Thinking Ahead

  We are looking forward to getting a read on how the US shale industry is responding to higher oil prices when oilfield service 1Q26 earnings calls kick off next week…   There’s a lot more to this story… Login to see the full update…  To read this update and …

We are participating in two upcoming oilfield industry events that we think many Infill Thinking members would benefit from attending. Each will give us a chance to get a read on how various segments of the US O&G industry is responding to the sudden increase in oil prices. In this …

Since no one knows exactly where oil prices are headed next, we’ve been talking with folks about the goldilocks zone for OFS and E&P… 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 …

Over the weekend, it felt like oil was going to $200 as President Trump escalated. And Monday morning, WTI was down 10% to $88 as President Trump de-escalated. It’s gotta be real tough to make a living predicting geopolitics these days! It’s also gotta be tough for E&Ps to make …

On Tuesday next week, we look forward to seeing many Infill Thinking members in person again for the Petroleum Connection’ 11th Annual Frac Sand Industry Update at the Houston Petroleum Club. Our Lium Research / Infill Thinking team is excited about several discussions we’ll participate in on the conference stage, …

Will this oil price rip trigger a margin expansion story in oilfield service? Here we discuss some recent data points we’ve collected from the field, plus context from many years of covering OFS cycles – we’ve seen this movie before! There’s a lot more to this story… Login to see …

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 …

In this related report earlier this month, we previewed some key 2026 shale data themes. But as you know, seldom does a year go by without some big twists and turns in the oilfield narrative. So for this piece we white-boarded some plot twists that are plausible but not consensus…. …

A data-driven look at a key trend in Permian frac 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, …

With the new year underway, here are 10 big picture shale market themes we are watching. These aren’t our forecasts. Those were shared here for data clients in December. But these 10 themes are some powerful overarching themes that will shape where the industry goes this year, and how firms …