Tag Archives: completions

By The Stats – Membership Resources Provided During 2Q20 In the 90 days ended June 30, 2020, the Infill Thinking research team: published 86 independent research updates, emailed 25 original Infill Thoughts newsletters to active members, issued 14 data releases to Think Sheets® members, got in one last great member meetup …

Our Friday newsletter began with these words, which bear repeating in the wake of Sunday’s news: “Rather than a long, dragged-out process, the erasure of financial obligations in the US oilfield this cycle could play out expeditiously during 2H20 and early-2021, clearing the slate for… consolidation?” Chesapeake’s bankruptcy press release …

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… Login to see the full update… To read this update …

In this time of business turmoil, operational issues can seem like an afterthought. In a piece several weeks ago, we presented data showing how the pandemic and oil price crash have distracted industry leaders from critical field development optimization issues. In this update, we argue that it’s time to get …

There’s been a lot of focus on the Lower 48 natural gas plays as a source of relatively strong oilfield service demand in the oil crisis. This week, we took a data-driven look at a variety of activity metrics in the play – a “wellness check” if you will… Login …

By putting our heads together as a group, Infill Thinking members will establish an important baseline this summer for understanding the “what now” and “what next” in the new paradigm emerging for the oilfield marketplace after the worst crisis in shale’s history. Login to see the full update… To read …

We estimate the active frac fleet count across the two big Texas oil plays has fallen from up near X crews in 1Q20 down to only about X active fleets today. This is now old news, but it still takes our breath away to see that in print. Obviously, nobody’s …

Happy Memorial Day Weekend! We wanted to flag a few of our more in-depth pieces published recently in case you missed them and have some downtime to catch up on reading during the long weekend. Here are five relevant reference pieces on the downturn from our research flow over the …

A data-driven look at operating activity trends for the Lower 48 local frac sand mining industry. 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 …

We have arrived at the following ranges for active frac crew counts by basin based on information received from multiple plugged-in contacts we trust. This isn’t necessarily “Gospel,” and you may have hard data you are relying on that falls outside these ranges. But there is value in knowing where …