Infill Thinking 🛢

Readable oilfield market research trusted by 3,600+ executive readers. Distilling the complex oilfield supply chain into updates that matter-No noise No clutter

[Infill Thinking 🛢 @InfillThinking]

@Energy_Banker @sand_frac Look at stage counts not crews. Sand has decoupled from spreads.

[Infill Thinking 🛢 @InfillThinking]

Permian sand mines got 99 problems, but gas ain't one (anymore...) https://t.co/DFn6VYBFND

[Infill Thinking 🛢 @InfillThinking]

We are pleased to announce some big developments this morning. Here's a message from our founder with the scoop... https://t.co/M5reU3cb2t

[Peter Sutherland @econ_713]

@Rudy28402798 @BrynneKKelly h/t @InfillThinking

[Infill Thinking 🛢 @InfillThinking]

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 [email protected] and we'll ask ~4,000 industry insiders what they think!

[Infill Thinking 🛢 @InfillThinking]

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? https://t.co/MVy5ZVi31A

[Infill Thinking 🛢 @InfillThinking]

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

[Infill Thinking 🛢 @InfillThinking]

Last Time The US Rig Count Fell This Much In Two Weeks, Richard Nixon Was President
https://t.co/LNRrArtTc6

[Joseph Triepke 🛢 @JosephTriepke]

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

[Infill Thinking 🛢 @InfillThinking]

Good talking with @Marketplace. Wish the circumstances were happier. #oott
https://t.co/prwPkp4jsv

[Infill Thinking 🛢 @InfillThinking]

From the research report: "Here’s 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."

[Infill Thinking 🛢 @InfillThinking]

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

[Infill Thinking 🛢 @InfillThinking]

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 https://t.co/y7Vk5WClo3

[Infill Thinking 🛢 @InfillThinking]

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.

[Infill Thinking 🛢 @InfillThinking]

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.

[Infill Thinking 🛢 @InfillThinking]

@JosephTriepke One less source of growth capital! Who will fill the production growth gap these moves will inevitably create? We have some ideas... https://t.co/LMXNfSiygD

[Infill Thinking 🛢 @InfillThinking]

Whether this new business model captures market share remains to be seen, but it has already captured the imagination https://t.co/BdWBej3Rhz

[Infill Thinking 🛢 @InfillThinking]

https://t.co/jIP6hLiqYN

[Infill Thinking 🛢 @InfillThinking]

Always be first to know. Never be surprised by the headlines. Join Infill! https://t.co/mAnTWMtAhM

[Infill Thinking 🛢 @InfillThinking]

Frac sand haulers this week are jamming this on repeat! https://t.co/eazWmZrTEp

[Infill Thinking 🛢 @InfillThinking]

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