Tag Archives: strategy

Get up to speed fast on Permian seismicity with this thought piece from a highly qualified Infill Thinking member, Jason Jennaro, CEO of Breakwater Energy Partners. 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 …

Happy New Year! Oil prices firmed up over the holiday break, putting the 4Q21 flash crash scare firmly in the rearview mirror. Here’s some thoughts on what’s coming next in the oilfield market place… There’s a lot more to this story… Login to see the full update…  To read this …

Access to OCTG has become a critical concern in today’s oilfield and an operator said in our recent industry survey that they “might actually drop rigs due to casing shortage.” When OCTG issues or concerns come up, we know just who to call to get answers… In this update, see …

The OCTG market has a lot of crosscurrents swirling right now. And we know just the right expert to shed light on the key trends… 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 …

Wondering about how simulfrac trend factors into the last mile of the completions supply chain? We’ve got answers from an expert for you here today… 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 …

We are honored to carry this very important member guest contribution from… 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 …

The Devon / WPX deal continues the theme of Lower 48 E&P consolidation and creates the fourth largest unconventional oil producer in the US (only behind Oxy, Conoco and EOG). In the sections below, we provide some customer behavior context for the Devon / WPX merger – viewing the big …

We are honored to carry this very important post from a supply chain strategist at one of the top three pressure pumpers in the US on a potential change in the oilfield marketplace – rebundling in the frac supply chain… There’s a lot more to this story… Login to see …

Several weeks ago and again on Tuesday, we highlighted a group of oilfield  firms that had yet to report 1Q20 earnings. We warned towards the end of the post that some might announce restructuring along with earnings. On Thursday, several of them did just that. One of them is the …

Our guest post this week comes from the Fort Worth desk of Paul Shearer. His post is our second guest contribution this month that comes from a frac sand specialist on the open market who also majored in journalism. That’s an Infill Thinking Friday guest post series first, and it …