With the oil markets taking a turn for the better, we take a look at who reacted the most when conditions were worse. 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 …
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Downturn Cancelled? Middle East War Analysis Part TWO: The War And The Oil Markets
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… 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 »Downturn Cancelled? Middle East War Analysis Part ONE: Shale & OFS Outlook Implications
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… 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 »Spring Redetermination Season – E&P Borrowing Base Datapoints
We examine some banking datapoints for shale E&Ps to gauge industry’s health and ability to continue forward with capex programs. 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 …
Read More »Friday Follow Up: HAL’s Last Mile Change Is Being Noticed… [VIDEO]
We have a follow-up report to an Infill Thinking exclusive on frac supply chain developments from earlier this 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 you are new …
Read More »SCOOP: New Permian Damp Sand Wellsite Solution Gets Patented
An exclusive on new tech for wet sand wellsites… 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 …
Read More »Liberating The Rig Count – Drilling Trends Since Tariffs Examined 3 Ways [Charts Of The Day]
A data-driven look at drilling trends… 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 »Pet Coke Well Production Update [Data Alert]
In this update, we’ve unearthed new data on the newest technical trend in proppant… 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 …
Read More »SHALE SLUMP SIGNALS: Key Datapoints In 8th Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a new edition in our Shale Macro Reaction Monitor report series. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to …
Read More »Texas Decides All Frac Sand is Taxed [Expert Guest Post]
Expert perspective of great value as Texas E&Ps, pumpers, sand movers and miners navigate a big change… 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 …
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