Over the weekend, it felt like oil was going to $200 as President Trump escalated. And Monday morning, WTI was down 10% to $88 as President Trump de-escalated. It’s gotta be real tough to make a living predicting geopolitics these days! It’s also gotta be tough for E&Ps to make …

Today we wanted to follow up on two key trends we’ve been researching and writing about with new 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 …

On Tuesday next week, we look forward to seeing many Infill Thinking members in person again for the Petroleum Connection’ 11th Annual Frac Sand Industry Update at the Houston Petroleum Club. Our Lium Research / Infill Thinking team is excited about several discussions we’ll participate in on the conference stage, …

Will this oil price rip trigger a margin expansion story in oilfield service? Here we discuss some recent data points we’ve collected from the field, plus context from many years of covering OFS cycles – we’ve seen this movie before! There’s a lot more to this story… Login to see …

Some key points about the state of play in the power gen industry with a focus on data centers after catching up with industry friends at a conference… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

You need to see this leading indicator data for drilling. 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 …

Login to see data takeaways from another collection effort by our top tier 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 …

As oil prices surge, we ran another round of field checks to check on E&P D&C appetite… 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 …

As oil prices surge, we ran another round of field checks and there’s one word on the tip of everyone’s tongue at this point in the post-war shock… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

As oil prices surge, we ran some field checks to see how US onshore activity is responding. 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 …