Infill Thinking π’
@InfillThinking
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Readable oilfield market research trusted by 3,600+ executive readers. Distilling the complex oilfield supply chain into updates that matter-No noise No clutter
Joined August 2016
Permian sand mines got 99 problems, but gas ain't one (anymore...)
infillthinking.com
In an update over the weekend, we wrote about lingering dyer fuel delivery restrictions holding back
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We are pleased to announce some big developments this morning. Here's a message from our founder with the scoop...
infillthinking.com
Founder's Message To Infill Thinking Readers We have some big news about the Infill Thinking researc
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Sharpen your pencils folks. We are writing our next oilfield business outlook survey. And what a time this is to take the pulse of the industry... so much uncertainty. Send ur questions to hello@infillthinking.com and we'll ask ~4,000 industry insiders what they think!
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Michael J. Blankenship and Isaac Griesbaum provide @InfillThinking with insights on risk mitigation strategies for water midstream companies that address client bankruptcies and contract renegotiations. Read the full article here: https://t.co/A0OE7qBU1E
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Boots on the ground oilfield research at a price that won't break the bank! Launched four years ago, thousands of executives served... Are we writing for you yet?
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Since launching nearly four years ago, Infill Thinking has served thousands of oilfield execs with unrivaled market intelligence on the frac supply chain. Twice-weekly email newsletters blend the...
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In times like these we are proud to be 100% made in America. Our small research shop provides a steady income to three US households and relies on US vendors. Buy local, and support the boutiques you love! #nooutsourcedcontent #inthistogether #nofakenews
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Last Time The US Rig Count Fell This Much In Two Weeks, Richard Nixon Was President https://t.co/LNRrArtTc6
infillthinking.com
The US rig count shed 108 rigs during the past two weeks (falling from 772 to 664). That's a 14% dec
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In the past 5 days, 11 US E&Ps have announced a combined $5bn cut to capex budgets. The original budgets were mostly disclosed just weeks ago. And this is just the start... #onceinagenerationevent #unchartedwaters #shale #oott #frac #twoheadedblackswan
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From the research report: "Hereβs the ranking followed by a few observations. If our hypothesis holds water, then the operators at the top of the chart have the lowest RIF risk, while companies at the bottom of the chart have the highest risk of laying off more staff."
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As of December 31, 2019, Devon had 1,800 employees. As of December 31, 2018, Devon had 2,900 employees. Wow. A new benchmark we recently created predicted a big RIF for DVN, but we didn't know exactly how big it would be until their 10k today. https://t.co/cXZWrxuZAB
infillthinking.com
There are many ways to analyze E&P capital efficiency. For years - even before capital disciplin
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And, here we go... flaring report release will be at 3:30pm central Tuesday via webinar. We will be live blogging the key takeaways from the webinar at https://t.co/3G22GDhao4
Smart Permian guys we talk to are on the edge of their seats waiting for TX RRC's nat gas flaring report expected out next week... could be the start of something bigger on production regs.
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Smart Permian guys we talk to are on the edge of their seats waiting for TX RRC's nat gas flaring report expected out next week... could be the start of something bigger on production regs.
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Whether this new business model captures market share remains to be seen, but it has already captured the imagination
infillthinking.com
On New Year's Eve, we shipped our standard Tuesday morning newsletter. Shrugging off the holiday, In
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Always be first to know. Never be surprised by the headlines. Join Infill!
infillthinking.com
The cat is out of the bag on what we believe was an
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Frac sand haulers this week are jamming this on repeat!
open.spotify.com
Billy Squier Β· Emotions In Motion Β· Song Β· 1982
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Here's what the business folks on the front line of the #fracsand and #producedwater markets were reading during a wild 2019... https://t.co/3lXSvqbm7d
#watermidstream #oilfieldservice
infillthinking.com
Throughout 2019, it felt in the US onshore business as if the tectonic plates under the oilfield ind
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Stream our new #oilfield Christmas Carols here. Break out the egg nog because our songs are part parody, part market research... Merry Christmas from the Infill team! https://t.co/MpMWFyTw1y
#shale #oott #oilfieldservices #oilfieldlife
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This link will take you to a page thatβs not on LinkedIn
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