Tag Archives: outlook

Some savvy Infill Thinking members requested that we provide our Summer Survey results limited to only include E&P operator responses. It’s a good idea, and one that triggered our own intellectual curiosity. So we crunched the numbers and in the charts below, you will see……. Login to see the full …

We recently surveyed the Infill Thinking membership on the outlook for 2H19 and 2020. Our 20 survey questions addressed big picture upstream themes, frac sand, and completions trends. We’d like to extend a big thank you to the many participants who weighed in from across the upstream value chain – …

3 wrinkles in Halliburton’s earnings call commentary yesterday went underappreciated in the myriad of conference call coverage available elsewhere… Here’s three notable nuances that caught our attention. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

What matters most to Infill Thinking readers is what Schlumberger is doing in the US onshore market and what their view of Lower 48 OFS market conditions is at this juncture. So that’s the focus of the following five points, which we believe are the most important things Schlumberger said …

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 …

An important E&P capex update this week reads negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt followed by our analysis: Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

In the pithy bullet points below, here’s what all frac supply chain folks should know from US Silica’s remarks on their earnings call this week. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial …

We live-blogged the most important comments with oilfield marketplace implications from the Keane conference call this morning. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters …

2019 E&P capex budget expectations have devolved fairly rapidly, worn down by macro erosion and crude oil price volatility. Over the past several months, multiple Infill Thinking updates have warned that 2019 E&P budgets (which initially pointed to spending increases) were at risk of contracting into negative territory in the …

While we were traveling gathering market intelligence and meeting with clients this week, some new developments crossed our desk that are worthy of comment. So here are five short stories… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. …