pandemic Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Sat, 12 Mar 2022 00:20:55 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png pandemic Archives - Infill Thinking https://www.infillthinking.com 32 32 Covid’s Frac Impact Takes A Turn For The Worse… https://www.infillthinking.com/quick-thoughts/covids-frac-impact-takes-a-turn-for-the-worse/ https://www.infillthinking.com/quick-thoughts/covids-frac-impact-takes-a-turn-for-the-worse/#respond Sun, 20 Dec 2020 20:47:25 +0000 https://www.infillthinking.com/?p=30267 A quick update to our frac outbreak story from last week… 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 Infill Thinking, or your membership has expired, please email us to discuss …

The post Covid’s Frac Impact Takes A Turn For The Worse… appeared first on Infill Thinking.

]]>
A quick update to our frac outbreak story from last week…

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 Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post Covid’s Frac Impact Takes A Turn For The Worse… appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/quick-thoughts/covids-frac-impact-takes-a-turn-for-the-worse/feed/ 0
Still Waiting… Is A “Mini-Earnings Season” About To Commence? https://www.infillthinking.com/infill-thoughts/still-waiting/ https://www.infillthinking.com/infill-thoughts/still-waiting/#respond Tue, 23 Jun 2020 13:59:51 +0000 http://www.infillthinking.com/?p=29485   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 Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com. (Current members login here.) Members get: Exclusive research …

The post Still Waiting… Is A “Mini-Earnings Season” About To Commence? appeared first on Infill Thinking.

]]>
 

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 Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post Still Waiting… Is A “Mini-Earnings Season” About To Commence? appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/still-waiting/feed/ 0
When We Make It To The Other Side… The Top 10 Debates For When The NAM Oilfield Bottoms https://www.infillthinking.com/thinking-ahead/when-we-make-it-to-the-other-side-the-top-10-debates-for-when-the-nam-oilfield-bottoms/ https://www.infillthinking.com/thinking-ahead/when-we-make-it-to-the-other-side-the-top-10-debates-for-when-the-nam-oilfield-bottoms/#respond Mon, 06 Apr 2020 16:33:33 +0000 http://www.infillthinking.com/?p=28950 One beaten-down reader told us last week that we need to start a virtual happy hour after every newsletter we send these days. We understand – the subject matter is indeed depressing. Recent newsletters haven’t been easy for us to ship, for we know that our writings reflect the pain felt many a good friend …

The post When We Make It To The Other Side… The Top 10 Debates For When The NAM Oilfield Bottoms appeared first on Infill Thinking.

]]>
One beaten-down reader told us last week that we need to start a virtual happy hour after every newsletter we send these days.

We understand – the subject matter is indeed depressing.

Recent newsletters haven’t been easy for us to ship, for we know that our writings reflect the pain felt many a good friend in this industry we serve and love. Careers and livelihoods (ours included) hang in the balance.

Supplemented by input from well-placed members, Infill Thinking’s research has been ahead of the shifts at every turn in this crash – first to cover many contraction developments that have since become consensus talking points at other research shops. Some of these angles first revealed by our research include:

  • immediate recognition of the devastating implications of the two-headed black swan
  • documenting in detail the speed of the pending E&P operator response, with the voice of the industry, just two days after the oil price collapse (before all but two operators press released capex cuts)
  • tracking the capex cuts in real-time, while pointing out that frac crew releases in the field imply a second wave of spending reductions beyond the initial press releases
  • capturing the extreme magnitude of the activity collapse, just a week after oil prices tanked
  • predicting further downside risk to commodity prices into the teens and lower
  • predicting a 75% collapse in the active frac crew count to under 100
  • describing general oilfield chaos like the run on bridge plugs as demand for other oilfield goods and services evaporated, indicating mid-job halts and production shut-ins.

Today, here’s something different… an exercise in empowerment.

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 Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post When We Make It To The Other Side… The Top 10 Debates For When The NAM Oilfield Bottoms appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/thinking-ahead/when-we-make-it-to-the-other-side-the-top-10-debates-for-when-the-nam-oilfield-bottoms/feed/ 0