Infill Thoughts

Data Alert: today our data clients are invited to download our latest slides on oilfield data trends (here). Titled The Struggle Is Real, the presentation documents current conditions, recent trends, and the 2026 outlook from our many industry-leading data products covering shale OFS supply, demand, activity indicators, and pricing. Some …

Vital frac supply chain data for buyers and sellers and capital allocators. 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 …

A fresh take on key oilfield 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 to Infill Thinking, or your membership has expired, please email us to …

  We are looking forward to getting a read on how the US shale industry is responding to higher oil prices when oilfield service 1Q26 earnings calls kick off next week…   There’s a lot more to this story… Login to see the full update…  To read this update and …

Scanning the channels for signs of a “change moment” in shale activity 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 …

The question is becoming “When”, not “If”, for shale activity increases… 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, …

Today we have an update on a key hidden cost inflation item in well AFEs… 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 …

1Q26 Summary Infill Thinking members received 23 e-newsletters We published 75 new original research reports on Infill Thinking during the past 90 days (the top twenty of which are highlighted below) For Lium data plan clients, we updated dozens of data products during the quarter As ranked by the number …

Since no one knows exactly where oil prices are headed next, we’ve been talking with folks about the goldilocks zone for OFS and E&P… 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 …

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 …