Tag Archives: e&p

Anyone else glad May 2020 is history? The way things are starting off in June 2020, it looks like we’ll be celebrating it’s end as well. That being said, the turn of the month is accompanied by a welcome tone shift in the oilfield conversation at least. As highlighted by …

1Q20 earnings season will go down as one of the most unusual and uncertain public company reporting periods in our lifetime. Adding to the surreal nature of withdrawn guidance and uncertain outlooks this earnings season was the fact that some oilfield management teams… There’s a lot more to this story… …

Like with most sectors of the US economy in the Covid-19 world, dealmaking has gone silent in the oilfield water sector. There are three reasons that the recent lack of transactions in this oilfield niche is especially noteworthy: … There’s a lot more to this story… Login to see the …

We have arrived at the following ranges for active frac crew counts by basin based on information received from multiple plugged-in contacts we trust. This isn’t necessarily “Gospel,” and you may have hard data you are relying on that falls outside these ranges. But there is value in knowing where …

The chart below visualizes US E&P operator budgets in a very important way… 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 …

Everywhere you look… every report you read… everyone you talk to… it’s is all telling you the same thing these days. Things are mind-numbingly bad in the US oilfield. Far worse than even the most jaded cynics expected when this crisis began. Empty highways in the Permian. Yards full of …

As 1Q20 E&P earnings season gets under way, there are just a handful of US E&P operators that haven’t publicly disclosed how much they’ll cut their 2020 spending programs in the wake of the crisis. There are some common traits shared by some of these companies including… a) gas exposure …

By The Stats – Membership Resources Provided During 1Q20 In the 90 days ended March 31, 2020, the Infill Thinking research team: published 86 independent research updates, emailed 25 original Infill Thoughts newsletters to active members, issued 14 data releases to Think Sheets® members, got in one last great member meetup …

We know you know the logic, but on days like today, it’s good to read and re-read the crude oil cyclical rationale in it’s simplest form, which is as follows: There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

The Texas Railroad Commission (and a whole bunch of oilfield folks) had a very busy Tuesday. The three Commissioners hosted a nearly 9-hour long virtual open hearing on Tuesday, taking petitions for and against prorating Texas oil production. 20,000 viewers tuned in to watch the webcast. A whopping 53 industry …