It was great to see many of our readers today in the Woodlands at the frac conference. As we hit the road to go back and think about what we’ve learned, we wanted to flag four upcoming industry events that we’ll be at and you should be at. The Oil …
Read More »A Boring Quarter For Permian Local Sand Supply [DATA ALERT]
This week, we have an update on local sand mining 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 new to Infill Thinking, or your membership has expired, …
Read More »Merger Monday – OFS Context For The Latest E&P Mega-deal…
Another big E&P merger is on the newswires today… here’s context to help you assess the impact… 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 …
Read More »D&C Utilization’s Protracted Decline Flowing Into A More Stable Trough Period [Shale Monthly Activity Data Alert]
In this data alert, see interesting observations from a new data release just made for data subscribers… 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 …
Read More »Frac Activity Updates & Forecasts From 2 Public Pressure Pumpers
In this update we analyze pressure pumping trends… 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 …
Read More »Frac Activity Returning To Normal After The Thaw [Post-Freeze Update]
Well… this arctic storm was even worse than advertised for the oilfield, mainly due to icy roads that halted frac in its tracks. Here’s the latest update on how activity was impacted and what’s next… There’s a lot more to this story… Login to see the full update… To read …
Read More »Consolidation Nation: Rumors, Roll-Ups, And Rising Sun Capital [Data Alert]
Our data team shares a data tool for understanding consolidation. 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 …
Read More »The Struggle Is Real [Slide Deck Alert]
Data Alert: today our data clients are invited to download our latest slides on oilfield data trends (here). Titled The Struggle Is Real, the presentation documents current conditions, recent trends, and the 2026 outlook from our many industry-leading data products covering shale OFS supply, demand, activity indicators, and pricing. Some …
Read More »At Least Half The US Frac Fleet Forced To Stand Down [Post-Freeze Update]
Well… this arctic storm was even worse than advertised for the oilfield, mainly due to icy roads that halted frac in its tracks. In this report, we assess the upstream development activity impact. Basin-by-basin, here is some of what we are hearing in our field checks… There’s a lot more …
Read More »Halliburton Sees No Seasonal Frac Rebound In Q1
HAL’s CEO had a lot to say about the frac outlook this week and here’s what caught our ear… 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 …
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