Here’s a good rule of thumb for thinking about geo-markets in the Lower 48 frac landscape. 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 »Takeaways From Industry Conversations In Fort Worth Today
This week, we attended the large oilfield conference in Ft Worth. We enjoyed seeing industry friends and here is some of what we heard… 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 »Thoughts On OFS Vendor Exposure To Monday’s Big E&P M&A Deal
When customers merge, it’s always good to know who’s been working for who…. 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 »Shale E&P Capex Shape Curve Skews Front-End Loaded In 2023 [Chart Of The Day]
Thoughts on E&P spending for 2023… 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 discuss …
Read More »E&P Talk Heats Up On Service Cost Relief [Part 2]
E&Ps have been quick to talk about service cost expectations this quarter…here’s what we’ve heard so far. 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 »Public Pressure Pumper Points – Takeaways From Last Weeks Calls (NexTier, Universal, & Cudd)
Here’s what frac market participants need to know from the latest round of disclosures… 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 »E&Ps Talk About Service Cost Relief
E&Ps have been quick to talk about service cost expectations this quarter…here’s what we’ve heard so far. 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 »A Super Major Would Still Add Permian Rigs & Frac Crews Over The Next Couple Years At $60 Oil
We digest big plans from a big E&P pertaining to the Permian into a digestible summary… 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 »Frac Company Gives Update On The Loosening In Spot Frac Market; Shelves Expansion
After a recent idling in South Texas, a similar issue is confirmed in… 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 »Earnings Season Preview: 7 Critical Themes To Watch In The Oilfield
We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 …
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