Our research has turned up a notable downturn datapoint from the private pressure pumping world. 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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Frac Reacts To Trump’s Call For Enforcement Of Trucker English Requirements
We have been doing field checks with frac contacts about Trump’s big trucking executive order signed last week. What will this mean for frac supply chain? Read industry reaction and background here… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Catching Up On ProPetro And RPC
Although the mainstream press will focus on the massive spot oil price month move (shock and awe of $130/bbl post Biden\’s Russian oil embargo today), it\’s important to keep in mind the context of the…. There\’s a lot more to this story… Login to see the full update… To read …
Read More »SHALE SLUMP SIGNALS: Key Datapoints In 4th Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a Shale Macro Reaction Monitor. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to this story… Login to see the …
Read More »Tragic Eagle Ford Sand Fatality
We hate to write this update and our thoughts and prayers are with all involved and close to the worker. 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 …
Read More »Weakness Is Not Yet Showing Up In Activity [Data Alert]
Today, we refreshed a must-have shale database tracking some key metrics in the L48 shale surface markets. 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 »NexTier Customers Not Slowing Yet, But White Space Is Coming Unless Oil Rallies
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, …
Read More »SHALE SLUMP SIGNALS: Key Datapoints In 3rd Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a Shale Macro Reaction Monitor. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to this story… Login to see the …
Read More »Liberty’s Steadfast Outlook & New Details On A Wet Sand Mine Relationship
Infill Thinking covers read-through and takeaways from the first earnings release of 1Q25 OFS earnings season… 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 »Water You Doing May 5-7?
In just 2 weeks, hundreds of top execs in the U.S. oil industry are gathering – we encourage you to join us at the Irving Convention Center on May 5-7 for The 5th Annual Oilfield Water Markets Conference. This is the top conference left on the 2025 calendar for senior …
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