Infill Thoughts

Susan Murphy knows OCTG. She is also a repeat contributor to Infill Thinking’s Friday guest post series and a fellow “petro-nerd” who we always enjoy comparing notes with on oilfield trends. Here’s how she sees the business climate in this important vertical as 2019 gets underway… There’s a lot more …

Infill Thinking learned about a new midstream concept for Permian Basin frac sand logistics that was later discussed publicly for the first time. 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. …

In our regular weekly update this week we take a look at a potential capacity injection from the north. 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 …

Our series of takeaways from a week invested in the Permian Basin gathering firsthand intel continues with this update. 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 …

About 50 Infill Thinking members came out for our first meet-up of 2019 in Houston in early February. It was a great time. Now we have two more exciting member networking events on the schedule: Permian and Dallas! Login to get the details… There’s a lot more to this story… …

Over the past several days, E&P capex budget news has been categorically negative. Some of the biggest cuts we’ve seen yet have been announced while other E&Ps have cut back their preliminary 2019 spending guidance. Check out the latest budgets and totals we are are tracking here… There’s a lot …

Our team’s week in the Permian Basin is flying by, and our notepad is filling up with boots-on-the-ground research takeaways. Here is our first round of observations from the world’s busiest oilfield… There’s a lot more to this story… Login to see the full update…  To read this update and …

Talent is shifting. And it’s doing so with implications for value, trends and competitive dynamics. Here are the moves you need to know about… 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 …

Each week we break down the rig count. Everyone can get their hands on the standard Baker Hughes rig count, but no one processes it week in and week out like the team here at Infill Thinking. And since we are spending a full week reporting from the road in …

A couple job openings posted online late last week caught our eye and tipped us off on a new development that may have been occurring under the radar. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …