Infill Thoughts

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 …

In these troubled times, we want to do our part to help any Infill Thinking members that may be impacted by the waves of layoffs sweeping the US oilfield. If you are an active Infill Thinking member and your position has been eliminated, we want to help. Email us at …

Wow. Our members are smart! In this post, you can read their answers to one of two open-ended questions we asked in our annual year-ahead outlook survey. Login only if you want to see about 70 candid, insightful, and telling responses about the ongoing O&G downcycle… There’s a lot more …

By the time 3Q19 earnings season got underway in late-October, O&G industry executives and investors had had plenty of time to digest this little bombshell that Elizabeth Warren dropped in September. Elizabeth Warren on X (formerly Twitter): “On my first day as president, I will sign an executive order that …

We’ve complied a set of questions that are critical to determining the oilfield outlook for 2020. For any active Infill Thinking reader that completes this important survey, we will provide some pretty compelling benefits including…. There’s a lot more to this story… Login to see the full update…  To read …

While logging rig count activity trends, we take a look at the latest outlook from a leading contractor… 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 …

As the old adage and Metallica song go: misery loves company. With the US land rig count continuing to spiral downwards, it might be constructive for US contractors to commiserate with their Canadian compatriots. There’s a lot more to this story… Login to see the full update…  To read this …

We listened to four public frac sand company conference calls last week. Here are the polished market intel points that we screened out from the raw feedstock of these calls. Feature image: Stack Sizer® wet sizing frac sand, courtesy of Derrick Corporation There’s a lot more to this story… Login …

Scrapping is a tough but necessary step to set the pressure pumping industry up for a return to health. It’s a key hurdle to making frac investable again. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

This E&P company is one of those operators that has been actively (and publicly) evaluating strategic alternatives for their water business for much of the year. We wrote about their thinking on the process in May 2019 and again last month. This week we got the latest on management’s thinking …