By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. Before we look ahead though, let’s take a minute to look back on how far we’ve come this year. There’s a lot more to this …
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2022 US Oilfield Outlook Survey – Upcycle Maturation
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new 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 …
Read More »Shale E&P “Treadmill” Effect Bodes Well For Commodity Prices & OFS In 2022
During 3Q21, a key shale trend stands out that gives increasing conviction in oil and nat gas price strength as well as oilfield service activity in 2022. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Drilling Inefficiency Is Distorting Rig Count Impact On Frac Demand [Chart Of The Day]
If you are looking at the rig count going up every week and thinking that translates 1:1 to frac increases, think again… 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 …
Read More »Screening Earnings For Frac Sand Market Intel
This earnings season, sand talking points were fairly muted as supply chain comments were more focused on big picture inflationary trends and constraints (there are more urgent items for procurement teams than sand lately). That said, among our contacts “offline” the discussion around sand is… There’s a lot more to …
Read More »New Datapoints That Advance The U.S. Oilfield Water Narrative
One thing we found interesting this earnings season was that nobody talked about the…. 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 …
Read More »Who’s Drilling The Wells You Frac?
Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 »“Permianflation” & Fleet Tracking Part Two
Following up on two recent pieces of high value research with more datapotins further to the trends. 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 …
Read More »Counting Frac Crews & Rigs By Company
Counting, counting, counting all the crews, one by one they add up! 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 »10% Upside To Rig Count In 4Q21 E&Ps Say
Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …
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