Infill Thoughts

What’s happening on the ground in key L48 oil basins as commodity prices move higher? 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 …

The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Thoughts and analysis as we follow what it means for L48 E&P… There’s a lot more to this story… Login to see the full update…  To read …

A massive paradigm shift is in the works that will affect Texas frac sand in a huge way, just not as quickly as expected it seems… 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 …

Our data team shares a data tool for understanding consolidation. 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 …

The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Thoughts and analysis as we follow what it means for L48 E&P… There’s a lot more to this story… Login to see the full update…  To read …

  Raw sand guys like it when E&Ps pump raw sand, but they might like it when E&Ps pump this specialty product too! 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. …

  With the oil markets taking a turn for the better, we take a look at who reacted the most when conditions were worse. 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 …

The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

We examine some banking datapoints for shale E&Ps to gauge industry’s health and ability to continue forward with capex programs. 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 …