Equally as important as the 2019 spending program figures being released this season is the accompanying management commentary. In fact, this is actually more important than the headline numbers in some cases. We discuss what has caught our eye so far in the 2019 planning season and also provide readers …
Read More »Early Indications Pointed To Low-Single-Digit Growth For US Onshore In 2019, IF Crude Rallies Back Into The $50s [Data Table]
What’s in store for the oilfield service addressable market in 2019? We’ve got must-see data and analysis in this update as the outlook for next year is floating in uncertain waters at this point in time. There’s a lot more to this story… Login to see the full update… To …
Read More »2019 Outlook For The US Completions Market [Research Rewind]
With 2019 planning season in full gear, decision makers and forecasters are grappling with commodity price cross-currents. As many market participants are now arriving at conclusions that will set the stage for the year-ahead, we thought it’d be useful context to take a look back at an outlook baseline set …
Read More »This Guarded 2019 Comment Carries More Weight Than The Confirmation Of Our 4Q18 Warning
When we attended the Petroleum Connection’s frac sand conference in San Antonio in late-October (the largest frac sand event in history by the way), one of our key takeaways from sideline conversations was… This prediction was confirmed this week, but more important than the confirmation was an indicator for 2019 …
Read More »Halliburton Calls The Bottom, Sticks To Their Guns On Sand, & Peers Beneath The Surface To Unlock Pumping Value
Halliburton reported earnings Monday morning and hosted their quarterly conference call with investors. Here are four things to know from their remarks. 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 …
Read More »Defining Consensus On Important 2019 Completions Debates [Survey Results Part 3 Of 3]
In part three of our industry survey results presentation, we share what a whole bunch of smart Infill Thinking members think about key issues in the hydraulic fracturing market. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Setting A Baseline For Frac Sand In 2019 [Survey Results Part 2 Of 3]
In part two of our industry survey results presentation, we share how a whole bunch of smart Infill Thinking members shake out on key 2019 frac sand market debates. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »The Results Are In! Here’s How Your Peers See The 2019 US Onshore Outlook [Part 1 / 3]
This month, we asked Infill Thinking members a series of questions about the outlook for 2019. Our survey honed in on key debates in the turbulent US onshore oilfield service business. A whole bunch of smart people weighed in; here’s what they had to say… just as year-ahead planning starts …
Read More »Taking The Oilfield Industry’s Temperature On 2019 [Call For Survey Responses]
At Infill Thinking, we are very aware of what our greatest asset is. Without a doubt it is our members roster. We are honored to have on this list some of the most accomplished executives in the US onshore business. Soon the rest of the oilfield market will shift their …
Read More »When It Rains, It Pours
While we were getting drenched in the MidCon this week, the sky was falling in New York too. 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 …
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Infill Thinking Lifting the O&G knowledge curve