What are we seeing in drilling trends? We discuss… 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 …

Something we are watching this earnings season in light of recent field checks and the nat gas crash is the… 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 …

Halliburton’s conference call this morning lines up well with some of our recent research and presents a positive fundamental framework for OFS into next year (albeit with growth coming at a slower pace now)… There’s a lot more to this story… Login to see the full update…  To read this …

This week, Liberty talked quite a bit about.. As a general impression… 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 …

We very much enjoyed interacting with everyone in Houston for the Petroleum Connection’s sand conference today. Congrats to the organizers on another great event and we look forward to seeing you at the next one… here are a few quick thoughts from our time here today. There’s a lot more …

We digest big plans from a big E&P pertaining to the Permian into a digestible summary… 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, …

After a recent idling in South Texas, a similar issue is confirmed in… 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 …

What are we seeing in drilling trends? We discuss… 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 …

On the surface, things look calm and steady but the devil’s in the details… 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 …

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 …