Several quick hits of note if you work in the L48 oilfield… 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 …
Read More »Key E&P Trends From Early Public Operator Earnings Reports So Far…
Quick thoughts on what we’ve heard so far from oilfield service customers and some early themes to trace through the rest of oilfield earnings season… 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 »Was The 2Q26 E&P M&A Lull Just The Calm Before The Storm? [Data Alert]
Refreshing our upstream consolidation monitor with thoughts on where things go next in dealmaking among operators… 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, …
Read More »Worth A Mention… A Canadian Frac First, Behind-The-Curtain Behind-The-Meter M&A, New Mine, Mine Adds, PJM Signals, & More…
Several quick hits of note if you work in the L48 oilfield… 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 …
Read More »In Other News… In Like A Lion Out Like A Lamb, People On The Move, STX Premiums, Risky Business, New Plant Progress Pics, & More…
Several quick hits of note if you work in the L48 oilfield… 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 …
Read More »In Other News… Hot Takes On OFS Pricing, Activity Datapoints, Load Bonuses?, Oil Drops, Frac Crew Count…
Several quick hits of note if you work in the L48 oilfield… 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 …
Read More »In Other News… +1 New Local Sand Mine, Waynesville Frac Supply Chain Updates, Frac Pricing Datapoint, Oil Falls, & More…
Several quick hits of note if you work in the L48 oilfield… 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 …
Read More »Infill Thinking Members Only Mid-2026 Oilfield Market Survey
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next”. 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 …
Read More »Watch Out For 2H Activity Drop If Public 2026 E&P Budgets Don’t Budge… [DATA ALERT]
Login to see data takeaways from another collection effort by our tier one data team! 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 »Digging Into A “Grassroots” Response To Oil Prices In The Lower 48
Follow the rigs to know where the crews are going… 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 …
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Infill Thinking Lifting the O&G knowledge curve