We examine data on the outlook for completions in 2H24… 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 …
Read More »Stress-Testing The 2023 Shale Outlook As Oil Sinks Below $80
This is a brutal day in the markets with asset values melting down and oil getting hammered ($78 as of this writing). Buckle up, the ride could get bumpy as this new dose of volatility intersects with year-ahead budget / planning season. That said, if there’s one thing oilfield pros …
Read More »Cash Is King
It’s much easier to spend growth capital when each well drilled and completed is a smaller and smaller percentage of your cash on hand! So how’s that looking for the various oilfield participants? There’s a lot more to this story… Login to see the full update… To read this update …
Read More »The Permian Frac Sand Market Could Get Interesting In 2021 [Chart Of The Day]
What does the future hold for the depressed local sand market out West? We blow the dust off our crystal ball and leverage some intel from our premium data service to try to provide some context here… There’s a lot more to this story… Login to see the full update… …
Read More »Last Call For Summer Survey…Polls Close This Evening
At Infill Thinking, we are very aware of what our greatest asset is. Without a doubt it is our membership roster. We are honored to have on this list some of the most accomplished executives in the US onshore business. We are also very aware of what the key debates …
Read More »This Guarded 2019 Comment Carries More Weight Than The Confirmation Of Our 4Q18 Warning
When we attended the Petroleum Connection’s frac sand conference in San Antonio in late-October (the largest frac sand event in history by the way), one of our key takeaways from sideline conversations was… This prediction was confirmed this week, but more important than the confirmation was an indicator for 2019 …
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 »Twenty Questions Set The Tone For The 2018 US Oilfield Service Marketplace
We believe the following 20 questions encapsulate the transcendent themes facing the US oilfield service market during 2018. These are not in any particular order. We have included plenty of context and background for each question, but we stopped short of answering them. As the new year begins, so much can still …
Read More »The Results Of Infill Thinking’s 2018 Outlook Survey Are In…
Last week, we asked readers to answer 13 questions about the outlook for 2018. The focus of our survey was key trends and themes in the US onshore business. Participation was strong, with a diverse mix of respondents – all of whom are well informed on Lower 48 trends. In …
Read More »Taking The Oilfield’s Temperature On 2018 [Call For Survey Responses]
We poll subscribers on key questions about the 2018 oilfield service outlook. Our Q&A will reveal consensus among some of the industry’s smartest minds about 2018 trends, themes, and debates. To participate and view the results, please login or subscribe. At Infill Thinking, we are very aware of what our …
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