Tag Archives: downturn

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 …

For years – even before capital discipline started trending in 2017 – Wall Street research analysts have constructed models to benchmark the effectiveness of E&P capital deployment. But what if we turn the logic around a bit and look for layoff risk indicators in the size of… There’s a lot …

As of Friday morning, our channel checks suggest that a well known frac company may be completely closing up shop, rolling up operations, selling their horsepower, and letting everyone go…. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

After an open records request, we’ve been able to learn some new insights about the massive MidCon reduction in force happening this week in the oilfield service industry. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

The falling rig count is playing heavily into early 3Q17 conference call discussions, particularly after last week’s big drop. We’ve long thought this correction was expected, but reaction to the decline reminds us that nothing is ever truly “priced in” until it happens. Here’s some context on where we’ve been, …

There’s a new discussion topic posted in the Thinking Aloud forum. Most of our focus at InfillThinking.com this year has been on the Lower 48. That’s because most everything else is flat to down. With the oil price outlook under pressure and only the US tight oil plays growing, it’s time …

Note: Each Friday in March, we are passing the keyboard to one of our readers to share perspective from the field. We hope you enjoy the thoughts these hand-picked contributors have to share.     There’s a lot more to this story… Login to see the full update…  To read …

Infill Thinking’s launch 10 days ago coincides with the arrival of a young oilfield recovery. The definition of recovery is different this time – shallower and more gradual than before – but there is no doubt that, at a minimum, oilfield contraction is abating. Against this backdrop, our early updates …

Oilfield earnings season begins this week with Halliburton’s conference call. The tone on this upcoming round of calls is likely to be more positive than any time in recent memory. In this Thinking Ahead we outline key calls to monitor and discuss seven key themes we expect to be prevalent during the imminent earnings season. …