Last week, we asked readers to answer 13 questions about the outlook for 2018. The focus of our survey was key trends and themes in the US onshore business. Participation was strong, with a diverse mix of respondents – all of whom are well informed on Lower 48 trends. In …
Read More »Thinking Ahead
Hiccups And Startups – The Very Latest On The First Nine Permian Basin Frac Sand Mines
Three Permian Basin mines are producing frac sand today. Over the next four months, six more plants are planned to begin commercial production in the Basin. Will all go according to plan? And who will win the race to be the next plant online? We have field-level updates on all …
Read More »Taking The Oilfield’s Temperature On 2018 [Call For Survey Responses]
We poll subscribers on key questions about the 2018 oilfield service outlook. Our Q&A will reveal consensus among some of the industry’s smartest minds about 2018 trends, themes, and debates. To participate and view the results, please login or subscribe. At Infill Thinking, we are very aware of what our …
Read More »Establishing A 2018 Tight Oil E&P Capex Growth Floor? The Most Budget Conscious E&P Set A 16% 2018 Increase Vs. Prior 2017 Plan
Anadarko’s 2018 capital spending program was released Thursday morning. It is one of the first detailed 2018 E&P budgets to be released this budget season. Given their focus on discipline and returns and leadership in crafting a sustainable framework for developing tight oil, Anadarko’s E&P capex budget should help establish …
Read More »Tailwinds Form Behind 2018 E&P Capex Budgets
The following brief analytical editorial was excerpted from our twice-weekly newsletter on Tuesday October 31, 2017. 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 …
Read More »3Q17 Oilfield Earnings Season Cram Session
Over the next three weeks, 86 oilfield companies we monitor will host conference calls to discuss results and outlook. We’ve got a cool sector timeline plus heatmap to help you know when to tune in to hear from sectors you care about. We also share an easy to digest list …
Read More »New Discussion: If Risks Hypothetically Derail In-Basin Sand Supply, Will Permian Transload Capacity Be Enough?
There is a new discussion topic over in our members-only discussion forum today. Click here to read the full thread and discuss In it we ponder whether enough Permian transload capacity is in place to service demand growth if in-basin frac sand mines fall short of expectations. Understandably, investment appetite …
Read More »Oilfield Reaction To The Looming ELD Regulations
On Monday morning this week, we sent out an email survey to a select group of industry insiders who subscribe to Infill Thinking. We asked these folks to provide feedback anonymously on the risk to oilfield activity posed by phase-in of electronic logging device regs this December. We got some insightful …
Read More »Will “Rolling Protests” Go Viral Like NFL Kneeling And Delay ELD Regulation?
A new protest has begun in the trucking community. It is starting small, but it is highly visible and could spread fast to the national stage. It has big implications for the oilfield. If the movement continues to grow, it could be a near-term negative for US onshore activity levels, …
Read More »In Harvey’s Wake We Find More Upstream Onshore Questions Than Answers
In the wake of Hurricane Harvey’s catastrophic impact on Gulf Coast communities and enterprise, attention now turns to recovery timetables and rebuilding. At this point, quantifying the upstream onshore impact is still an exercise in speculation. So in this update, we share detailed questions folks who want to understand the …
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