By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 …
Read More »The Permian Frac Sand Market Could Get Interesting In 2021 [Chart Of The Day]
What does the future hold for the depressed local sand market out West? We blow the dust off our crystal ball and leverage some intel from our premium data service to try to provide some context here… There’s a lot more to this story… Login to see the full update… …
Read More »People, Pricing & Money Weigh Heavy On The Mind As Green Shoots Form [Chart Of The Day]
Consensus may differ on the shape or strength of the coming recovery, but the focus on three key themes is virtually unanimous across the oilfield business as green shoots form…. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »The “Nowhere To Go But Up” Survey Results Are In!
We are excited today to share the results of our well-attended industry marketplace survey… 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 …
Read More »Oilfield Insiders Think Beyond The Bottom [Exclusive Voice Of The Industry Update]
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… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Oilfield Equity Bottle Rockets [Chart Of The Day]
It’s still a month until July Fourth, but there are already some bottle rockets being lit in the oilfield. Here’s what the stock market says about the state of things in the oilfield… Login to see the full update… To read this update and receive our research newsletters, you must …
Read More »More Good News. Further Evidence Supporting The Case For Bottoming And Reopening In The US Oilfield
Earlier this week, we outlined an 8-stage “reopening plan” for the US onshore oilfield. Since publishing our initial reopening piece early this week, we’ve encountered several more datapoints that further this narrative. Here are eight of them: There’s a lot more to this story… Login to see the full update… …
Read More »Nowhere To Go But Up? Taking The Oilfield’s Pulse As The Dust Settles On An Epic Downturn
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. There’s a lot more to this story… Login …
Read More »Reopening Rumblings Are Growing Louder In The US Onshore Oilfield
Anyone else glad May 2020 is history? The way things are starting off in June 2020, it looks like we’ll be celebrating it’s end as well. That being said, the turn of the month is accompanied by a welcome tone shift in the oilfield conversation at least. As highlighted by …
Read More »Shape Shifting – What A Difference 10 Days Makes For The WTI Curve [Chart Of The Day]
You know it’s pretty bad when $25/bbl oil gets us excited again. But here we are, and a rally from -$37 to +$25 in the prompt month ain’t nothing! There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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