business Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Tue, 24 May 2022 13:58:32 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png business Archives - Infill Thinking https://www.infillthinking.com 32 32 Hidden Disruptions Plague A Beleaguered Oilfield And Will Be A Bad Hangover In The Recovery https://www.infillthinking.com/infill-thoughts/hidden-disruptions-plague-a-beleaguered-oilfield-and-will-be-a-bad-hangover-in-the-recovery/ https://www.infillthinking.com/infill-thoughts/hidden-disruptions-plague-a-beleaguered-oilfield-and-will-be-a-bad-hangover-in-the-recovery/#respond Mon, 22 Jun 2020 19:45:19 +0000 http://www.infillthinking.com/?p=29362 We recently published data showing how the upstream industry’s conversation on critical structural issues has been interrupted by the immediacy of a dual-threat crisis (pandemic + oil price crash). In reality, that data is just the tip of the iceberg… There’s a lot more to this story… Login to see the full update…  To read …

The post Hidden Disruptions Plague A Beleaguered Oilfield And Will Be A Bad Hangover In The Recovery appeared first on Infill Thinking.

]]>
We recently published data showing how the upstream industry’s conversation on critical structural issues has been interrupted by the immediacy of a dual-threat crisis (pandemic + oil price crash). In reality, that data is just the tip of the iceberg…

There’s a lot more to this story…

Login to see the full update… 

To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground 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

Contact us to learn about signing up! hello@infillthinking.com

The post Hidden Disruptions Plague A Beleaguered Oilfield And Will Be A Bad Hangover In The Recovery appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/hidden-disruptions-plague-a-beleaguered-oilfield-and-will-be-a-bad-hangover-in-the-recovery/feed/ 0
Schlumberger Doubles Down On North America, Absorbs Weatherford’s Frac Horsepower https://www.infillthinking.com/infill-thoughts/schlumberger-doubles-north-america-absorbs-weatherfords-frac-horsepower/ https://www.infillthinking.com/infill-thoughts/schlumberger-doubles-north-america-absorbs-weatherfords-frac-horsepower/#respond Sun, 26 Mar 2017 17:40:55 +0000 https://www.infillthinking.com/?p=6133 Friday was a potentially transformative day for the US frac business. Not to be outdone by Halliburton’s big news Friday morning, Schlumberger and Weatherford dropped their own bombshell Friday evening. Schlumberger and Weatherford are combining their hydraulic fracturing businesses into a OneStim JV, which will be 70% owned by Schlumberger. In this update, we go …

The post Schlumberger Doubles Down On North America, Absorbs Weatherford’s Frac Horsepower appeared first on Infill Thinking.

]]>
Friday was a potentially transformative day for the US frac business.

Not to be outdone by Halliburton’s big news Friday morning, Schlumberger and Weatherford dropped their own bombshell Friday evening.

Schlumberger and Weatherford are combining their hydraulic fracturing businesses into a OneStim JV, which will be 70% owned by Schlumberger.

In this update, we go far beyond the press release, breaking down the deal into what it actually means for the rest of the marketplace and giving you details on where the new frac business will rank in the US marketplace.

There’s a lot more to this story…

Login to see the full update… 

To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground 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

Contact us to learn about signing up! hello@infillthinking.com

The post Schlumberger Doubles Down On North America, Absorbs Weatherford’s Frac Horsepower appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/schlumberger-doubles-north-america-absorbs-weatherfords-frac-horsepower/feed/ 0
It Might Not Feel Like It, But Operators Are Still Winning As Land Rig Dayrates Rise https://www.infillthinking.com/infill-thoughts/might-not-feel-like-operators-still-winning-land-rig-dayrates-rise/ https://www.infillthinking.com/infill-thoughts/might-not-feel-like-operators-still-winning-land-rig-dayrates-rise/#respond Tue, 21 Feb 2017 15:38:09 +0000 https://www.infillthinking.com/?p=5161 ConocoPhillips is baffled by recent dayrate hikes by the US land drillers. And they aren’t the only operators that feel this way  we take a look at what ConocoPhillips’ CEO had to say about it and explore why the operators shouldn’t feel too bad about a few grand a day here and there. There’s a …

The post It Might Not Feel Like It, But Operators Are Still Winning As Land Rig Dayrates Rise appeared first on Infill Thinking.

]]>

ConocoPhillips is baffled by recent dayrate hikes by the US land drillers. And they aren’t the only operators that feel this way  we take a look at what ConocoPhillips’ CEO had to say about it and explore why the operators shouldn’t feel too bad about a few grand a day here and there.

There’s a lot more to this story…

Login to see the full update… 

To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground 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

Contact us to learn about signing up! hello@infillthinking.com

Feature image credit: Instagram user @johnq13

The post It Might Not Feel Like It, But Operators Are Still Winning As Land Rig Dayrates Rise appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/might-not-feel-like-operators-still-winning-land-rig-dayrates-rise/feed/ 0
Bifurcated Permian Basin Growth Will Set Off Redundant Construction Booms https://www.infillthinking.com/infill-thoughts/bifurcated-permian-basin-growth-will-set-off-redundant-construction-booms/ https://www.infillthinking.com/infill-thoughts/bifurcated-permian-basin-growth-will-set-off-redundant-construction-booms/#respond Mon, 06 Feb 2017 20:57:12 +0000 https://www.infillthinking.com/?p=4740 We are all talking about the Permian Basin a ton these days. But is this too general now? As the entire industry descends on the region, it has bifurcated into two distinct geo-markets from a surface perspective… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

The post Bifurcated Permian Basin Growth Will Set Off Redundant Construction Booms appeared first on Infill Thinking.

]]>
We are all talking about the Permian Basin a ton these days. But is this too general now? As the entire industry descends on the region, it has bifurcated into two distinct geo-markets from a surface perspective…

There’s a lot more to this story…

Login to see the full update… 

To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground 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

Contact us to learn about signing up! hello@infillthinking.com

The post Bifurcated Permian Basin Growth Will Set Off Redundant Construction Booms appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/bifurcated-permian-basin-growth-will-set-off-redundant-construction-booms/feed/ 0
Reports From Big Sand Are Still A Few Weeks Out, So Here Are Three Datapoints To Tide You Over https://www.infillthinking.com/infill-thoughts/reports-big-sand-still-weeks-heres-three-datapoints-tide/ https://www.infillthinking.com/infill-thoughts/reports-big-sand-still-weeks-heres-three-datapoints-tide/#respond Thu, 26 Jan 2017 20:06:51 +0000 https://www.infillthinking.com/?p=4436 The big public frac sand suppliers (companies like Hi-Crush, US Silica, Fairmount Santrol, and Smart Sand) will be closely watched when they report earnings this quarter. Expectations for increased proppant demand are high as the US shale industry gets back to work. But Big Sand won’t be talking about their own 2017 outlooks for several more …

The post Reports From Big Sand Are Still A Few Weeks Out, So Here Are Three Datapoints To Tide You Over appeared first on Infill Thinking.

]]>
The big public frac sand suppliers (companies like Hi-Crush, US Silica, Fairmount Santrol, and Smart Sand) will be closely watched when they report earnings this quarter. Expectations for increased proppant demand are high as the US shale industry gets back to work.

But Big Sand won’t be talking about their own 2017 outlooks for several more weeks. They haven’t even scheduled earnings calls yet.

While you wait, take out a free trial and check out three positive datapoints from Small Sand and analysts that are worth noting this week. Sign up below to unlock the full story…

There’s a lot more to this story…

Login to see the full update… 

To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground 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

Contact us to learn about signing up! hello@infillthinking.com

The post Reports From Big Sand Are Still A Few Weeks Out, So Here Are Three Datapoints To Tide You Over appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/reports-big-sand-still-weeks-heres-three-datapoints-tide/feed/ 0
It’s A Good But Tricky Place In The Cycle For Oilfield Service Pricing https://www.infillthinking.com/infill-thoughts/good-tricky-place-cycle-oilfield-service-pricing/ https://www.infillthinking.com/infill-thoughts/good-tricky-place-cycle-oilfield-service-pricing/#respond Mon, 23 Jan 2017 20:59:09 +0000 https://www.infillthinking.com/?p=4357 Oilfield service pricing moving higher cyclically is a good thing for all our readers (including operators, for current pricing is unsustainable and will destroy capacity in the long run). That said, we stand at a tricky juncture in the cycle for oilfield service company decision makers trying to reset their prices. The situation is made …

The post It’s A Good But Tricky Place In The Cycle For Oilfield Service Pricing appeared first on Infill Thinking.

]]>
Oilfield service pricing moving higher cyclically is a good thing for all our readers (including operators, for current pricing is unsustainable and will destroy capacity in the long run).

That said, we stand at a tricky juncture in the cycle for oilfield service company decision makers trying to reset their prices. The situation is made delicate by the combination of two essential facts in oilfield reality today:

  1. Virtually every OFS company is starting to raise their prices, which is a catalyst for operators to price shop their work.
  2. The basis from which each contractor is increasing their prices varies widely from company to company. This can create dislocations in market share as prices move.

Essentially, pricing dispersion as the industry reverts to the mean creates an inefficient market that operators can take advantage of by moving their business around.

In this update, we provide a visual to help readers understand the oil service price spectrum and provide some food for thought for decision makers grappling with re-pricing their services.

There’s a lot more to this story…

Login to see the full update… 

To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground 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

Contact us to learn about signing up! hello@infillthinking.com

The post It’s A Good But Tricky Place In The Cycle For Oilfield Service Pricing appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/good-tricky-place-cycle-oilfield-service-pricing/feed/ 0
As 2017 E&P Budgets Kick In, Permian Rig Count Sizzles https://www.infillthinking.com/infill-thoughts/2017-ep-budgets-kick-permian-rig-count-sizzles/ https://www.infillthinking.com/infill-thoughts/2017-ep-budgets-kick-permian-rig-count-sizzles/#respond Mon, 23 Jan 2017 18:35:14 +0000 https://www.infillthinking.com/?p=4354 After a brush back in the second week of the year, the US land rig count surged ahead last week. 2017 E&P budgets and drilling programs are kicking in and we expect continued strength over the next 4-6 weeks. Take out a free trial below to see our full analysis of this week’s rig count with …

The post As 2017 E&P Budgets Kick In, Permian Rig Count Sizzles appeared first on Infill Thinking.

]]>
After a brush back in the second week of the year, the US land rig count surged ahead last week.

2017 E&P budgets and drilling programs are kicking in and we expect continued strength over the next 4-6 weeks. Take out a free trial below to see our full analysis of this week’s rig count with charts, tables, and commentary.

Feature image credit: Instagram user @hosesupplies

There’s a lot more to this story…

Login to see the full update… 

To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground 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

Contact us to learn about signing up! hello@infillthinking.com

The post As 2017 E&P Budgets Kick In, Permian Rig Count Sizzles appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/2017-ep-budgets-kick-permian-rig-count-sizzles/feed/ 0