A mine permit may open the door, but financing, market conditions and a committed customer can determine when a project is actually ready to walk through it. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »The AI Data Center Power Trade’s Hidden Variable Could Re-Price Tight Oil Plays
GOR is quietly emerging as a catalyst for behind-the-meter (BTM) power generation, and could be a reshaping factor in basin economics for tight oil plays… 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 »Frac’ing & Drilling Plans For Over 3-Dozen E&Ps As Of 3Q26 [Operator Handbook Series]
Who’s working what where? 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 …
Read More »Quantifying XOM’s Petcoke Proppant Push [Data Alert]
In this report, see how to access the data and read 5 key takeaways on Exxon’s petcoke proppant push… 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 »Public E&P Well Data Analysis As Of 2Q26 [Operator Handbook Series 3 / 3]
This is an installment in our highly regarded “Operator Handbook” research report series, which summarizes operator-by-operator 2026 campaign details in three parts. This is the final installment in the 2Q26 series and focuses on well data… There’s a lot more to this story… Login to see the full update… To …
Read More »Public E&P Production Data Analysis 2Q26 [Operator Handbook Series 2 / 3]
An E&P-by-E&P look at who’s growing, who’s flat, and what’s really driving US shale production post-earnings… 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 »Frac’ing & Drilling Plans For Over 3-Dozen E&Ps As Of 2Q26 [Operator Handbook Series 1 / 3]
Who’s working what where? 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 …
Read More »The $25 (per barrel) Question – Two Oil Prices, Two Very Different Outlooks… [DATA ALERT]
This week, we share new data on production growth in the US. 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 »Lateral Lengths Vs. Sand Loadings – A Quick Look At Appalachian Frac Trends
In Appalachia, we find a divergence tells a very interesting story… 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 »The Utica’s Unclaimed Prize
Ascent Resources has long been a coveted unclaimed prize in Appalachia — so why can’t anyone close the deal, and who (if anyone) finally will? 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 …
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