This week, we have an update on a super major who is a key customer in the Permian 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 »Infill Thinking’s 2026 Oilfield Market Outlook Survey Is Live!
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 …
Read More »A 1st Peek At Frac Customer Plans For Next Year… [DATA ALERT]
This week, we have an update on E&P spending trends… 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 »The Rumors WERE True… It’s Another E&P M&A Monday… OFS Context
E&P rumors we analyzed from an OFS perspective two weeks ago panned out today… 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 »A Primer On The New Epicenter Of 2026 Greenfield Frac Sand Plant Construction
Two frac sand producers are eyeing a new play. We dive in with detailed and in-depth data-driven analysis to help you get up to speed on what’s going on there… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Frac Sand Buyers: Haynesville [Chart Of The Day]
Here we bring you a data-driven view of sand buyers. 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 »OFS Context For The Latest E&P M&A Speculation
Data context on the latest M&A rumblings… 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 us to …
Read More »Frac Sand Buyers: MidCon [Chart Of The Day]
Here we bring you a data-driven view of sand buyers. 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 »Frac Sand Buyers: Eagle Ford [Chart Of The Day]
Here we bring you an data-driven view of sand buyers. 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 »2025 Is Still Missing Its “Signature Deal” In U.S. E&P [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 »
Infill Thinking Lifting the O&G knowledge curve