Latest Thoughts

A First Look At The New Supersized Sand Revolution Systems [Exclusive]

We have learned more about an engineering tweak of large proportions… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New …

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Water You Doing On October 4?

In three weeks from now, on October 4 in Downtown Houston, US oil industry leaders and investors will gather to discuss oilfield water’s evolving business model, market structure, and latest trends. Oilfield Water: Industry Update delivers the most exciting produced water business topic agenda of any conference this fall season. …

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Lower 48 Drilling Activity Falls To Nearly A Two Year Low

Analysis of the deep cuts in drilling activity across multiple basins last  week… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and …

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Frac Supply Chain Takeaways From Meetings In Fort Worth

We welcomed about 40 Infill Thinking subscribers for coffee, knowledge sharing, and networking on Wednesday in Fort Worth. This was the 16th reader appreciation event we’ve hosted in the past 2.5 years. Thanks to our highly engaged members, these events keep getting bigger and better. We also met with various …

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90 Days Later… NGL Is Digesting Mesquite

We provide an update on a northern Delaware Basin water behemoth, which was created through M&A this May. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive …

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Fort Worth Member Meet-Up Is In The Books

Calling all DFW-area Infill Thinking members: we’d like to buy you a mid-morning coffee, shake your hand and chat oilfield trends with you. We look forward to networking with Infill Thinking members over coffee in Downtown Fort Worth in mid-August (this event is included with your membership). Login to see …

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Thinking Through The 2H19 E&P Spending Setup [Chart Of The Day]

After updating our company-by-company E&P capex model this week, we’ve concluded that… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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Why Shale E&P Is Going Green – Interesting Factoids About Cost Savings In Water, E-Frac & Solar Initiatives

We highlight the most important sustainability developments disclosed by operators, including several “firsts” for the industry. For many years, EOG has been the industry leader in completion design, technology and reservoir exploitation. Now they are leading the charge on a new front for operators as well: “going green….” Login to …

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