• Welcome to Infill Thinking

Infill ThinkingInfill Thinking Lifting the O&G knowledge curve

Infill Thinking
  • Home
  • Member Area
    • Posts
    • Thinking Aloud Forum
    • Think Sheets®
  • Membership Info
    • Subscription Details
  • About
    • Our Team
    • Thought Leadership
    • The Mission
    • Independence
    • Founder’s Welcome
    • Contact Us
  • Speaking & Consulting
  • Free Thinking

Tag Archives: E&P spending

U.S. Public E&Ps Mostly Keep Their Foot On The Brakes… [Chart Of The Day]

May 12, 2026 Infill Thoughts

Read More »

A 1st Peek At Frac Customer Plans For Next Year… [DATA ALERT]

November 21, 2025 Quick Thoughts

Read More »

What’s Left In The Tank For 2025 In Shale? [DATA ALERT]

August 15, 2025 Quick Thoughts

Read More »

What’s Left In The Tank For 4Q24? [DATA ALERT]

November 12, 2024 Quick Thoughts

Read More »

We Reiterate A Warning About Shale E&P Capex [DATA ALERT]

August 13, 2024 Quick Thoughts

Read More »

Shale Consolidation Kings [Charts Of The Day]

July 16, 2024 Out Think

Read More »

So… Which Public E&Ps Are NOT Consolidating These Days? A Look At The Remnant Of Abstainers…

July 12, 2024 Out Think

Read More »

Mind The Gap – 4Q Budget Exhaustion Is A Red Flag This Year [DATA ALERT]

May 27, 2024 Quick Thoughts

Read More »

1Q24 Was The Peak For Lower 48 Natural Gas E&P Spending This Year [Chart & Analysis]

May 6, 2024 Quick Thoughts

Read More »

Shale Frac Crews Hitting Bottom Now? [Chart Of The Day]

October 3, 2023 Quick Thoughts

Read More »
Page 1 of 41234 »

INFILL THINKING SINCE 2016

Distilling the complex oilfield business into updates that really matter. No noise. No clutter.

PREMIUM SERVICES

  • To Join Now, Drop Us An Email
  • Member Area
  • Membership Info
  • Discounted Group Rates

ACCOUNT

Sign in

SEARCH ARCHIVES

TOPICS

bhge bhge rig count boots on the ground capex completions data drilling drilling trends e&p frac frac sand frac spread count frac supply chain land rig last mile last mile logistics local sand logistics m&a nam drilling nam onshore ofs oilfield service oilfield water onshore drilling onshore rig outlook permian permian basin pressure pumping primary vision produced water proppant rig count rigs sand shale supply supply chain trends trucking us drilling us land rigs water wet sand

POLICY

  • Terms & Conditions
  • Subscription
  • Privacy
  • Inquiries & Support

TIMELINE

  • October 30, 2026

    Chevron Captures $100 Million YTD With New AI Tools

  • October 30, 2026

    Frac Prices Are Recovering, But 2 Culprits We’ve Been Calling Out Hit Results

  • October 30, 2026

    For The First Time In A While, Pressure Pumpers Are Plugging Spot Exposure As A Good Thing

  • October 27, 2026

    People On The Move In The Frac Sand Space

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

Subscribe or Sign In | Terms | Privacy | Contact | Follow
© Copyright 2026 Infill Thinking LLC. All Rights Reserved