Amid recent volatility, our data team stress tested our predictive models and we share some insights on downside scenarios here… 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 …
Read More »Looking Back Before We Look Ahead
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. Before we look ahead though, let’s take a minute to look back on how far we’ve come this year. There’s a lot more to this …
Read More »2022 US Oilfield Outlook Survey – Upcycle Maturation
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 …
Read More »Infill Thinking’s Mid-Year Oilfield Outlook Survey Opens For Member Participation
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” on key oilfield trends into 2022. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Infill Thinking’s 2021 Outlook Survey. The Recovery Begins With Uncertainty In Spades…
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 …
Read More »The Wall Street Journal Just Wrote Frac Sand’s Obituary. Here’s Our Take, A Palate Cleanser & A Pick-Me-Up…
This week, the esteemed Wall Street Journal went to town on frac sand, all but declaring the sector dead. The piece has some elements that we commonly find in anti-O&G hit pieces, but it is more a diatribe describing the industry’s economic trials and tribulations than any thing else. The …
Read More »NWS Sand Plants Go On The Auction Block Thursday, And Bids Are VERY WEAK
Going once, going twice… 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 …
Read More »The Most Important Thing To Watch This E&P Earnings Season If You Are An OFS Provider [Chart Of The Day]
With E&P earnings heating over the next 7-10 business days, one critical thing we’ll be watching closely is how…. 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 …
Read More »This Oil Price Drop Has Triggered A Nearly Simultaneous Restructuring Response
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… There’s a …
Read More »Nowhere To Go But Up? Taking The Oilfield’s Pulse As The Dust Settles On An Epic Downturn
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. There’s a lot more to this story… Login …
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