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 …
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A Big Frac Efficiency Gain Datapoint With Additional Color On The Job From Our Field Checks…
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 …
Read More »Well At Least This Key Metric Isn’t Falling As Fast As Before… [CHART OF THE DAY]
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 …
Read More »500+ Permian Power Players Will Meet In Midland In 10 Days [Event Preview]
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 …
Read More »ICE Is Cooling Capacity In A Key Frac Supply Chain Link – Another Datapoint In The Narrative Detering Drivers…
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. …
Read More »2025 Is Still Missing Its “Signature Deal” In U.S. E&P [Data Alert]
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 …
Read More »Some Notable Things Oilfield CEOs Said (And Didn’t Say) To Investors About The L48 Market
They talk, we listen… 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 our current …
Read More »Frac RFP Watch [Chart Of The Day]
In this update, we discuss Permian completion RFP trends… 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 …
Read More »Pet Coke Well Update [Data Alert]
In this update, we’ve unearthed new data on the newest technical trend in proppant… 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 …
Read More »A Frac Sand Defendant Fires Back…
Both sides of an important frac sand case are now public and will have their day in court. We discuss the latest details in the case… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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Infill Thinking Lifting the O&G knowledge curve