• Welcome to Infill Thinking

Infill ThinkingInfill Thinking Lifting the O&G knowledge curve

Infill Thinking
  • Home
  • Member Area
    • Posts
    • Thinking Aloud Forum
    • Think Sheets®
  • Membership Info
    • Subscription Details
  • About
    • Our Team
    • Thought Leadership
    • The Mission
    • Independence
    • Founder’s Welcome
    • Contact Us
  • Speaking & Consulting
  • Free Thinking

Tag Archives: capital

Spring Redetermination Season – E&P Borrowing Base Datapoints

June 10, 2025 Infill Thoughts

Read More »

Exxon Unveils More Detail On Their Pet Coke Proppant – Cost, Supply Chain, Scale, Patents, And Effects

December 12, 2024 Infill Thoughts

Read More »

A Look At E&P Breakevens Given Oil Price Volatility & Talk About Inventory Preservation

March 28, 2023 Infill Thoughts

Read More »

March Madness – Frac Stocks Getting Crushed This Month [Chart Of The Day]

March 24, 2023 Thinking Ahead

Read More »

Substitute For Organic Growth? Public E&Ps Ramped Up Their Capital Outlay Buying Private Shale E&Ps In 2022

December 6, 2022 Infill Thoughts

Read More »

So Much For Capital Discipline… E&Ps Repeatedly Hiked 2022 Budgets & Completed More Wells As Costs Soared

December 2, 2022 Quick Thoughts

Read More »

New Entrants In OFS During 2018 Seem Focused On The Same Opportunity Their Predecessors Targeted In 2017…

January 19, 2018 Quick Thoughts

Read More »

As The Fed Climbs Out Of The Interest Rate Crevasse, O&G Implications Are Mixed

December 14, 2016 Infill Thoughts

Read More »

INFILL THINKING SINCE 2016

Distilling the complex oilfield business into updates that really matter. No noise. No clutter.

PREMIUM SERVICES

  • To Join Now, Drop Us An Email
  • Member Area
  • Membership Info
  • Discounted Group Rates

ACCOUNT

Sign in

SEARCH ARCHIVES

TOPICS

bhge bhge rig count boots on the ground capex completions data drilling drilling trends e&p earnings season frac frac sand frac spread count frac supply chain land rig last mile last mile logistics local sand logistics m&a nam drilling nam onshore oilfield service oilfield water onshore drilling onshore rig outlook permian permian basin pressure pumping primary vision produced water proppant rig count rigs sand shale supply supply chain trends trucking us drilling us land rigs water wet sand

POLICY

  • Terms & Conditions
  • Subscription
  • Privacy
  • Inquiries & Support

TIMELINE

  • October 23, 2026

    Thoughts On Frac Crews Catching Up To Rigs [Chart of the Day]

  • October 23, 2026

    We Talked. Now They’re Talking. How Do Our Frac Trends Compare To OFS Company Statements?

  • October 23, 2026

    Liberty Going For Price In Frac Now As E&Ps Ride Oil Realizations And Frac Fuel Savings

  • October 20, 2026

    Halliburton Assumes 2027 Will Be A Flat Year In Frac

  • October 18, 2026

    Live From Pittsburgh, A Look At Appalachian Frac Crews & Completions Activity Trends

Subscribe or Sign In | Terms | Privacy | Contact | Follow
© Copyright 2026 Infill Thinking LLC. All Rights Reserved