Tag Archives: oilfield service

On the heels of an industry-first Delaware Basin water deal signed about a week ago comes a report from a Permian rancher to our desk that a historic spring has gone dry. In this update, we examine the brackish water requirements implied by frac sand volumes, discuss the dry spring’s …

This week, E&P management teams talked with investors about the big picture framework and mindset this budget season. We recap the key takeaways from the key players and review the overarching themes of 2018 budget season and what this means for oilfield service contractors. There’s a lot more to this …

The following brief analytical editorial was excerpted from our twice-weekly newsletter on Tuesday October 31, 2017.   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 …

Listening to Schlumberger’s conference call this morning, we were reminded just how much Big OFS has changed. In this update, we focus on takeaways relevant to the oilfield’s general population – specifically the outlook for US pressure pumping, international OFS, new offshore contracting models, and the oil macro. There’s a lot …

We provide experience-based insight on EOG’s latest corporate strategy move and break down how peers compare. We also discuss how this fits into current trends and why it makes sense in the new shale paradigm. There’s a lot more to this story… Login to see the full update…  To read …

Halliburton’s frac sand statements overshadowed some really important Lower 48 market updates yesterday. Here are the key non-sand points that caught our attention: 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. …

Schlumberger kicked off oilfield service earnings this morning. Everything you need to know about the tone they set is right here. Also, don’t miss the biggest takeaways of the day where Schlumberger’s CEO said… There’s a lot more to this story… Login to see the full update…  To read this …

On the same day this week, both Halliburton and Forum Energy Technologies made acquisitions in the artificial lift space. Specifically, each firm announced a deal to take out a privately held electric submersible pump (ESP) target. The coincidental timing and shared ESP focus of the deals has inspired some exaggerated …

Everything seems lined up for an incredible 2H17 for US completion service providers. Everything except for oil prices. In a week of rampant pessimism, our obligatory negative post introduces several new developments you won’t read about anywhere else including what one of the biggest pressure pumpers in the market is telling …

We actively monitor spending patterns for approximately 50 public independent operators. With virtually all of their 1Q17 results disclosed over the past week or two, we can now report some detailed insights on what their spending during the first quarter of the year means for the rest of 2017. There’s a lot …