Infill Thoughts

$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 …

Read More »

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 …

Read More »

Pre-War Oilfield Baseline 2/3: The 2026 E&P Budgets

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 …

Read More »

Pre-War Oilfield Baseline 1/3: The 2026 Production Outlook

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 …

Read More »

Wellsite Storage Piles For Dry Sand?

A novel last mile concept in the works? 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 …

Read More »

ProPetro’s Predictive Pressure Pumping Points

Get the latest market outlook for a key Permian frac player. 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, …

Read More »

Super Major Shale Plans…

This week, we share thoughts on what the big guys are doing in shale 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. If you are new to Infill Thinking, …

Read More »

Nat Gas Basin Fracing – A Half Dozen Notable Nuggets

Here are 7 quick hits on the frac markets in gas basins… 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 …

Read More »