Infill Thinking Lifting the O&G knowledge curve

What does the future hold for the depressed local sand market out West? We blow the dust off our crystal ball and leverage some intel from our premium data service to try to provide some context here… Login to see the full update… To read this update and receive our …

An interesting datapoint gives a new dimension to the whole boxes vs. silos debate. 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 …

Unsurprisingly, lawyers and restructuring advisors are the biggest winners in this mess. They are making out like bandits and harvesting a massive payday from the industry’s financial predicament. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

It seems like every couple days another oilfield company declares Chapter 11. Against this bankruptcy backdrop, we consider the future of oilfield services… 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 …

Finally! Rigs are going back to work here and there… 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 …

Similar to another completions player a few days ago, another sand producer has come out with some revealing financial disclosures… And this one appears to have skirted a liquidation event. Login to see the full update… To read this update and receive our research newsletters, you must be a member. …

Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. 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, …

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: 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, …

We dug and dug and dug… and we dug up some estimates… 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 …

Quick notes from yet another… 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’s what we learned from a “repeat restructuring” E&P’s latest filings… 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 …

Rig count remains under pressure, slipping AGAIN this week, down five and now threatening to move down into the 220s next week. Here are two… 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 …

In this update, we break down an obscure data set – a second order effect of the frac crash – to produce fresh insights on the depth and velocity of frac market contraction in West Texas… Login to see the full update… To read this update and receive our research …

The future of the frac supply chain’s competitive landscape is being rapidly reshaped by restructuring activity. Maintaining situational awareness in multiple fast-moving cases is key. And this week… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

While the press always has a field day with the lizard headlines, oilfield customers are paying attention to listing and habitat exposure. And so we are too! Here’s what’s happening a level deeper than the media headlines in today’s oilfield marketplace… Login to see the full update… To read this …

This week we take stock of market share evolution in the US onshore drilling business during these crazy Covid times… 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 …

Lots of analysts, ourselves included, are writing about the uptick in completions and frac crew count. But let’s be careful not to put the cart before the horse… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

We take a look at some notable comings and goings. The frac talent pool continues to play musical chairs. 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 …

Being a great analyst starts with being a great listener. So we listened… and listened… and listened some more! And here’s what we learned about frac plans… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

A great many analysts have opinions and prognostications. Forecasts for oilfield services are a dime a dozen. But who’s really listening to what your customers are saying? We are! And here’s what you should know about what they are telling investors about frac sand sourcing… Login to see the full …

A great many analysts have opinions and prognostications, which they broadcast loudly – predictions are a dime a dozen these days. Who’s really listening to what oilfield customers are saying? We are! And here’s what you should know about their oilfield water strategies… Login to see the full update… To …

What’s going on in the frac market, hhp trends, working crews, pumping hours etc etc? Read all about it here! 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 …

In this week’s rig count update, we shine a spotlight on a squishy bottom and lack of visibility in the US land rig market where two contractors took a different tone to discussing the bottom than one of their peers’ bolder statement several days earlier… Login to see the full …

Want to know what to expect for the rest of the year in the US onshore oilfield? This update is a must read… 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 …

Solaris Oilfield Infrastructure hosted their 2Q20 call on Friday morning. On the call, we…. 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 …

US Silica hosted their 2Q20 call this morning. One thing that… 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 …

Some surprising things came to light this week regarding NWS’s value (or lack thereof), railcar rejections and the general sand market in a bankruptcy hearing yesterday that was not short on fireworks… Login to see the full update… To read this update and receive our research newsletters, you must be …

On Wednesday afternoon, several newspapers (including the Dallas Morning News and Houston Chronicle) ran a public notice regarding a foreclosure sale involving a large last mile logistics firm scheduled for mid-August. Here’s our understanding of this fluid situation… Login to see the full update… To read this update and receive …

With E&P earnings heating over the next 7-10 business days, one critical thing we’ll be watching closely is how…. 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 …

Like many of the other filings in recent weeks, Rosehill was one of about 20 names on the Infill Thinking bankruptcy watchlist published in May 2020. Here’s a few things we learned in their filing… Login to see the full update… To read this update and receive our research newsletters, …

This week, we updated our WARN notice chart, tracking oilfield mass layoff activity back to 2011. We noticed that… 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 …

Not going to make a big difference in anyone’s business, but it’s good to see… 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 …

Over the past couple of days, we heard from the management teams of Patterson-UTI, Schlumberger, and Core Lab. Here’s what’s… 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 …

Several interesting things came out of a rail company’s write off and disclosures yesterday and as it pertains to the frac supply chain… 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 …

A noteworthy point of contention in a big frac sand bankruptcy came to our attention this week… 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 …

With multiple large scale frac sand producers in the relatively early stages of CH 11 bankruptcy proceedings, we spent Thursday morning combing through court records for new market datapoints. The search was fruitful… Login to see the full update… To read this update and receive our research newsletters, you must …

  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 …

Back on March 9, 2020, we wrote in the last sentence of this update: There comes a point in every oilfield cycle where things get Darwinian, and in this downcycle, that time is now. We own our mistakes, and the above point missed the mark on two fronts: i) early timing, …

It’s on! 2Q20 earnings season is underway and here is our take on the first important market commentary of the season… 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.) …

Another oilfield service name that was a presumptive IPO candidate just a couple years ago, is now bankrupt… 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 …

Lower 48 local sand capacity peaked in 4Q19. Here’s what’s happened to this supply stack since then… 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 …

Hot on the heels of an aggressive move by trade partners in another frac sand bankruptcy case, a similar movement could be brewing in the largest bankruptcy process going in this sector… Login to see the full update… To read this update and receive our research newsletters, you must be …

There are some interesting new developments in a big frac sand bankruptcy proceedings worth noting as other companies fall into Ch. 11 proceedings… 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 …

An important E&P update this week conforms with our reopening outline and reads well for both oilfield activity and oil prices… 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.) …

Three quick datapoints worth flagging this morning that didn’t give us quite enough content for full-bore research updates but are notable none-the-less: 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 …

The total US rig count hit 258 last week as the land rig count dipped below the important 250 mark to 246 rigs turning to the right. With absolute certainty, this is the lowest level in seven decades (since Truman was president). With high confidence, this is the Login to …

We believe this market color bears repeating verbatim here, and we quote: 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 …

Long awaited news materializes just before the deadline… 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 …

News on the in-field sand production front could be brewing… Meanwhile a handful of crews are going back to work as the industry expects a couple dozen “fractivations” this quarter. Login to see the full update… To read this update and receive our research newsletters, you must be a member. …

A big study was recently released finding favorably for Northern White Sand vs. in-basin sand. See what some smart completions engineers with ties to in-basin sand think here… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …