What’s going on in the frac market, hhp trends, working crews, pumping hours etc etc? Read all about it here! 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 »In March, Two Land Drillers Had More Active Rigs Than The Entire US Does Today & They Agree There Is Still Downside
In this week’s rig count update, we shine a spotlight on a squishy bottom and lack of visibility in the US land rig market where two contractors took a different tone to discussing the bottom than one of their peers’ bolder statement several days earlier… There’s a lot more to …
Read More »Still Some Work To Do, But Big 2Q20 Cuts Helped US E&Ps Get Back On Budget Track [Chart Of The Day]
Want to know what to expect for the rest of the year in the US onshore oilfield? This update is a must read… 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. …
Read More »The Most Important Thing To Watch This E&P Earnings Season If You Are An OFS Provider [Chart Of The Day]
With E&P earnings heating over the next 7-10 business days, one critical thing we’ll be watching closely is how…. 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 …
Read More »Tallying Up The Damage As Another E&P From Our Bankruptcy Watchlist Files Chapter 11
Like many of the other filings in recent weeks, Rosehill was one of about 20 names on the Infill Thinking bankruptcy watchlist published in May 2020. Here’s a few things we learned in their filing… There’s a lot more to this story… Login to see the full update… To read …
Read More »Brief Notes On The US Completion Outlook From Thoughts Shared By Three OFS Leaders This Week
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 »