Latest Thoughts

Parked. An Estimation Of W TX Frac Crew Decimation

How bad is the frac drought getting out in the Permian Basin? We discuss… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis …

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Paycheck Protection In The Oilfield [Chart Of The Day]

The US government has approved two rounds of “Paycheck Protection Program” (PPP) funding totaling nearly $700bn. The program offers partially forgivable loans of up to $10mm for companies with 500 or less employees. The funds are trickling into the oilfield, and rightly so. Here’s a look at the energy companies …

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US Rig Count Registers Steepest 3-Week Decline Ever

The US rig count is down 170 units in three weeks. On a percentage basis, (-22%) that is the… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get …

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With The Rig Count Now In Free-Fall, Here Is Some Downcycle Context

  Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only find here No advertisements, no …

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Infill Thinking Offers Relief To Laid-off Members

Unfortunately, thousands of extremely talented and dedicated oilfield business people are being let go right now through no fault of their own. So this week, Infill Thinking will begin offering 90-days free access to any oilfield business people let go from their position in these uncertain times. By offering furloughed …

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Tallying Up The Known Frac Crew Releases For The Public E&Ps

  Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only find here No advertisements, no …

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Insuring The Frac Supply Chain’s Last Mile In A World Of Nuclear Verdicts And Vicarious Liability [Friday Guest Post]

Earlier this week, another trucking company’s nuclear verdict made headlines, this one outside of the frac sand hauling industry but notable none-the-less. While definitions can vary, a “nuclear verdict” is generally thought of as a jury award where the penalty exceeds $10 million. Nuclear verdicts have driven insurance premiums for …

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Flu Fear On The Frac Site

If this virus can can shut down Major League Baseball and Disney Land, why should we expect that frac sites will be any different and stay open as virus reaction spreads? If this virus can empty dormitories because of spreading risk in close quarters, what about man camps? Here’s what …

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