Infill Thoughts

With lumps of coal in every oilfield stocking this holiday season, it’s easy to overlook the bright spots. There are some bright spots though. Not every E&P operator plans to slash investment next year. In fact, some are planning to increase spending, or at least talking optimistically about their growth …

If you’ve been around the pressure pumping business for a while, there’s a good chance you know today’s guest contributor. His post addresses the future of frac sand and the industry’s current struggle for sustainability in a thought-provoking way. There’s a lot more to this story… Login to see the …

The dust is settling on another big E&P M&A announcement in 2019, and this one has implications for related water and midstream deal processes as well as 2020 E&P capex spending in the Permian. There’s a lot more to this story… Login to see the full update…  To read this …

In addition to the in-depth updates published over the past week, these 11 “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 …

Each year, we celebrate the Season here at Infill Thinking by weaving oilfield trends into a Holiday Classic or two. Break out the egg nog because our songs are part parody, part market research. We enjoyed writing our Oilfield Christmas songs in 2017 and 2018, back when oilfield growth was …

As 2019 winds down, the E&P downcycle dominants discussion in the US onshore oilfield. Rig count is down 27% YTD. More tellingly, rig count fell in 43 out of the 50 weeks in the books so far in 2019. Why? Unlike in most prior downcycles, it’s not oil price in …

It’d be better for the industry to see equipment scrapped than fire sold. When the market does turn, vulture investors will be able to bid very aggressively to get jobs with the equipment they are buying for pennies on the dollar today… There’s a lot more to this story… Login …

Adapting Christmas Carols to oilfield trends is a holiday season tradition as old as Infill Thinking itself. Teasing ahead, we have written and recorded new Oilfield Christmas tracks, which will be released to active members next week (just in time for your holiday gatherings). These new releases will be as …

Cody Wickersheim writes: When Joseph Triepke asked me to write an article for Infill Thinking, I think it was intended to be a commentary on the impact each of us has felt over the past year and a half. We are losing some good folks. Many companies have become, or …

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. They also have implications for people conducting business all across the frac value chain. Without further ado, here are… There’s a lot more to this story… …