WTI at $42 on Christmas Eve was something that that almost no one expected on Halloween. The chief debate that oilfield suppliers are grappling with in early-January is how macro volatility will impact 2019 E&P capex spending, and as such, jolt the addressable US onshore market. We provide analysis in …
Read More »It’s Early, But Here Are The Most Important Things Oilfield Service Customers Have Said About 2019
Equally as important as the 2019 spending program figures being released this season is the accompanying management commentary. In fact, this is actually more important than the headline numbers in some cases. We discuss what has caught our eye so far in the 2019 planning season and also provide readers …
Read More »One Last DSL Headline Before The Year Is Out: CBD Attacks TCP Lapse
Environmental protection groups are seizing upon a lapse in a legal compromise (a lapse that Infill Thinking broke the news about five weeks ago) in their latest effort to apply pressure to the Feds to list the lizard as an endangered species. Punching above its weight, the little dunes sagebrush …
Read More »Pre-Frac Water Recycling Leaderboard [Chart Of The Day]
The water recycling stigma in the frac supply chain has been pretty much squashed this 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 a member. If you are new to Infill Thinking, …
Read More »Is The Pre-Frac Logistics Fear Factor Poised To Make A Comeback? [Last Mile 2019 Theme Preview Series 1/4]
In a three-part series starting with this update today, we preview cutting edge completions logistics themes to watch in 2019. In this part one, we discuss how industry perception of last mile logistics risk has changed (and why) along with a warning against complacency. We also discuss the cornucopia of …
Read More »Buyer “Quick Hits” That Matter In The Frac Supply Chain
In no particular order, here’s some stuff that matters about the frac supply chain… 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 …
Read More »Quick Thoughts On Surging E&P M&A
About this time last year, Infill Thinking member Paul Sparks penned a guest post this website titled Independent E&P Consolidation Is The Future, Is 2018 The Year? His case for consolidation turned out to be prophetic. We discuss the implications of three E&P M&A deals this week alone… There’s a lot more to this …
Read More »Taking The Oilfield Industry’s Temperature On 2019 [Call For Survey Responses]
At Infill Thinking, we are very aware of what our greatest asset is. Without a doubt it is our members roster. We are honored to have on this list some of the most accomplished executives in the US onshore business. Soon the rest of the oilfield market will shift their …
Read More »In Permian News This Week… Power Ripples, Takeaway Accelerates, Rigs Consolidate, And A Major Reveal
We have rounded up some important Permian stuff that caught our eye this week. Here you’ll find several items that are worthy of putting on your weekend reading list as well as our thoughts on implications and feedback from contacts in industry on these topics. There’s a lot more to …
Read More »A New Plan For The Permian [Texas Comptroller Op-Ed]
It is our honor to welcome the Chief Financial Officer for the state of Texas as an Infill Thinking guest contributor today. Glenn Hegar was elected as the 36th Texas Comptroller of Public Accounts in November 2014. Glenn and his team at the Texas Comptroller’s office have played a high …
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