In a matter-of-fact manner, we summarized key points from Halliburton’s conference call today in this report. But we also wanted to take a bit more of an analytical approach and compare what HAL said today vs. our recent research from field checks, anecdotes, and data. That’s what you’ll find in …
Read More »Was 1Q26 The Cycle Bottom? [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 »Halliburton Says There Is No More Frac Calendar White Space Through June
HAL’s CEO had a lot to say about the frac outlook this week and here’s what caught our ear… 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 …
Read More »How Many More Active Frac Crews Would $75 & $100 Oil Bring? [Chart of the Day]
A fresh take on predictive data for the oilfield… 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 Latest Frac Sand Pricing Trends [Data Alert]
Vital frac supply chain data for buyers and sellers and capital allocators. 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 »Divergent Data – Bridging The Marcellus Lateral Gap [Chart of the Day]
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 …
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Infill Thinking Lifting the O&G knowledge curve