We are excited today to share the E&P portion of the results of our well-attended industry marketplace survey about the year-ahead outlook… 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 …
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Mid-Year 2024 Oilfield Survey Results Are In! [Charts]
We are excited today to share the results of our well-attended industry marketplace survey about the oilfield outlook… 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 …
Read More »Permian Permits Perk Up [CHART OF THE DAY]
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 …
Read More »The Risk/Reward Profile Of OFS Investing Today [Voice Of The Industry With AI-Enhanced Sentiment Data]
Infill Thinking members are smart! In this post, you can read their answers to one of two open-ended questions asked in mid-year 2024 outlook survey. 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 …
Read More »What Will E&P M&A Do To The OFS Markets? [Voice Of The Industry With AI-Enhanced Sentiment Data]
Infill Thinking members are smart! In this post, you can read their answers to one of two open-ended questions asked in mid-year 2024 outlook survey. 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 …
Read More »If You Are A Frac Sand Producer, Why Dig A Hole Just To Dig A Hole?
Last week, we wrote about how some last mile customers have started demanding zero or negative margin rates from trucking service providers (see here). Now Permian frac sand suppliers are getting similar requests. In this post we discuss how price gouging at the high and low points of cycles …
Read More »Invitation To Think With Us – Our Mid-Year US Oilfield Market Survey Is Live
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next”. 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 …
Read More »Provider Implications In This Week’s E&P M&A Deal – Matador / Ameredev
Data-driven context for OFS implications in the MTDR/Ameredev M&A deal. 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 …
Read More »With Big Savings In The Bag, Truck Customers Should Take The Win And Reconsider Values Before It’s A Pyrrhic Victory – Lowball Loads Aren’t Safe, Reliable, Or Sustainable
Thoughts on buyer behavior in frac supply chain – take the win, don’t turn it into a pyrrhic victory! 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 »Oilfield Water IPO Underscores The Unique Relationship Between Land & Produced Water
New disclosures shed light on an interesting concept in oilfield water management. 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 …
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