Tag Archives: outlook

We believe the following 20 questions encapsulate the transcendent themes facing the US oilfield service market during 2018. These are not in any particular order. We have included plenty of context and background for each question, but we stopped short of answering them. As the new year begins, so much can still …

Just a heads up that a new thread has been started by William Edwards over in the Infill Thinking discussion forum. In the thread, William thinks about how a recent change in the Cushing WTI specs will impact Canadian prices and ultimately world crude oil prices. Spoiler alert – it’s not …

Last week, we asked readers to answer 13 questions about the outlook for 2018. The focus of our survey was key trends and themes in the US onshore business. Participation was strong, with a diverse mix of respondents – all of whom are well informed on Lower 48 trends. In …

We poll subscribers on key questions about the 2018 oilfield service outlook. Our Q&A will reveal consensus among some of the industry’s smartest minds about 2018 trends, themes, and debates. To participate and view the results, please login or subscribe. At Infill Thinking, we are very aware of what our …

Anadarko’s 2018 capital spending program was released Thursday morning. It is one of the first detailed 2018 E&P budgets to be released this budget season. Given their focus on discipline and returns and leadership in crafting a sustainable framework for developing tight oil, Anadarko’s E&P capex budget should help establish …

Listening to Schlumberger’s conference call this morning, we were reminded just how much Big OFS has changed. In this update, we focus on takeaways relevant to the oilfield’s general population – specifically the outlook for US pressure pumping, international OFS, new offshore contracting models, and the oil macro. There’s a lot …

In our latest US onshore rig count forecast (updated in April), we estimated that active drilling rigs would peak at 950 units this year. As we stand today with 934 rigs turning to the right, our prediction leaves only ~16 rig additions left until hitting a US drilling plateau in …

Schlumberger kicked off oilfield service earnings this morning. Everything you need to know about the tone they set is right here. Also, don’t miss the biggest takeaways of the day where Schlumberger’s CEO said… There’s a lot more to this story… Login to see the full update…  To read this …

Everything seems lined up for an incredible 2H17 for US completion service providers. Everything except for oil prices. In a week of rampant pessimism, our obligatory negative post introduces several new developments you won’t read about anywhere else including what one of the biggest pressure pumpers in the market is telling …

Newly minted Halliburton CEO Jeff Miller spoke earlier this morning at the UBS conference in Austin, TX. Although he’s no stranger to the investment community, this was his first presentation since being named Dave Lesar’s successor. In a wide-ranging “fireside chat,” Jeff shared market insight on frac sand availability, logistics, completions …