Thinking Ahead

Context on what the latest E&P megadeal could mean for OFS… 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, …

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 …

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 …

Cost deflation has been a theme in the drilling and completions market this year, but one aspect of the frac supply chain is bucking the trend. 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 …

A sand mine made a bold and unprecedented offering in the Northern Delaware this summer. We checked in to see how it went over with customers… 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 …

We’ve looked a lot at mines vs. lizard in recent research, but what about D&C activity vs. the lizard? 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 …

It’s still pretty early for Public E&Ps to give formal 2024 budgets, but over the past several weeks, we’ve gotten ‘soft guidance’ on about a dozen E&P earnings calls. As a key takeaway, 2024 capex is… There’s a lot more to this story… Login to see the full update…  To …

Data on E&P spending for 2023… 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 …

A sand mine is making a bold and unprecedented play in the Northern Delaware… and we’ve got another exclusive scoop ahead of open season officially beginning tomorrow… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

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 …