A look at one of the leading indicators for frac TAM. 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, …

The press thinks another big E&P merger might be close at hand. Here’s what you should know from our unique vantage point on the potential tie-up… 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 …

A look at one of the defining underlying trends in D&C addressable market. 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 …

Say you need to get a load of sand trucked – how hard is that right now? We discuss… 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 …

Vital frac supply chain data for buyers and sellers and capital allocators. 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 …

The world seems to have changed this week with the impressive surgical strike action by US troops in Venezuela to snatch Maduro, and President Trump taking charge of Venezuela’s oil industry. Here are our quick thoughts on the matter relevant to the US oilfield companies and onshore outlook domestically… There’s …

A data-driven look at a key trend in Permian frac sand… 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, …

With the new year underway, here are 10 big picture shale market themes we are watching. These aren’t our forecasts. Those were shared here for data clients in December. But these 10 themes are some powerful overarching themes that will shape where the industry goes this year, and how firms …

Update on a key part of the frac supply chain… 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 …

If you are working in the shale market place and you don’t have this data, it’s like you are flying blind. Don’t fly blind. 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 …