Over the past couple of days, we heard from the management teams of Patterson-UTI, Schlumberger, and Core Lab. Here’s what’s… 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 …
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 »Market Share For The Biggest Land Drillers Before And After The Crash
What happens to land rig contractor market share when the rig count gets demolished? These visuals explain the company-by-company fallout. 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 …
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 »Versatility On Display. Frac Sand’s Newest Tech Is Making An Unexpected But Compelling Debut
We spotted some brand new equipment being deployed in an unexpected way in the downturn. This deployment strategy makes a ton of sense though… 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 …
Read More »These E&Ps Haven’t Publicly Quantified 2020 Crisis Capex Cuts Yet [Budget Revision Watch List]
As 1Q20 E&P earnings season gets under way, there are just a handful of US E&P operators that haven’t publicly disclosed how much they’ll cut their 2020 spending programs in the wake of the crisis. There are some common traits shared by some of these companies including… a) gas exposure …
Read More »Halliburton Will Not Chase Market Share In The Frac Crash [Live Analysis Of Big Red’s Latest Thinking On The Lower 48]
This morning at 8am central, Halliburton will host their 1Q20 earnings call. Needless to say, their remarks on challenging Lower 48 business conditions will be closely watched. While outlook / guidance could be light since visibility is limited, we expect some good color on current market conditions to come from …
Read More »When We Make It To The Other Side… The Top 10 Debates For When The NAM Oilfield Bottoms
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 …
Read More »Seems Impossible, But Things Got Worse Between Black Monday & Friday The Thirteenth [Notes From The Field]
As last week wore on, we had hoped it would get better. It did not. We had also hoped that our initial concern expressed on Tuesday was overstated when we wrote then that the swiftest shale pullback in history could be imminent. It was not. As the week wore on, …
Read More »Flaring ‘Conversation’ Intensity Heats Up [Chart Of The Day]
In this update we study a different kind of flaring intensity – the flaring conversation intensity. This is not a new issue, but the conversation is heating up and evolving. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
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