Each Friday while oilfield uncertainty remains elevated, we will publish a new edition in our Shale Macro Reaction Monitor report series. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to …
Read More »SHALE SLUMP SIGNALS: Key Datapoints In 5th Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a Shale Macro Reaction Monitor. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to this story… Login to see the …
Read More »SHALE SLUMP SIGNALS: Key Datapoints In 4th Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a Shale Macro Reaction Monitor. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to this story… Login to see the …
Read More »SHALE SLUMP SIGNALS: Key Datapoints In 3rd Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a Shale Macro Reaction Monitor. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to this story… Login to see the …
Read More »5 Points From Our Field Checks As 2025 Begins – Sand NPT, 4Q Slowdown, 1Q Rebound, & More…
We checked in with a variety of oilfield market participants around the holidays and early days of 2025 to get a read on some key seasonal factors. 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 »First Look At 2025 Public E&P Budget Plans
Important addressable market update on the Lower 48 OFS sector. 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 »Shale Consolidation Kings [Charts Of The Day]
Insight on a less-talked about aspect of the E&P consolidation wave sweeping shale… 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 »So… Which Public E&Ps Are NOT Consolidating These Days? A Look At The Remnant Of Abstainers…
Insight on a less-talked about aspect of the E&P consolidation wave sweeping shale… 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 »1Q24 Was The Peak For Lower 48 Natural Gas E&P Spending This Year [Chart & Analysis]
With natural gas prices still depressed, here is a look at where gassy E&P activity is trending… 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 »E&P Operators Dial In 2024 Service Cost Expectations
2024 is almost here and most E&Ps are expecting to do more with less thanks to lower pricing from their service providers. 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 …
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