry’s D-Day equivalent, and US E&P operators are wasting no time cutting activity… 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 …

There is one less independent wellsite storage firm operating in the Lower 48 today after a legal battle culminated in a takeover that will see the fleet change hands. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

“It’s always darkest before it goes completely black.” – Sen. John McCain We digest the implications of the market fallout and think through some things that matter for business leaders in the oilfield at its darkest hour… There’s a lot more to this story… Login to see the full update…  …

Within minutes of the transcript of the Exxon analyst day being released, we shared this summary of what’s new in the company’s Permian Basin Drilling & Completion outlook…. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

One week ago today, we quantified the reduction in force trend using 2019 headcount data from the 15 companies that had filed annual reports up to that point. Today, we’ve added another 22 companies that have released annual reports since then, and the number of jobs lost in US shale …

Here are the key bits of market intel that we picked out remarks made by three market share leaders in the wellsite storage game last week… 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 …

We take a look at WaterBridge’s acquisition history and comment on their latest deal in this update… 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 …

We did some digging after an E&P CEO’s damp sand frac patent claim last week sent a ripple through frac sand inner circles. Here is what we have uncovered… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …