Infill Thoughts

Public Oilfield Service firms start talking to investors next week. Here are 10 things we are listening for… 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 …

Tracking data center buzz 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 to discuss …

Any new mines among the dunes? 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 …

Here we bring you an data-driven view of sand buyers. 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 …

Takeaways from time well spent in Midland Texas this week at the big power conference. 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 …

3Q25 Summary Infill Thinking members received 22 e-newsletters containing 67 new original research reports during the past 90 days For Lium data plan clients, we updated dozens of data products during the quarter As always, thank you for reading – it is our great honor to write for you! In …

  Interesting datapoint this week, we break it down…. 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 …

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 …

A hot research topic at Infill Thinking this year has been the intersection of mobile power gen and oilfield service. We invite readers to join us at a new event coming up soon in the Permian that will dive deep into electrification trends, risks and opportunities. In this report, we …

the latest in a new regulatory risk for a critical path labor pool that we have been monitoring in the oilfield 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. …