Tag Archives: oilfield service

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Earlier this week, we outlined an 8-stage “reopening plan” for the US onshore oilfield. Since publishing our initial reopening piece early this week, we’ve encountered several more datapoints that further this narrative. Here are eight of them: Login to see the full update… To read this update and receive our …

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. Login to see the full update… To read …

Anyone else glad May 2020 is history? The way things are starting off in June 2020, it looks like we’ll be celebrating it’s end as well. That being said, the turn of the month is accompanied by a welcome tone shift in the oilfield conversation at least. As highlighted by …

1Q20 earnings season will go down as one of the most unusual and uncertain public company reporting periods in our lifetime. Adding to the surreal nature of withdrawn guidance and uncertain outlooks this earnings season was the fact that some oilfield management teams… Login to see the full update… To …

It’s Tuesday May 12, 2020 and from our desk to yours, here is a roundup of noteworthy downturn datapoints that advance the oilfield business narrative as the bottom approaches. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …

As 1Q20 E&P earnings season gets under way, there are just a handful of US E&P operators that haven’t publicly disclosed how much they’ll cut their 2020 spending programs in the wake of the crisis. There are some common traits shared by some of these companies including… a) gas exposure …

This morning at 8am central, Halliburton will host their 1Q20 earnings call. Needless to say, their remarks on challenging Lower 48 business conditions will be closely watched. While outlook / guidance could be light since visibility is limited, we expect some good color on current market conditions to come from …

We know you know the logic, but on days like today, it’s good to read and re-read the crude oil cyclical rationale in it’s simplest form, which is as follows: Login to see the full update… To read this update and receive our research newsletters, you must be a member. …

Towards the end of Q&A during today’s call, came perhaps the most interesting thing that management said about the US market all morning. Specifically, Schlumberger was asked where the US frac fleet count might bottom. Management used the opportunity presented by this question to refute some of the doomsday frac …