Thinking Ahead

We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 week, the trend in “sand per well” (aka proppant intensity) has been on our mind. Here is data on where we’ve been, where we are, settling a 10 year old debate, and even a quote from Confucius to complete the thought… There’s a lot more to this story… Login …

Field checks reveal a warning for the Permian frac supply chain from a gassy basin due east… 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 …

With the rubber hitting the road on 2027 budget planning, OFS and E&P CEOs converged in New York last week for the annual Barclays energy investor conference. Here’s what stood out to us in publicly available transcripts emanating from the event… There’s a lot more to this story… Login to …

When Pecos AI booms, what happens to the rest of the oilfield? 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 …

A look at the Mag 7 powered land rush in Pecos and a scoop on a potential project yet to be announced…. 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 …

Several quick hits of note if you work in the L48 oilfield… 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 …

Quick thoughts previewing some oilfield themes we are tuning into oilfield earnings calls for over the next couple of weeks… 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 …

Lot’s to talk about in the Permian Sand business… 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 …

Ascent Resources has long been a coveted unclaimed prize in Appalachia — so why can’t anyone close the deal, and who (if anyone) finally will? 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 …