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 »Infill Thinking’s Recent Frac RIF Report Confirmed
3 weeks ago we wrote that RIFs might be returning to the oilfield… today that report was confirmed by a large pumper. 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 …
Read More »Are RIFs Returning In Frac?
Are RIFs returning to the oilfield? 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 email us to discuss …
Read More »The Beginning Of An Asymmetric Frac Sand Mining Recovery?
3Q20 was an up quarter sequentially in the proppant industry. We estimate demand increased x-x% from the 2Q20 bottom. But not all mines are sharing equally as volume edges upwards off the bottom… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Buzz Builds Around “ESG-Rigs”
A couple weeks ago, Infill Thinking published an update on grid-powered rigs picking up steam as operators seek to cut emissions. Subsequently, the topic became a central point of interest during…. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »One Last Quarter Where Schlumberger’s Earnings Report Still Matters To The US Frac Market
This morning, Schlumberger kicked off 3Q20 earnings season in the oilfield marketplace… 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 …
Read More »2021 Producer Perspectives – Peering Ahead As Operators Begin To Firm Up Next Year’s Business Plan
We hope everyone enjoyed the Labor Day holiday weekend despite the pandemic. For many oilfield business folks, this holiday traditionally marks the…. 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 …
Read More »Where Exactly Are The First Signs Of Life Appearing In Rig Land?
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 …
Read More »Historical Context As The Rig Count Slide Continues
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 …
Read More »Drilling Market Share Changes From Top To Covid Bottom
This week we take stock of market share evolution in the US onshore drilling business during these crazy Covid times… 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 …
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