Infill Thoughts

90 Days Later… NGL Is Digesting Mesquite

We provide an update on a northern Delaware Basin water behemoth, which was created through M&A this May. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive …

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Fort Worth Member Meet-Up This Wednesday

Calling all DFW-area Infill Thinking members: we’d like to buy you a mid-morning coffee, shake your hand and chat oilfield trends with you. We look forward to networking with Infill Thinking members over coffee in Downtown Fort Worth in mid-August (this event is included with your membership). Login to see …

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Thinking Through The 2H19 E&P Spending Setup [Chart Of The Day]

After updating our company-by-company E&P capex model this week, we’ve concluded that… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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Differentiated Logistics Play First Fiddle At Hi-Crush

17 photographs of physical operations appear in the new Hi-Crush slide deck released alongside their earnings report on Tuesday evening. 10 of these images depict… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

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