Thinking Ahead

Dust off your downturn playbooks… we are on the verge of the most uncertain earnings season since Covid… 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 …

  This Wednesday, we look forward to seeing many Infill Thinking members again in person again for the Petroleum Connection’s 10th Annual Frac Sand Industry Update Conference at the Petroleum Club in Houston. They may still have some last minute passes if you haven’t registered yet (click here). Infill Thinking …

TGIF… what a wild week in the economy. In this report, an update on what happened, what we are hearing from our industry contacts, and some initial thoughts as we reassess our own oilfield outlook. There’s a lot more to this story…  Login to see the full update…  To read …

  As we explain below, we estimate that to meet the full incremental demand estimate of planned LNG export capacity in the region, Haynesville rigs, frac crews and sand volume would each need to… There’s a lot more to this story…  Login to see the full update…  To read this …

Thinking ahead about the most important emerging debate in the shale outlook with the benefit of premium data from Lium… 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 …

Thinking ahead about the most important emerging debate in the shale outlook with the benefit of premium data from Lium… 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 …

Data driven context for rig count outlook… 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 …

  Last year during conference calls with investors, Chevron’s top brass made a hint that their words last Friday now confirm… 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 …

This report started out as a “Infill Thinking Predictions” piece about the new year. But that’s boring…. Most folks already know that 2025 is starting with flattish D&C fundamentals oversupply in OFS markets. So we pivoted… Here are 10 bold, game changing possibilities that we see business logic for but …

A buzzy theme for 2025 in oilfield service will be ways to play the power opportunity for companies historically more focused on well completions service. 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 …