Another big E&P merger is on the newswires today… here’s context to help you assess the impact… 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 …
Read More »The Struggle Is Real [Slide Deck Alert]
Data Alert: today our data clients are invited to download our latest slides on oilfield data trends (here). Titled The Struggle Is Real, the presentation documents current conditions, recent trends, and the 2026 outlook from our many industry-leading data products covering shale OFS supply, demand, activity indicators, and pricing. Some …
Read More »7 Key Points To Listen For As Oilfield Earnings Season Starts
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 »Midland Basin Leads the Super-Long Lateral Boom
Analysis on the epicenter of the super long lateral horizontal trend… 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, …
Read More »OFS Context For The Latest E&P M&A Rumor…
The press thinks another big E&P merger might be close at hand. Here’s what you should know from our unique vantage point on the potential tie-up… 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 …
Read More »2025 Shale Stats Summary & Final Shale Monthly Of The Year [Data Alert]
If you are working in the shale market place and you don’t have this data, it’s like you are flying blind. Don’t fly blind. 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 »Pet Coke Stocking Stuffers? Data Shows Some Promise [Data Alert]
In this update, we’ve unearthed new data on the newest technical trend in proppant… 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 …
Read More »Shale Super Cycle Vs. AI Super Cycle [Chart Of The Day]
Great context for shale over the years vs. the new AI data center power rush… 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 »How Many Vintage Frac Crews Would It Take To Keep Up With Today’s Count? [Chart Of The Day]
An eye-popping stat appeared in our deep dive data note to data clients today and we share it and some context 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 …
Read More »Consolidation Trends In Frac Service [Chart Of The Day]
Our data process gives us unique insights on D&C trends, and we dive into some of those 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 new …
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