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Infill Thoughts

Unique angles you’ll only find here on important oilfield stories

More Good News. Further Evidence Supporting The Case For Bottoming And Reopening In The US Oilfield

June 5, 2020 Infill Thoughts

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Nowhere To Go But Up? Taking The Oilfield’s Pulse As The Dust Settles On An Epic Downturn

June 4, 2020 Infill Thoughts

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The US Oilfield Is Losing Focus On Pre-Existing Conditions. And It Can’t Afford To. [Charts Of The Day]

June 1, 2020 Infill Thoughts

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Eagle Ford Drilling Demand Blows Through Prior Cycle Lows In A Fraction Of The Time

June 1, 2020 Infill Thoughts

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Pandemic Opacity: The Names Missing From 1Q20 Earnings Season Roll Call Share A Common Trait

May 29, 2020 Infill Thoughts

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As The Texas Frac Fleet Sinks, Local Sand Capacity Rapidly Goes Offline [Chart Of The Day]

May 28, 2020 Infill Thoughts

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For The Permian Basin… Good News & Bad News

May 25, 2020 Infill Thoughts

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Oilfield Water M&A Charts Suddenly Awash In White Space [Charts Of The Day]

May 22, 2020 Infill Thoughts

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Is The Water Deal Pipe Going Dry? What WaterBridge Walking Away Says About E&P H2O System M&A

May 19, 2020 Infill Thoughts

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New Developments In The Newest Last Mile Legal Tussle

May 18, 2020 Infill Thoughts

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INFILL THINKING SINCE 2016

Distilling the complex oilfield business into updates that really matter. No noise. No clutter.

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TIMELINE

  • November 6, 2026

    A No Good, Really Bad Week For Oilfield Stocks As Wall Street Panic Sells Shale…

  • November 6, 2026

    ProFrac Says There’s Not Enough Frac Horsepower To Go Around In 2027 And Newbuild Discussions Are Starting

  • November 6, 2026

    Sand To Power: Tracking Atlas’s Evolving Business Mix [Chart Of The Day]

  • November 3, 2026

    Talking Off-grid Power & Produced Water At The Houstonian…

  • November 3, 2026

    EQT–Range: Measuring a Mega-Deal Against Nearly 300 M&A Transactions [Data Alert]

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