Here’s the latest frac outlook thoughts from a Permian pumping leader… 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 »WTI Is Now $75/bbl Twelve Months Out! [Chart Of The Day]
Oil prices are flashing green signal lights to L48 E&Ps where short cycle barrels are theirs for the taking… 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 »The Latest Frac Anecdotes We Are Hearing As WTI Hovers At $100/barrel…
Here is some of what we are hearing in our latest round of field checks… 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 »NexTier Is Raising Frac Prices And Hiring For The U.S. D&C Market Inflection
This week, we digested an update from a frac market leader… 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 »Liberty Calls The Frac Bottom As Their Sales Force Raises Prices & Considers Capacity Increases
Liberty’s CEO Ron Gusek talked frac market conditions this week – his take comes at a critical time in the oilfield business cycle, less than 2 months after the unforeseen and sudden re-rating of oil prices. There’s a lot more to this story… Login to see the full update… To …
Read More »“Pivot Point” vs. “Signposts” – Comparing HAL’s Outlook To Lium’s
In a matter-of-fact manner, we summarized key points from Halliburton’s conference call today in this report. But we also wanted to take a bit more of an analytical approach and compare what HAL said today vs. our recent research from field checks, anecdotes, and data. That’s what you’ll find in …
Read More »Was 1Q26 The Cycle Bottom? [Shale Monthly Activity Data Alert]
In this data alert, see an interesting observation from a new data release just added 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 …
Read More »Halliburton Says There Is No More Frac Calendar White Space Through June
HAL’s CEO had a lot to say about the frac outlook this week and here’s what caught our ear… 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 »How Many More Active Frac Crews Would $75 & $100 Oil Bring? [Chart of the Day]
A fresh take on predictive data for the oilfield… 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 »Pivot Point [Slide Deck Alert]
Data Alert: today our data clients are invited to download our latest slides on oilfield data trends (here). Titled The Struggle Is Real, the presentation documents current conditions, recent trends, and the 2026 outlook from our many industry-leading data products covering shale OFS supply, demand, activity indicators, and pricing. Some …
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