Here’s what you need to know about ProFrac’s approach to the market and latest 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 Infill Thinking, or …
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Atlas Shares A Recovery Roadmap: Pricing Yes, V-Shape Activity No
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 »First A Major & Now An Independent Are Growing The Permian D&C Budget
E&P capex is starting to move… 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 to discuss …
Read More »Inflation Is Back In The Oilfield! Company Takes On Well Cost Drivers…
Where will well costs go from here? 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 to …
Read More »Only 1 Of 4 Super Majors Will Raise The Permian Budget Right Now…
What are the big boys doing in shale? 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 »Assessing April Data On A D&C Leading Indicator [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 »ProPetro Getting Pricing Traction In Frac, Says People Are The Next Bottleneck
Here’s the latest frac outlook thoughts from a Permian pumping 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, …
Read More »Lateral Lengths Vs. Sand Loadings – A Quick Look At Appalachian Frac Trends
In Appalachia, we find a divergence tells a very interesting story… 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 »WTI Is Now $75/bbl Twelve Months Out! [Chart Of The Day]
Oil prices are flashing green signal lights to L48 E&Ps where short cycle barrels are theirs for the taking… 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 »NexTier Is Raising Frac Prices And Hiring For The U.S. D&C Market Inflection
This week, we digested an update from a frac market 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, …
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Infill Thinking Lifting the O&G knowledge curve