Great context for shale over the years vs. the new AI data center power rush… 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 …
Read More »Let Oil Flow. Let It Flow. Let It Flow. [SONG]
Every Christmas season for the past nine years, we’ve written and recorded an oilfield Christmas song, adapting the holiday classics for shale. Hear them on Spotify and Youtube, where the album covers are pictures from our oilfield field trips. You can also listen to them here on Infill Thinking in …
Read More »Distance Disposal Buildout Is A Key Permian Structural Theme To Watch In 2026
A couple weeks ago, we had the honor of sharing views on power, sand and water at the MOTRAN annual meeting in Midland. Here we share some of the water outlook key points… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »BREAKING NEWS: One More Sand Mine M&A Deal Sneaks In Before Year-End
More consolidation in the sand mining business… 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 …
Read More »The 2026 Shale Outlook According To Infill Thinking Members
We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead outlook… 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 …
Read More »2026 Oilfield Market Outlook Member Survey Has Closed – Thanks To All Participants!
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 …
Read More »How Many Vintage Frac Crews Would It Take To Keep Up With Today’s Count? [Chart Of The Day]
An eye-popping stat appeared in our deep dive data note to data clients today and we share it and some context here… 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 …
Read More »2026 Structural Themes To Watch In Shale [Voice Of The Industry]
Our year-end market survey is winding down! See how your peers responded to the open ended question at the end in this report… 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. …
Read More »The Last Time Permian Mines Cut Back This Fast Was Covid… [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 »Here’s What A Permian Super Major CEO Told Wall Street About His Outlook Today
This week, we have an update on a super major who is a key customer 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 …
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Infill Thinking Lifting the O&G knowledge curve