Thinking Ahead

Analysis and context for US frac sand supply 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 …

After a recent report, we got some inbounds from multiple readers asking the same question, so here you go! 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 …

  After a recent report, we got some inbounds from multiple readers asking the same question, so here you go! 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 …

Analysis and context for Marcellus drilling and completions demand as another operator cuts back. 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 …

Here we think ahead about what the gas rig count could do… 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 …

We analyze what will be one of the top E&P themes of 2024 in shale. 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 …

Here we catch up on how gas-focused E&P plans are adapting to the rapid collapse of natural gas prices so far 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. …

Happy New Year 2024! Our 2023 predictions from a year ago didn’t do too badly (link), so here we go again peering into the crystal ball. Here are 10 predictions on what’s coming next in the oilfield marketplace… There’s a lot more to this story… Login to see the full …

  Oil production trends shouldn’t be terribly surprising if you are watching the right metrics. In this update we talk about the metrics and quantify them monthly y/y as well as discuss structural changes in shale that are driving tight oil resiliency. There’s a lot more to this story… Login …

  Data driven insights that provide a leading indicator for completions activity by operator and basin over the next 3-6 months. 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 …