Infill Thoughts

Want to know what to expect for the rest of the year in the US onshore oilfield? This data-driven update is a must read… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …

As bad as things have been in the US drilling market, Canada has been a real slog this year. In this update, we provide a short briefing on trends there and what could come next… Login to see the full update… To read this update and receive our research newsletters, …

When frac customers talk, we listen. And here’s what we are hearing about their frac supply chains… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …

And the big buzzword in E&P this earning season is….??? There’s several, but… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and …

3Q20 was an up quarter sequentially in the proppant industry. We estimate demand increased x-x% from the 2Q20 bottom. But not all mines are sharing equally as volume edges upwards off the bottom… Login to see the full update… To read this update and receive our research newsletters, you must …

After writing about so called “ESG land drilling rigs” several times in recent rig count updates, we had a chance to catch up with a pioneer at the cutting edge of the ESG rig technological push this week. Here’s what we learned… Login to see the full update… To read …

Our quick takeaways relevant to the broader frac supply chain market from… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

An interesting conversation was had on Liberty’s earnings conference call this week that is directly related to a recent Infill Thinking exclusive report. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew …

In addition to the in-depth updates published so far during this week in the frac life, these quick hits also crossed our desk and are worthy of a mention… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …

A couple weeks ago, Infill Thinking published an update on grid-powered rigs picking up steam as operators seek to cut emissions. Subsequently, the topic became a central point of interest during…. Login to see the full update… To read this update and receive our research newsletters, you must be a …