With earnings season winding down, we were curious to take a look at the conversation in the L48 onshore oilfield about one of the hottest macro trends in the world today… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Some Inside Baseball On Powering & Building The BIGGEST Data Centers
As more and more OFS firms eye the AI data center buildout as an opportunity for mobile power gen solutions, we wanted to highlight a unique play-by-play on the construction of a cutting-edge data center project. There’s a lot more to this story… Login to see the full update… To …
Read More »Patterson-UTI CEO Shares In-Depth Thoughts On Power Diversification Strategy
This week, we gained a deeper understanding of how an OFS leader is thinking about power… 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 »Liberty Responds (Indirectly) To A Peer’s Sweeping Supply Chain Reform With Their Own View On The Topic
An interesting conversation was had on Liberty’s earnings conference call this week that is directly related to a recent Infill Thinking exclusive report. 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. …
Read More »A Cryptic Capacity Cliffhanger And Artificial Intelligence For The Last Mile [2 Must-See LinkedIn Posts]
On Thursday afternoon, we gathered some market intel from LinkedIn posts. One left us with more questions than answers, and one got us thinking about last mile logistics optimization and truck reduction. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Henry Ford Didn’t Build A Faster Horse And Neither Should You – 3 Big Data Mistakes The Oilfield Keeps Making [Guest Post]
The big data hype machine can be powerful, and it’s tempting to believe that building and maintaining an effective analytic capability is effortless, with limitless benefits. Today, every company in the oilfield is in the midst of a tech / big data / automation overhaul. In this guest post, Steve …
Read More »