3 weeks ago we wrote that RIFs might be returning to the oilfield… today that report was confirmed by a large pumper. 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 …
Read More »Are RIFs Returning In Frac?
Are RIFs returning to the oilfield? 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 …
Read More »TX Oilpatch Layoff Trends [Chart Of The Day]
This week, we updated our WARN notice chart, tracking oilfield mass layoff activity back to 2011. We noticed that… 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 …
Read More »Hidden Disruptions Plague A Beleaguered Oilfield And Will Be A Bad Hangover In The Recovery
We recently published data showing how the upstream industry’s conversation on critical structural issues has been interrupted by the immediacy of a dual-threat crisis (pandemic + oil price crash). In reality, that data is just the tip of the iceberg… There’s a lot more to this story… Login to see …
Read More »US Oilfield RIF Tally Mounts [Chart Of The Day]
One week ago today, we quantified the reduction in force trend using 2019 headcount data from the 15 companies that had filed annual reports up to that point. Today, we’ve added another 22 companies that have released annual reports since then, and the number of jobs lost in US shale …
Read More »2019 RIFs Cut Deep And Devon, Solaris, and Patterson-UTI Cut The Deepest So Far On A % Basis [Chart Of The Day]
This earnings season, a morbid data set is emerging from the shadows and becoming visible. Everyone in the oilfield is well aware of the reduction in force (RIF) trend that swept across the US onshore oilfield last year and continues this year. But the true extent of the damage has …
Read More »Frac People On The Move During 2019
In a recent year-end review, we shared our top 19 stories from 2019 in frac sand and oilfield water as measured by membership interest. Before we leave 2019 behind and fully focus on the new year, we have one more year-in-review recap for you. This one summarizes the installments in …
Read More »In Other News… Frac Spread Cost Risk, Utah Sand Mine Scuttled, Last Mile Cash Crunch? Water M&A Follow-up, RIFs, Tempest In A Teapot
In addition to the in-depth updates published over the past week, these “quick hit” datapoints also crossed our desk and are worthy of a mention… 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 …
Read More »10 Frac Supply Chain Executives On The Move
Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. They also have implications for people conducting business all across the frac value chain. Without further ado, here are… There’s a lot more to this story… …
Read More »Ranking E&P RIF Risk With A New Staff Efficiency Benchmark [Chart Of The Day]
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 …
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