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 our current subscription options at [email protected]. (Current …
Read More »US Tight Oil E&Ps React Swiftly, Decisively To SLAM The Brakes
It’s been 36 hours since the oil industry’s D-Day equivalent, and US E&P operators are wasting no time cutting activity… 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 …
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 »8 Things FTSI Said This Week That Advance The 2020 Frac Market Narrative
Listening to the FTSI call this week, here’s what stood out to us as far as market intel takeaways for the Lower 48 pressure pumping market… 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 …
Read More »The “Nice List”: 19 US E&P Operators To Keep An Eye On For 2020 Activity Growth
With lumps of coal in every oilfield stocking this holiday season, it’s easy to overlook the bright spots. There are some bright spots though. Not every E&P operator plans to slash investment next year. In fact, some are planning to increase spending, or at least talking optimistically about their growth …
Read More »What Are The Biggest Risks & Opportunities Headed Into 2020? 100 Decision Makers Answered…
About 100 Infill Thinking members answered this open ended question in our recent 2020 Vision Oilfield Outlook Survey. In this post, you can read their responses.. 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 …
Read More »The 2020 Vision US Oilfield Outlook Survey Results Are In!
Last week, we asked the collective Infill Thinking membership to share their views on the 2020 oilfield outlook. 145 of you answered our 23 questions. To all those that took a few minutes to contribute, thank you very much. The result is a unique, invaluable market intelligence resource. There’s a …
Read More »Worried About RIFs? You Are Not Alone
In these troubled times, we want to do our part to help any Infill Thinking members that may be impacted by the waves of layoffs sweeping the US oilfield. If you are an active Infill Thinking member and your position has been eliminated, we want to help. Email us at …
Read More »More Than A Penny For Your Thoughts! [2020 Vision Survey]
We’ve complied a set of questions that are critical to determining the oilfield outlook for 2020. For any active Infill Thinking reader that completes this important survey, we will provide some pretty compelling benefits including…. There’s a lot more to this story… Login to see the full update… To read …
Read More »