Infill Thoughts

Pivot Point Anecdotes

Scanning the channels for signs of a “change moment” in shale activity 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 …

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See The Top 20 Oilfield Research Reports & Themes Of 1Q26 Here

1Q26 Summary Infill Thinking members received 23 e-newsletters We published 75 new original research reports on Infill Thinking during the past 90 days (the top twenty of which are highlighted below) For Lium data plan clients, we updated dozens of data products during the quarter As ranked by the number …

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5 Frac Market Anecdotes

Do you like real-world, real-time market anecdotes that you can’t get online (or with AI)? You’ve come to the right place! 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 …

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Takeaways From An Industry Event On Energy For AI Data Centers

Some key points about the state of play in the power gen industry with a focus on data centers after catching up with industry friends at a conference… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

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$90 WTI!! Is It Drill Baby Drill Or Chill Baby Chill?

As oil prices surge, we ran some field checks to see how US onshore activity is responding. 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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Pre-War Oilfield Baseline 3/3: Activity Snapshot

The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

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