Latest Thoughts

Results From Impromptu Poll On Future Of Energy

We are setting a calendar reminder for 2050 to revisit this post and see who’s right! 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, …

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The Dallas Fracin’ Cowboys

A big Frac Franchise is teaming up with a big Football Franchise… some thoughts on yet-to-be-officially-announced deal. 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 …

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2023 Shale Predictions

Happy New Year! Our 2022 predictions from a year ago did pretty well (link), so we are giving it a go again this year. Here are 10 predictions on what’s coming next in the oilfield marketplace… There’s a lot more to this story… Login to see the full update…  To …

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Big 2023 Rig Count Predictions Fading

Predicting the rig count is hard to do… here’s a brief recap of some notable recent predictions and how they are evolving as the oilfield activity cycle enters a more stable phase. There’s a lot more to this story… Login to see the full update…  To read this update and …

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Opportunities On EOG’s Assets In 2023

As most of you reading this know, EOG is critical to the addressable market in oilfield service. In this update we go asset by asset and digest the management’s development philosophy and perspective on their different plays. There’s a lot more to this story… Login to see the full update…  …

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Big New Atlas Sand Trailers Hit The Road…

On Monday in the Permian,… 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 …

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More Eagle Ford Sand On The Way?

A small local sand plant in the Eagle Ford about 40 miles south of San Antonio down 37 that never really did much. Is that about to change under new ownership? There’s a lot more to this story… Login to see the full update…  To read this update and receive …

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