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 …
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Middle East Combat Could Reshape The U.S. 2026 Oilfield Outlook — Initial Thoughts In The Fog Of War…
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 …
Read More »Checking In On Smart Sand As They Enjoy Macro Tailwinds And Refresh Their Last Mile Kit
We digest new datapoints from a NWS leader… 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 email us …
Read More »Wellsite Storage Piles For Dry Sand?
A novel last mile concept in the works? 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 email us …
Read More »When Sand “Goes Down Crunchy” & Other E&P Hot Takes On Their Frac Supply Chains…
Here are some interesting things operators are saying about their frac supply chain… 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 …
Read More »Atlas Focuses On Taking Market Share In Opaque & Challenging Permian Sandscape
Sand market takeaways we learned from the latest Atlas earnings report… 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, …
Read More »ProPetro’s Predictive Pressure Pumping Points
Get the latest market outlook for a key Permian frac player. 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, …
Read More »Super Major Shale Plans…
This week, we share thoughts on what the big guys are doing in shale this year… 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, …
Read More »Nat Gas Basin Fracing – A Half Dozen Notable Nuggets
Here are 7 quick hits on the frac markets in gas basins… 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 …
Read More »In Other News… OFS Bankruptcy, LWP Debate, Bakken Optimization, No Permian Peak?, & More…
Several quick hits of note if you work in the L48 oilfield… 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 …
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Infill Thinking Lifting the O&G knowledge curve