What do operators have to say about oilfield service pricing 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, …
Read More »Analyzing A Big Sand Contract Extension Disclosed By A Permian E&P
We picked up on a notable extension for local sand inked during earnings season… 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 »2025 Shale Capex Budget Analysis [DATA ALERT]
Login to see data takeaways from another collection effort by our tier one data team! 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 »What Do Trump’s Tariffs Mean For Shale Well Costs? On A Related Note, Quick Thoughts On Another Big Trump Shale Proposal….
We review E&P reaction to the tariffs, plus something Trump said in Miami last week caused us to perk up a bit… 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 »Atlas Conveys 2025 Outlook
Sand market takeaways we learned from the latest Atlas earnings 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. If you are new to Infill Thinking, or your membership has expired, …
Read More »Last Week’s Freeze Was Another Non-Event For Permian Sand Suppliers
Last week we previewed severe cold weather in the Permian here. We’d be remiss not to follow up, even though… 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 …
Read More »Haynesville Local Sand Supply Update [DATA ALERT]
This week, we have an update on local sand mining activity incorporating boots on the ground datapoints… Not a data client of ours yet? Check out this video to learn more about our enhanced subscriptions… There’s a lot more to this story… Login to see the full update… To …
Read More »Pressure Pumper Expects A Flat Permian Frac Market Where You Have To Fight For What You’ve Got
This week, we tuned in as another completions service provider’s executive team discussed their frac market outlook for 2025. Here’s what we learned… photo taken by infill thinking in 1Q25 showing the company’s fleet pumping for a major operator near Stanton after we followed the truckloads of wet sand from …
Read More »Produced Water Capex Headed Higher As Permian Dirt Keeps Rumbling [Chart Of The Day & Map]
On Feb 15, 2025, a magnitude 5.0 quake struck Culberson County. A 4.7 mag tremblor followed 3 days later in the same area. In this report see relevant analysis and data plus an invitation to join us in discussion about the implications of this seismicity… There’s a lot more to …
Read More »Shale RIFs Return…
Self-help will be a theme in shale this year and here are some unfun datapoints in this trend… 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 »
Infill Thinking Lifting the O&G knowledge curve