Tag Archives: outlook

A couple of months ago, we analyzed the E&P industry response to frac ban rhetoric by the democratic primary candidates. We also quantified drilling activity on Federal lands, estimating that O&G wells spud on Federal Land have comprised approximately X% of US onshore drilling activity. The next logical questions to …

Bang! 2020 is off to a dynamic start. Geopolitical risk has again taken the center stage, driving out-performance in crude oil prices and oilfield equities vs. the broader market in early-year trading. And this week’s developments on the global state punctuate a big question for the US oilfield this year, …

About 100 Infill Thinking members answered this open ended question in our recent 2020 Vision Oilfield Outlook Survey.  In this post, you can read their responses.. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …

Last week, we asked the collective Infill Thinking membership to share their views on the 2020 oilfield outlook. 145 of you answered our 23 questions. To all those that took a few minutes to contribute, thank you very much. The result is a unique, invaluable market intelligence resource. Login to …

This is not only worth watching for upstream firms and pressure pumpers, but also water midstream firms who are counting on future produced water volumes in these areas and working out long term contracts and infrastructure investments with those contracts in mind. Login to see the full update… To read …

Wow. Our members are smart! In this post, you can read their answers to one of two open-ended questions we asked in our annual year-ahead outlook survey. Login only if you want to see about 70 candid, insightful, and telling responses about the ongoing O&G downcycle… Login to see the …

We’ve complied a set of questions that are critical to determining the oilfield outlook for 2020. For any active Infill Thinking reader that completes this important survey, we will provide some pretty compelling benefits including…. Login to see the full update… To read this update and receive our research newsletters, …

A quick update on some of the latest happenings and trends in the OCTG markets after a chat with our friends at Tenaris and The OCTG Situation Report… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

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 – …