Thinking Ahead

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 …

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 …

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 …

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, …

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 …

In this update, we have added a dozen companies to the debate card we published two weeks ago and also included the relevant excerpts of their commentary. You can see the old table below. Please login or subscribe to see the new table… There’s a lot more to this story… …

Contrary to the click bait proliferating on other media platforms, US oil producers are not slashing 2017 tight oil investment programs as a result of recent crude oil price volatility. Anadarko’s US onshore investment revision, which became the poster child for so called shale budget cuts this week, is grossly misunderstood. Not only …

As the list of “haves” grows longer, now seems like a good time to ask this question: who hasn’t joined in the rush and why not? Our inverted Permian mine list may actually be more interesting at this juncture than widely known announced facilities. There’s a lot more to this story… …

Today we are kicking off a two part series addressing the trucking needs for yet-to-be-produced Permian Basin frac sand. In this installment, we have maps of the mines vs. major trucking routes to well sites. We have also recorded some thoughts on the hidden logistics challenges that no one is …

We take a look at drilling permit demand in the hottest oilfield in the world. What does it mean for what comes next? Also, our regular weekly tables and charts derived by applying a little infill thinking and elbow grease to Baker Hughes rig count data. There’s a lot more …