OFS addressable market trends as we digest the latest capex budget 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 …
Read More »First A Major & Now An Independent Are Growing The Permian D&C Budget
E&P capex is starting to move… 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 to discuss …
Read More »Only 1 Of 4 Super Majors Will Raise The Permian Budget Right Now…
What are the big boys doing in shale? 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 »Public E&Ps Broke The Boom / Bust Cycle, But Reinvestment Rates Re-enter The Conversation As Oil Prices Surge
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 …
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 »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, …
Read More »Here’s What A Permian Super Major CEO Told Wall Street About His Outlook Today
This week, we have an update on a super major who is a key customer in the Permian 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 1st Peek At Frac Customer Plans For Next Year… [DATA ALERT]
This week, we have an update on E&P spending 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 …
Read More »Thoughts On The Super Majors’ Mixed Shale Spending Appetite
What are the big boys doing in shale? 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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