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 …
Read More »Frac Activity Returning To Normal After The Thaw [Post-Freeze Update]
Well… this arctic storm was even worse than advertised for the oilfield, mainly due to icy roads that halted frac in its tracks. Here’s the latest update on how activity was impacted and what’s next… There’s a lot more to this story… Login to see the full update… To read …
Read More »Consolidation Nation: Rumors, Roll-Ups, And Rising Sun Capital [Data Alert]
Our data team shares a data tool for understanding consolidation. 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 …
Read More »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 …
Read More »At Least Half The US Frac Fleet Forced To Stand Down [Post-Freeze Update]
Well… this arctic storm was even worse than advertised for the oilfield, mainly due to icy roads that halted frac in its tracks. In this report, we assess the upstream development activity impact. Basin-by-basin, here is some of what we are hearing in our field checks… There’s a lot more …
Read More »Pre-Freeze Update 2/2: A ‘Frac Blackout’ And Basin-By-Basin Situation Briefing…
Channel checks on basin-specific ops situations ahead of the looming oilfield freeze… 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 »Pre-Freeze Update 1/2: Common Threads In Our Channel Checks On Frac Preparations Across The Basins…
Channel checks on general ops response ahead of the looming oilfield freeze… 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 »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, …
Read More »The 1st Datapoints About The 1Q Rebound Are Pointing In The Right Direction [Chart of the Day]
A look at one of the leading indicators for frac TAM. 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 »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 …
Read More »Don’t Call It A Comeback, But The “Mom & Pops” Still Matter… [Chart of the Day]
A look at one of the defining underlying trends in D&C addressable market. 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 …
Read More »2026 Texas Sand Prices Picking Up Right Where 2025 Left Off… [Data Alert]
Vital frac supply chain data for buyers and sellers and capital allocators. 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 »2025 Shale Stats Summary & Final Shale Monthly Of The Year [Data Alert]
If you are working in the shale market place and you don’t have this data, it’s like you are flying blind. Don’t fly blind. 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 …
Read More »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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Infill Thinking Lifting the O&G knowledge curve