Liberty’s CEO Ron Gusek talked frac market conditions this week and we digested the key frac datapoints and forecasts here… 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 …
Read More »Halliburton Describes “Bumpy” North America Recovery, Focuses On Int’l Growth Opportunities
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 »7 Themes To Watch When Oilfield Earnings Season Starts Next Week…
Quick thoughts previewing some oilfield themes we are tuning into oilfield earnings calls for over the next couple of weeks… 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 …
Read More »The Top 25 Oilfield Research Reports & Themes Of 2Q26
2Q26 Research Product Summary Infill Thinking members received 25 e-newsletters over the past 90 days We published 72 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 …
Read More »Sand Buyers Should Adopt This New Cost Calculus As Strained South Texas Mines Start Hot Loading
I know what you’re thinking… ANOTHER Eagle Ford sand tightness report from InfillThinking.com? We’ve written several times on the Eagle Ford sand struggles over the past couple of months. We also warned of more Eagle Ford sand price upside when we published our new frac sand price assessment earlier this …
Read More »Frac Sand Pricing Update [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 »The Latest D&C Trends [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 »Here’s How US Shale Executives See Oilfield Inflation Trends [Voice Of The Industry]
Our year-end market survey is in the books! See how your peers responded to the open ended questions at the end in this 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 …
Read More »Quantifying XOM’s Petcoke Proppant Push [Data Alert]
In this report, see how to access the data and read 5 key takeaways on Exxon’s petcoke proppant push… 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 »Sand Mine’s Statement On Dry Sand Process & Quality
The Permian frac supply chain is buzzing about a potential sand processing development… 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 …
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