Tag Archives: ofs

4Q earnings seasons always drag on forever, but last week was the exciting part for oilfield observers. 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 …

4Q earnings seasons always drag on forever, but we are almost to the exciting part for oilfield observers. 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 …

4Q earnings seasons always drag on forever, but we are almost to the exciting part for oilfield observers. 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 …

Next week, we’ll put our necks on the line by publishing predictions for the shale outlook in 2023. Admittedly, the outlook is a bit ho hum this year by oilfield standards. That’s not to say we won’t have some fireworks though. So to spice things up a bit before the 2023 …

After some chatter about shale labor pressure easing a bit, we turned to the hard data for indications of workforce size and cost trends. 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 …

For frac it would have been a big deal but for railroads, it could have been devastating. 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 …

We are tracking 10 new Permian local sand mines this year, which got us thinking about the vintage distribution of in-basin nameplate capacity. 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. …

Inflation has been one of the hottest topics in shale lately, so here we take a look at one of the key drivers of completions cost escalation with hard data. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

With the rubber hitting the road on 2023 budget planning, OFS and E&P CEOs converged in New York this week for the annual Barclays energy investor conference. Here’s what stood out to us… There’s a lot more to this story… Login to see the full update…  To read this update …

We think through some reasons why a lot of oilfield service companies could be up for sale – many more than normal at this point in the cycle – and what this could mean for M&A and consolidation going forward. There’s a lot more to this story… Login to see …