Infill Thinking Lifting the O&G knowledge curve
Heard Around The Field: Sand & Pumping Pricing Trends, Crew Releases, Write-offs & Lay-offs, Shut-ins & Storage, Etc.
Latest Thoughts
A Fiery Response To Frac Sand Insolvency Lawsuit [Read The Letter]
Last Mile Logistics Contractor Challenges A Public Frac Sand Producer’s Solvency In Court After Non-Payment
Preparing For The Next DUC Hunting Season By Dissecting The 50% Drilling Decline Across The Permian
Shape Shifting – What A Difference 10 Days Makes For The WTI Curve [Chart Of The Day]
Here Are The Latest Minimum Crew Counts By Company As We Follow The Frac Fleet To The Bottom
Frac ‘Til May Then Go Away? E&P Budget Exhaustion Comes Early This Year
Monday’s Trio Of E&P Shutdown Reports Would Be Shocking If We Weren’t Already So Desensitized To The Violence
US Rig Count Is Cut In Half Already. How Low Can It Go? Here’s A Stab At Answering That…
Sometimes A Picture Is Worth A Thousand Words… Or A Million Horsepower
7 Things Worth Knowing From US Silica’s Frac Sand Market Outlook
Market Intel Takeaways From The Solaris Conference Call As Wellsite Storage Systems Stack Up [Live Blog Complete + Photos From The Field]
What Would Texas Oil Proration Look Like? A $1,000 Fine Per Barrel For Non-Compliance Is Part Of It…
These E&Ps Haven’t Publicly Quantified 2020 Crisis Capex Cuts Yet [Budget Revision Watch List]
Oilfield Workforce Contraction Is 3x Deeper Than Last Downcycle Per This Metric [Depressing Chart Of The Day]
Parked. An Estimation Of W TX Frac Crew Decimation
No Skid Marks – Straight Down And To The Right
There Is A Bright Spot In The Gloomy Lower 48 Oilpatch [Chart Of The Day + Macro Thesis Highlights]
Paycheck Protection In The Oilfield [Chart Of The Day]
Even Blenders Are Working Remotely These Days… [This Week’s OFS Conference Call Takeaways]
Forget Frac. EVERYONE Is Talking Storage & Shut-ins
A Look Way Back In Time To The Good Old Days… Early-2020 [Top Ten 1Q20 Updates]
As Bad As Paper Oil Prices Got On Monday, The Real Spot Bid Got Worse [Chart Of The Day]
Oil May Be In The Gutter, But Gas Is Good! A Look At Bifurcating Rig Fortunes In The Crash
Halliburton Will Not Chase Market Share In The Frac Crash [Live Analysis Of Big Red’s Latest Thinking On The Lower 48]
On The Oilfield’s Second Black Monday This Spring… One Word Comes To Mind: TEMPORARY
Schlumberger Estimates 100+ US Frac Crews Will Still Be Active At The Bottom [Live Blog Complete]
A Deep Dive (& Some Fun) With The Historic Hearing On Texas Oil Cuts [Summary Of 9-Hour Testimony]
Paper Trades Make Oil Prices Look Better Than They Are In The Physical Market… [Chart Of The Day]
A 2nd Round Of Negative Revisions Well Underway As E&P Spending Cuts Now Top $25 Billion [Real-Time NAM E&P Capex Budget Monitor]
Permian In-Basin Frac Sand Mine Closures Officially Begin. Here’s Who To Watch In The Next Wave Of Local Sand Capacity Reduction
Turbulent Waters: A Commercial Landscape Update For Water Midstream
Oilfield Hiring Is Frozen With One Exception… [Chartbook]
Covia And Baker Hughes Join Ballooning List Of OFS Spending Cuts [Real-Time OFS Crisis Response Tracker]
Imagining The Unimaginable – Here Are Our Rock Bottom Targets For The 2020 US Oilfield
US Rig Count Registers Steepest 3-Week Decline Ever
Wet Sand Direct To Blender Might Be Music To Our Fracing Ears [Guest Post]
Last Time The US Rig Count Fell This Much In Two Weeks, Richard Nixon Was President
When We Make It To The Other Side… The Top 10 Debates For When The NAM Oilfield Bottoms
A Watershed Moment For The Oil Market – Quick Thoughts & A Recap Of This Week’s Historic Developments
Wherever Frac May Roam… Meet Nomad, A New Entrant In The Emerging Mobile Mini Frac Sand Category
A Seismic Investigation Of Last Week’s 5.0 Magnitude Permian Earthquake [Guest Post]
A Dystopian 2020 US Oilfield. Day-By-Day E&P Budget Cuts & A Look Ahead… [Chart Of The Day]
Two Permian E&Ps Call On TX RRC To Limit Oil Production While Echoing Infill Thinking’s Sub-$10 WTI Prediction
MidCon Local Frac Sand Capacity Is Contracting Rapidly [Exclusive]
With The Rig Count Now In Free-Fall, Here Is Some Downcycle Context
Is $20-$25/bbl WTI Just A Waypoint On The Journey To $10/bbl Or Lower? [US O&G Worst Case Scenario Thought Piece]
Be Thankful I Don’t Take It All ‘Cause I’m the Taxman [Friday Guest Post]
COVID-19 Blamed For Work Stoppages At Several Frac Jobs This Week [Exclusive]
Infill Thinking Offers Relief To Laid-off Members
