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 …
Read More »Can’t Burn DUCs Forever… [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 »Detmar’s Driverless Trucks To Move Sand Down I-20 With No One On Board In 2026
We caught up with management team innovating on the cutting edge of frac sand delivery… 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 »Consolidation Trends In Frac Service [Chart Of The Day]
Our data process gives us unique insights on D&C trends, and we dive into some of those 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 you are new …
Read More »In Other News… More Last Mile Positives, Litigation Updates, E&P Frac Updates, DUCs, Power Buzz, Rail Risk, & more…
Our desk is churning out the research this week full steam ahead… 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 …
Read More »Infill Thinking’s 2026 Oilfield Market Outlook Survey Is Live!
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 »Off-Grid Power Gen As A Service [DATA ALERT]
This week, launch a new database for our data clients, and share some takeaways for all readers 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 you are new to …
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Infill Thinking Lifting the O&G knowledge curve