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 …

A sand mine is making a bold and unprecedented play in the Northern Delaware… and we’ve got an exclusive scoop with all the deals ahead of them opening up capacity to the market in an ‘Open Season’ marketing process that is not typical of this sector… There’s a lot more …

We’ve recently had a few inbound questions from Infill Thinking members about refracs. This is something that has always hung around in the background of the completions business – gets some buzz occasionally, but remains a relatively small (dare we say immaterial) part of the overall completions space. In this …

In an Infill Thinking data update, we take a look at what’s left in the tank 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 …

In an Infill Thinking data update, we take a look at what’s left in the tank 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 …

Thoughts 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 …

On the surface, things look calm and steady but the devil’s in the details… 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 …

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 …

We look forward to meeting up with industry friends next Friday in Houston for a sand market discussion here’s a preview on what we’ll be talking about. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

Thoughts on frac stock price performance… 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 …