Forget the old boom-and-bust oil game… in 2026 the Public E&Ps aren’t chasing barrels (yet), they’re printing cash. 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 …
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One Oil Basin’s Frac Supply Chain Is Tightening More Than The Others… So Far…
We did a new round of channel checks in one of the Texas Big 2 tight oil basins this week… 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 …
Read More »Quick Update On The Core Haynesville’s Damp Sand Leader
We caught up with a private sand mine operator… 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 …
Read More »The Oil Price That The U.S. Oilfield Actually Wants Might Surprise You… [Survey Results]
Since no one knows exactly where oil prices are headed next, we’ve been talking with folks about the goldilocks zone for OFS and E&P… 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 »Drilling Inventory: The Permian’s Hidden Scoreboard [CHART OF THE DAY]
Inventory has become a must-have KPI for screening E&P companies — and for good reason. 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 …
Read More »The Oil Price “Goldilocks” Zone For The U.S. Oilfield
Since no one knows exactly where oil prices are headed next, we’ve been talking with folks about the goldilocks zone for OFS and E&P… 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 »Is the Slow Start For Frac In 2026 On The Verge Of Upshifting? [Shale Monthly Activity Data Alert]
In this data alert, see an interesting observation from a new data release just added for data subscribers… 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 …
Read More »A Few Initial Quick Hits From Houston Conversations With Frac Folks This Week…
Quick hits from conversations with industry contacts in Houston this morning… 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 »The Permian Simulfrac Trend Is Maturing [CHART OF THE DAY]
In this data driven post, we discuss the trend in Permian simulfrac activity. 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 »Eagle Ford Local Sand Supply Update [DATA ALERT]
This week, we have an update on local sand mining activity… 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 »2026 Formal Shale Capex Budget Analysis Pre-War [DATA ALERT]
Login to see data takeaways from another collection effort by our top tier data team! 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 …
Read More »Gas Land Capex: The Call Option In A Bull Market [CHART OF THE DAY]
In this data driven post, we discuss the trends in a key oilfield activity driver. 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 …
Read More »Built for the Downcycle: Less Iron, More Impact [Shale Monthly Activity Data Alert]
In this data alert, see interesting observations from a new data release just made for data subscribers… 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 »Haynesville Sand Supply Update [DATA ALERT]
This week, we have an update on local sand mining activity… 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 »MidCon Demand – The 2nd Largest Player Sells Out [CHART OF THE DAY]
This week, we have prepared for you a data-driven analysis on MidCon E&P buyer behavior and scale… 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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