Lateral lengths are not all created equal in the Marcellus, and there is an interesting divide… 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 »See The Top 20 Oilfield Research Reports & Themes Of 1Q26 Here
1Q26 Summary Infill Thinking members received 23 e-newsletters We published 75 new original research reports on Infill Thinking during the past 90 days (the top twenty of which are highlighted below) For Lium data plan clients, we updated dozens of data products during the quarter As ranked by the number …
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 »5 Frac Market Anecdotes
Do you like real-world, real-time market anecdotes that you can’t get online (or with AI)? You’ve come to the right place! 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 …
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 »See You Next Week In Houston To Talk Frac, Supply Chain, Logistics & Completions!
On Tuesday next week, we look forward to seeing many Infill Thinking members in person again for the Petroleum Connection’ 11th Annual Frac Sand Industry Update at the Houston Petroleum Club. Our Lium Research / Infill Thinking team is excited about several discussions we’ll participate in on the conference stage, …
Read More »Is The Oilfield Service Pricing Pendulum Swinging Back To Service Providers?
Will this oil price rip trigger a margin expansion story in oilfield service? Here we discuss some recent data points we’ve collected from the field, plus context from many years of covering OFS cycles – we’ve seen this movie before! There’s a lot more to this story… Login to see …
Read More »“Final” Assessment Of Winter Storm Fern’s 1Q26 E&P Impact
What’s up with the weather? 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 our …
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Infill Thinking Lifting the O&G knowledge curve