Quick Thoughts

Here are the E&Ps that have publicly announced cuts in the wake of the Sunday, March 8, oil market collapse…. 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 …

This morning comes official news of the first in-basin Permian sand mine closure since Black Monday. This may be the first official Permian closure in the pandemic era, but it a) won’t be the last and b) might not be the actual first. Here’s what we are watching as the frac sand demand destruction situation …

A desperate bid by two Permian operators to put a floor under the price of oil and stabilize and save the US E&P industry… 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 …

We track Xmmtpa of frac sand production capacity online in the MidCon today. We now believe that frac sand demand could sink south of Xmmtpa on an annual run rate as mid-year approaches. Here’s how local plants are reacting… There’s a lot more to this story… Login to see the …

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, …