A Career First For Us ALL… Plus, Three More Bankruptcy Bullet Points

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, and ii) simplification of cause. The time is actually now, not 4.5 months ago. And the impetus is not a simple downcycle but rather a toxic combination of cyclical, structural and black swan event forces.

Even as Lower 48 oilfield activity begins to stumble and grumble upwards off an unbelievably deep bottom, the industry is still crashing onto the hazardous rocks of a historic financial crisis.

Another sad inflection in business conditions has arrived – for the first time in ALL of our careers…

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 noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts
  • In-person member meetups hosted by the Infill Thinking team

Sign up in seconds! No credit card needed.
Thinker Plan & Analyst Plan Are Available.

Thinker Plan
• Everything we write
• Research newsletters
• Members-only forum
.
30 Days Free, Then $295 per year

Analyst Plan
• Everything we write
• Research newsletters
• Members-only forum
+ Downloadable Data & Analysis
Contact Us For Details


Original line-up of insights, not sound bites

  • Infill Thoughts 
  • Thinking Ahead 
  • Out Think 
  • Quick Thoughts
  • Think Sheets™
  • Thinking Aloud
  • Newsletters
More than just the same old news, these frequent updates provide context and analysis on the most important oilfield issues of the day. Timely yet timeless, these updates offer new angles that can’t be found anywhere else.
The focus of Thinking Ahead is the oilfield business outlook. Our data-driven analyses and trend discussions help you identify your next opportunity and optimize business outcomes. Our subject matter spans the global oilpatch.
In-depth research on hot oilfield topics. Written quarterly, the Out Think series includes segment primers, thematic explorations, and fundamental forecasts designed to help you “out think” the competition.
We don’t always break in, so when we do it’s important. Quick Thoughts email alerts provide unique perspective on the biggest breaking news, identifying implications and reading between the lines. Our focused commentary empowers you to react fast with reliable context.
Think Sheets™ are regularly updated spreadsheets containing original data-sets, models and analysis on upstream fundamentals (requires Analyst Plan). In addition to proprietary analysis, we also aggregate and organize public oilfield data-sets. Analysts are able to download the files in our growing library any time.
Our Thinking Aloud discussion forum unites industry thought leaders in conversation about important business issues, moderated by Joseph Triepke. Some of the industry’s brightest minds are joining Infill Thinking, and this is the place where they are talking about the trends of the day.
In addition to real-time and archived access on the website, we also ship our research exclusively to members in regular email newsletters. Twice weekly, quarterly and breaking alert emails will keep you thinking with us.

.

As an Infill Thinking member, you’ll receive substantial analysis of timely events, regular outlook pieces, and exclusive access to the perspective of other bona fide industry elites.

Unlike the ocean of free content out there, you won’t be subject to aggressive advertising or annoying solicitation here. We work mainly for members, not corporate sponsors. And the analysis and stories you’ll find here are written from experience with the sole purpose of helping modern O&G professionals make better decisions.

If you depend on conventional sources for oilfield business information, then your going to love the reliable new perspective your Infill Thinking membership delivers. You can read more about our membership package here or sign up below.

Join Now

Please note that all memberships auto-renew annually (we send reminders before billing and you can cancel at any time). If you are interested in ordering and managing multiple licenses, please contact us directly.