Tag Archives: oilfield service

Halliburton hosted their 3Q20 earnings call on Monday morning and here are the takeaways that matter for folks in the frac business… 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 …

We hope everyone enjoyed the Labor Day holiday weekend despite the pandemic. For many oilfield business folks, this holiday traditionally marks the…. 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 …

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, …

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, …

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 …

There are some interesting new developments in a big frac sand bankruptcy proceedings worth noting as other companies fall into Ch. 11 proceedings… 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. …

  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 us to discuss our current subscription options at [email protected]. (Current …

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: There’s a lot more to this story… Login to see the full update…  …

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. There’s a lot more to this story… Login …

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 …