Tag Archives: trends

And the big buzzword in E&P this earning season is….??? There’s several, but… 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 …

Going through local sand mine operating data for 3Q20 this week, a notable bifurcation stands out. Specifically… 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 …

This week, the esteemed Wall Street Journal went to town on frac sand, all but declaring the sector dead. The piece has some elements that we commonly find in anti-O&G hit pieces, but it is more a diatribe describing the industry’s economic trials and tribulations than any thing else. The …

Relative to the lows of 2Q20, which basin will enjoy the best trends after the ball drops on a miserable 2020 and 2021 completions programs start to kick in? Over the past couple of weeks, we’ve touched base with a whole bunch of industry contacts in the process of…. There’s …

+10. Flat. Flat. -2. Those are the weekly changes the US land rig count has posted for the past four weeks. Not bad! A couple weeks ago – after the first two datapoints in the pattern above – we wrote “The Past 2 Weeks Don’t Make A Trend, But 2 …

Are we there yet? To the bottom of the worst downturn ever? 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 …

Unsurprisingly, lawyers and restructuring advisors are the biggest winners in this mess. They are making out like bandits and harvesting a massive payday from the industry’s financial predicament. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Finally! Rigs are going back to work here and there… 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 …

Rig count remains under pressure, slipping AGAIN this week, down five and now threatening to move down into the 220s next week. Here are two… 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 …

In this update, we break down an obscure data set – a second order effect of the frac crash – to produce fresh insights on the depth and velocity of frac market contraction in West Texas… There’s a lot more to this story… Login to see the full update…  To …