With another earnings season upon us, we share some data on a theme that we expect multiple companies to discuss this quarter.. 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 »New Slide Deck On Oilfield Trends & Monthly Shale Activity [Data Alert]
Our data team shares a data tool for understanding consolidation. 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 …
Read More »Ultrafine Microproppant vs. Raw Sand Is Not A Zero Sum Game… In Fact, It Might Be Just The Opposite!
Raw sand guys like it when E&Ps pump raw sand, but they might like it when E&Ps pump this specialty product too! 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. …
Read More »What E&Ps Cut Their Budgets For $60 Oil And How Much? [Chart Of The Day]
With the oil markets taking a turn for the better, we take a look at who reacted the most when conditions were worse. 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 »Weakness Is Not Yet Showing Up In Activity [Data Alert]
Today, we refreshed a must-have shale database tracking some key metrics in the L48 shale surface markets. 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 Tea Leaves Aren’t Showing Shale Slowdown Signals… Yet… [CHARTS OF THE DAY]
You need to see this leading indicator data for drilling. 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 …
Read More »1Q25 Key Themes And March Shale Activity [Data Alert]
Today, we refreshed a must-have shale database tracking some key metrics in the L48 shale surface markets. We also shared analysis of key oilfield market themes from 1Q25… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Frac Crews Have Never Been This Efficient [Chart & Data Alert]
In this update, a data driven look at frac 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 has expired, please email …
Read More »Ranking The U.S. Shale Plays By Private E&P Concentration
In this update, a data driven look at operators in a new way… 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 »The Busiest Private E&Ps In Each Basin [List]
In this update, a data driven look at shale plays and E&P operators in a new way… 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 …
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