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 …
Read More »2019 RIFs Cut Deep And Devon, Solaris, and Patterson-UTI Cut The Deepest So Far On A % Basis [Chart Of The Day]
This earnings season, a morbid data set is emerging from the shadows and becoming visible. Everyone in the oilfield is well aware of the reduction in force (RIF) trend that swept across the US onshore oilfield last year and continues this year. But the true extent of the damage has …
Read More »8 Things FTSI Said This Week That Advance The 2020 Frac Market Narrative
Listening to the FTSI call this week, here’s what stood out to us as far as market intel takeaways for the Lower 48 pressure pumping market… 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 …
Read More »In Other News… Frac Spread Cost Risk, Utah Sand Mine Scuttled, Last Mile Cash Crunch? Water M&A Follow-up, RIFs, Tempest In A Teapot
In addition to the in-depth updates published over the past week, these “quick hit” datapoints also crossed our desk and are worthy of a mention… 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 »A New Year In Oilfield Water Management Brings More Of The Same… Sort Of.
2020 starts off much the same as 2019 ended in the oilfield water management industry: with M&A news. Two acquisitions were announced on Monday from undisclosed sellers (although we have heard some guesses about who one of those might be). Meanwhile, oilfield water M&A this year has a different feel …
Read More »This Permian Leading Indicator Bodes Well For 1H2020 [Charts Of The Day]
With 2019 in the books, we spent some time over the weekend becoming more encouraged about 2020 as we updated our data on… 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 »What Are The Biggest Risks & Opportunities Headed Into 2020? 100 Decision Makers Answered…
About 100 Infill Thinking members answered this open ended question in our recent 2020 Vision Oilfield Outlook Survey. In this post, you can read their responses.. 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 …
Read More »The 2020 Vision US Oilfield Outlook Survey Results Are In!
Last week, we asked the collective Infill Thinking membership to share their views on the 2020 oilfield outlook. 145 of you answered our 23 questions. To all those that took a few minutes to contribute, thank you very much. The result is a unique, invaluable market intelligence resource. There’s a …
Read More »
Infill Thinking Lifting the O&G knowledge curve