Thinking through a notable portfolio shift for a large E&P. 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 New $90 Oil Paradigm – Private E&Ps Grow, Public E&Ps Slow
Something to keep an eye on in the post-war shale market is… 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 »Quick Hits In Frac Supply Chain: People On Move, Last Mile Feedback, A Mine Cuts Back, & 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 »7 Trends O&G C-Suites Outlined In NY Last Week That Could Influence The 2027 Frac Market
With the rubber hitting the road on 2027 budget planning, OFS and E&P CEOs converged in New York last week for the annual Barclays energy investor conference. Here’s what stood out to us in publicly available transcripts emanating from the event… There’s a lot more to this story… Login to …
Read More »In Other News… FCI’s Next Chapter, A Small Dryer Fire, C-Level People On Move? BIG Reg Risk In The Permian Story, Last Mile Datapoints, & 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 »Specter Of 4Q Budget Exhaustion Looms Large [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 »Worth A Mention… Exxon’s Innovation, Chevron’s Capex Cut, A New Pressure Pumper, People Moves, Driverless Loads, Stuck On A Roller Coaster, Fast Frac’ing & 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 »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 …
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