Tag Archives: outlook

By The Stats – Membership Resources Provided During 2Q20 In the 90 days ended June 30, 2020, the Infill Thinking research team: published 86 independent research updates, emailed 25 original Infill Thoughts newsletters to active members, issued 14 data releases to Think Sheets® members, got in one last great member meetup …

We are excited today to share the results of our well-attended industry marketplace survey… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis …

Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about their expectations after the worst downturn in shale’s history… Login to see the full update… To read this update and receive our research newsletters, you must be a …

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 …

Happy Memorial Day Weekend! We wanted to flag a few of our more in-depth pieces published recently in case you missed them and have some downtime to catch up on reading during the long weekend. Here are five relevant reference pieces on the downturn from our research flow over the …

By The Stats – Membership Resources Provided During 1Q20 In the 90 days ended March 31, 2020, the Infill Thinking research team: published 86 independent research updates, emailed 25 original Infill Thoughts newsletters to active members, issued 14 data releases to Think Sheets® members, got in one last great member meetup …

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 …

Earlier this week we outlined 10 key debates that will commence as soon as the oilfield market bottoms. How will we know when the bottom is here? On what kind of stage will these debates play out? What are reasonable expectations for oilfield activity when the floor is reached? In …

This week, two large pressure pumpers hosted 4Q19 earnings calls. Here are our takeaways from their remarks as it pertains to the 2020 pressure pumping market…     Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

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 …