Infill Thoughts

Historical and projected spending trends in natural gas basins… 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 …

Want to know what to expect for the rest of the year in the US onshore oilfield? This data-driven update is a must read… 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 …

As bad as things have been in the US drilling market, Canada has been a real slog this year. In this update, we provide a short briefing on trends there and what could come next… There’s a lot more to this story… Login to see the full update…  To read …

When frac customers talk, we listen. And here’s what we are hearing about their frac supply chains… 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 …

And the big buzzword in E&P this earning season is….??? There’s several, but… 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 …

3Q20 was an up quarter sequentially in the proppant industry. We estimate demand increased x-x% from the 2Q20 bottom. But not all mines are sharing equally as volume edges upwards off the bottom… There’s a lot more to this story… Login to see the full update…  To read this update …

After writing about so called “ESG land drilling rigs” several times in recent rig count updates, we had a chance to catch up with a pioneer at the cutting edge of the ESG rig technological push this week. Here’s what we learned… There’s a lot more to this story… Login …

Our quick takeaways relevant to the broader frac supply chain market from… 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 …

An interesting conversation was had on Liberty’s earnings conference call this week that is directly related to a recent Infill Thinking exclusive report. 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. …

In addition to the in-depth updates published so far during this week in the frac life, these quick hits also crossed our desk and are worthy of a mention… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …