A few frac folks on the move this week… 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 …
Read More »A Half Dozen Frac People On The Move
Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. People on the move also have implications for how business is conducted across the frac value chain. Here are some moves that matter… There’s a lot …
Read More »7 Frac People On The Move
Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. 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 »A Different Data Angle To Quantify The Permian Frac Crash [Chart Of The Day]
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 …
Read More »18 Frac People On The Move
We take a look at some notable comings and goings. The frac talent pool continues to play musical chairs. 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 »TX Oilpatch Layoff Trends [Chart Of The Day]
This week, we updated our WARN notice chart, tracking oilfield mass layoff activity back to 2011. We noticed that… 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 »Hidden Disruptions Plague A Beleaguered Oilfield And Will Be A Bad Hangover In The Recovery
We recently published data showing how the upstream industry’s conversation on critical structural issues has been interrupted by the immediacy of a dual-threat crisis (pandemic + oil price crash). In reality, that data is just the tip of the iceberg… There’s a lot more to this story… Login to see …
Read More »Oilfield Workforce Contraction Is 3x Deeper Than Last Downcycle Per This Metric [Depressing Chart Of The Day]
This chart is gut wrenching, and we haven’t even gotten into May and June yet, which could be even worse. Our hearts ache with the impacted oilfield workers (and their families) that make all the stuff we love to write about happen. There’s a lot more to this story… Login …
Read More »US Oilfield RIF Tally Mounts [Chart Of The Day]
One week ago today, we quantified the reduction in force trend using 2019 headcount data from the 15 companies that had filed annual reports up to that point. Today, we’ve added another 22 companies that have released annual reports since then, and the number of jobs lost in US shale …
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 …
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