DSL update… 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 discuss our current subscription options …
Read More »Infill Thinking’s Top 15 2Q23 Updates During A Quarter When Everyone Was Busy Trying To Stay Busy
By The Numbers – Membership Resources Provided During 2Q23 In the 90 days ending June 30, 2023, the Infill Thinking research team: published 70 independent research updates, emailed 23 original Infill Thoughts newsletters to active members, conducted a survey collecting responses from nearly 100 members (see results) regularly updated Lium …
Read More »For OCTG, Expect A Soft 2H23 [Friday Guest Post]
OCTG outook… 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 discuss our current subscription options …
Read More »Satellites Show Progress On Atlas Sand Conveyor Project
Earthwork is underway on the most radical logistics concept ever seen in the frac supply chain. 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, …
Read More »Just The E&Ps…. Comparing Shale Operator Outlooks To The Broader Oilfield
We isolated just the E&P responses in our recent 2023 oilfield outlook survey to focus on what the customer expects next 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 a member. If …
Read More »Mid-Year 2023 Outlook Survey Results Are In! [Charts & Commentary]
We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead 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 …
Read More »Biggest OPPORTUNITIES In 2H23 For Shale [Voice Of The Industry]
Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about opportunities in the market they work in now… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Biggest RISKS In 2H23 For Shale [Voice Of The Industry]
Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about risks to the market they work in now… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Infill Thinking’s Recent Frac RIF Report Confirmed
3 weeks ago we wrote that RIFs might be returning to the oilfield… today that report was confirmed by a large pumper. 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 »Sand M&A Headline In South Texas Leaves Us Curious….
We discuss an interesting M&A deal in the sand world… 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 …
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Infill Thinking Lifting the O&G knowledge curve