A fresh take on key oilfield data… 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 »10 Themes To Listen For As OFS CEOs Start Talking Next Week…
We are looking forward to getting a read on how the US shale industry is responding to higher oil prices when oilfield service 1Q26 earnings calls kick off next week… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Power & Water – Previewing 2 Must-Attend Oilfield Industry Events Happening Soon
We are participating in two upcoming oilfield industry events that we think many Infill Thinking members would benefit from attending. Each will give us a chance to get a read on how various segments of the US O&G industry is responding to the sudden increase in oil prices. In this …
Read More »Pivot Point Anecdotes
Scanning the channels for signs of a “change moment” in shale activity 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 …
Read More »The Questions Are Becoming “When” And “How Much” Not “If”…
The question is becoming “When”, not “If”, for shale activity increases… 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 »Out-Of-Basin Sand Well AFEs Are Going Up – Update On A Hidden Source Of Cost Inflation
Today we have an update on a key hidden cost inflation item in well AFEs… 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 »One Oil Basin’s Frac Supply Chain Is Tightening More Than The Others… So Far…
We did a new round of channel checks in one of the Texas Big 2 tight oil basins this week… 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 »See The Top 20 Oilfield Research Reports & Themes Of 1Q26 Here
1Q26 Summary Infill Thinking members received 23 e-newsletters We published 75 new original research reports on Infill Thinking during the past 90 days (the top twenty of which are highlighted below) For Lium data plan clients, we updated dozens of data products during the quarter As ranked by the number …
Read More »Quick Update On The Core Haynesville’s Damp Sand Leader
We caught up with a private sand mine operator… 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 …
Read More »The Big Picture: Shale Activity Forecasting Considerations In The Sudden New Oil Price Paradigm
Since no one knows exactly where oil prices are headed next, we’ve been talking with folks about the goldilocks zone for OFS and E&P… 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 …
Read More »
Infill Thinking Lifting the O&G knowledge curve