Historical and projected spending trends in natural gas basins… 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 …
Read More »What’s Left In The Tank For The Rest Of The Year For Oily E&Ps? Quite A Bit Actually… [Chart Of The Day]
Want to know what to expect for the rest of the year in the US onshore oilfield? This data-driven update is a must read… 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 …
Read More »Round Trip – Here Are The Debts Poised To Be Erased By An E&P’s Second Bankruptcy Filing In Four Years
Here’s what we learned from a “repeat restructuring” E&P’s latest filings… 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, …
Read More »A Cashless 2H20 Oilfield Bounce? [Charts Of The Day]
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… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Frac Focus – Pressure Pumping Market Color From 6 Firms That Control About 1/3rd Of The NAM Frac Market Today
What’s going on in the frac market, hhp trends, working crews, pumping hours etc etc? Read all about it 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 »Still Some Work To Do, But Big 2Q20 Cuts Helped US E&Ps Get Back On Budget Track [Chart Of The Day]
Want to know what to expect for the rest of the year in the US onshore oilfield? This update is a must read… 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. …
Read More »Brief Notes On The US Completion Outlook From Thoughts Shared By Three OFS Leaders This Week
Over the past couple of days, we heard from the management teams of Patterson-UTI, Schlumberger, and Core Lab. Here’s what’s… 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 »Seems Impossible, But Things Got Worse Between Black Monday & Friday The Thirteenth [Notes From The Field]
As last week wore on, we had hoped it would get better. It did not. We had also hoped that our initial concern expressed on Tuesday was overstated when we wrote then that the swiftest shale pullback in history could be imminent. It was not. As the week wore on, …
Read More »Thinking Through The 2H19 E&P Spending Setup [Chart Of The Day]
After updating our company-by-company E&P capex model this week, we’ve concluded that… 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 …
Read More »Will The 2019 E&P Capex Story End Like 2018? First Quarter Actuals Might Be The Canary In The Coal Mine [Chart Of The Day]
Whelp… this chart doesn’t bode well for oilfield service markets in 4Q19… Are we on track for a repeat of last year’s budget exhaustion woes? 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 …
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