Infill Thoughts

Merger Monday – OFS Context For The Latest E&P Mega-deal…

Another big E&P merger is on the newswires today… here’s context to help you assess the impact… 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 …

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Frac Activity Updates & Forecasts From 2 Public Pressure Pumpers

In this update we analyze pressure pumping 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 us …

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The Struggle Is Real [Slide Deck Alert]

Data Alert: today our data clients are invited to download our latest slides on oilfield data trends (here). Titled The Struggle Is Real, the presentation documents current conditions, recent trends, and the 2026 outlook from our many industry-leading data products covering shale OFS supply, demand, activity indicators, and pricing. Some …

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Midland Basin Leads the Super-Long Lateral Boom

Analysis on the epicenter of the super long lateral horizontal 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 be a member. If you are new to Infill Thinking, or your membership has expired, …

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OFS Context For The Latest E&P M&A Rumor…

The press thinks another big E&P merger might be close at hand. Here’s what you should know from our unique vantage point on the potential tie-up… 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 …

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Our Top 25 Reports Of 2025

Happy New Year 2026 to the shale industry! During 2025, Infill Thinking members: saw 278 original research updates, received 96 members-only email newsletters, accessed unique proprietary data under the Lium Data Plan, benefitted from multiple field trips we conducted to report firsthand observations on frac jobs and supply chain activity… including …

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