Infill Thoughts

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, …

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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 …

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A Mixed Bag Of D&C Signals In 1Q26 [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, …

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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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