Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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 »Small / Private E&P Rig Count Flattening Out [chart of the day]
Data driven context for rig count outlook… 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 »Earnings Season Preview: 5 Key OFS Themes To Watch As Reports Begin Tomorrow…
We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 »Meet K2 Sands – A Chat With The Wellsite Pile Pioneers Now Rolling The New Storage Approach Out At Scale
An in-depth, behind the scenes look at a new brand coming to market under an established logistics umbrella to innovate in the wellsite storage market. 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 »Sand Stats – Proppant Usage Context For The Permian MegaDeal
Supply chain data in the XOM / PXD M&A deal. 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 …
Read More »XOM / PXD Value = 1/4th Of All Shale E&P Consolidation For Past 6 Years! [Chart Of The Day]
Refreshing our upstream consolidation monitor after XOM/PXD, a few thing stand out… 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 »This Is One The Few Times That A Big E&P M&A Deal Has Some Things To Like For OFS
More data-driven context for OFS implications in the XOM / PXD M&A deal now that it’s official. 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 »Without A Deal (Or A Denial) Yet, We Take A Look At D&C Fleets For XOM and PXD Over Time
More data-driven context for a possible XOM / PXD M&A deal… 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 »As Boxes & Silos Turn 10 Years Old, A Look At Wellsite Storage System Trends [Data Alert]
Earlier today, we updated our Wellsite Storage system count file for data clients (download link). As a key takeaway… 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 »Quick Thoughts On OFS If XTO Buys Pioneer
Quick thoughts on OFS implications in a XOM / PXD M&A deal… 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 …
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Infill Thinking Lifting the O&G knowledge curve