Infill Thoughts

Do you like real-world, real-time market anecdotes that you can’t get online (or with AI)? You’ve come to the right place! 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 …

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 …

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 …

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, …

What’s up with the weather? 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 …

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 …

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 …