Tag Archives: downturn

With 3Q24 earnings season around the bend, the fundamental setup for oilfield services remains very challenging. From our latest field checks, here are a half dozen quick hits that illuminate the difficult downturn conditions in the sector right now. There’s a lot more to this story… Login to see the …

Carpet level insights illuminate the big picture trends in frac… 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 …

Amid recent volatility, our data team stress tested our predictive models and we share some insights on downside scenarios here… 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 …

By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. Before we look ahead though, let’s take a minute to look back on how far we’ve come this year. There’s a lot more to this …

By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 …

By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” on key oilfield trends into 2022. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 …

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 …

Going once, going twice… 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 our current …

With E&P earnings heating over the next 7-10 business days, one critical thing we’ll be watching closely is how…. 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 …