Tag Archives: chart of the day

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 …

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 …

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 …

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 …

Clearly, based on the following table, the PPP loan program provided a material source of capital for many smaller firms in the US oilfield at the cyclical bottom, specifically those in the often ignored frac supply chain. Good! We are happy to see that employees in this critical segment of …

With oilfield bankruptcy and restructuring news heating up into 2H20, the industry has fallen into low-cycle restructuring mode much more expediently than in prior cycles. We take a look at some interesting correleations and discuss what it might mean going forward in this chart of the day update… Login to …

A wellness check this week on on the key economic engines of the oilfield industry reveals some interesting trends… 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 …

Consensus may differ on the shape or strength of the coming recovery, but the focus on three key themes is virtually unanimous across the oilfield business as green shoots form…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. …

It’s still a month until July Fourth, but there are already some bottle rockets being lit in the oilfield. Here’s what the stock market says about the state of things in the oilfield… Login to see the full update… To read this update and receive our research newsletters, you must …

Shale E&P and service are tough businesses in the best of times. Even absent any disruptive outside forces, there are always pressing technical and business problems to solve – problems that require capital and an intently focused talent pool. Since Infill Thinking’s inception nearly four years ago, we’ve covered the …