Infill Thoughts

Unique angles you’ll only find here on important oilfield stories

Liberty Looking For Growth After 1Q24

A key takeaway from Liberty’s earnings call this week was… 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 …

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More Sand, More Barrels [Chart Of The Day]

Data driven context for sand and oil correlation. 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 …

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Notes From The Road In Permian Part II

Earlier this week, we invested time putting boots on the ground in the Permian Basin. Between meeting with contacts, field trips and yard demos and drive-bys, we learned a lot. Here are a second batch of takeaways from our time on the road… There’s a lot more to this story… …

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