Infill Thoughts

Violent volatility in the commodity markets in 1H25 is starting to manifest in less oil 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, …

Now that’s a big old pile of sand! 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 …

By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next”. 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 …

  2Q25 Summary Infill Thinking members received 25 e-newsletters containing 65 new original research reports during the past 90 days Macro headlines dominated the oilfield dialog and whipsawed the outlook – Infill Thinking provided regular analysis of the fast evolving conditions including context from our proprietary data as well as …

The geopolitical risk premium came back in the crude oil markets. But was it just a June phemonon? Where do we go from here if we are an oilfield market participant? Thoughts and analysis as we follow what it means for L48 E&P… There’s a lot more to this story… …

Our data team shares a data tool for understanding consolidation. 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 …

An important indication that despite violent volatility in commodity markets, the actual activity on the ground is less theatrical. 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 …

What’s happening on the ground in key L48 oil basins as commodity prices move higher? 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 …

The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Thoughts and analysis as we follow what it means for L48 E&P… There’s a lot more to this story… Login to see the full update…  To read …

A massive paradigm shift is in the works that will affect Texas frac sand in a huge way, just not as quickly as expected it seems… 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 …