We digest two recent deals in shale E&P, thinking through some of the potential implications for suppliers / supply chain and providing data-driven insight… 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 »Invitation To Think With Us – Our Mid-Year US Oilfield Market Survey Is Live
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 »Provider Implications In This Week’s E&P M&A Deal – Matador / Ameredev
Data-driven context for OFS implications in the MTDR/Ameredev M&A deal. 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 »Shale E&P Consolidation Is Happening 5x Faster [Chart Of The Day]
Refreshing our upstream consolidation monitor after COP/MRO, a few thing stand out… 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 »Mind The Gap – 4Q Budget Exhaustion Is A Red Flag This 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 »1Q24 Was The Peak For Lower 48 Natural Gas E&P Spending This Year [Chart & Analysis]
With natural gas prices still depressed, here is a look at where gassy E&P activity is trending… 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 »What Did Apollo Pay For U.S. Silica’s Frac Sand Business?
Data driven context as we continue to think through the big frac sand M&A deal announced last week. 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 »U.S. Silica Frac Sand Market Position [Charts Of The Day]
Data driven context for the big frac sand M&A deal announced 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 membership has …
Read More »Somebody Tell The Private E&Ps That Oil’s Almost $90! [Chart Of The Day]
Data driven context for drilling 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 email us to discuss …
Read More »Here Are The Latest Frac Crew Counts By Pumper After 4Q23 Earnings Season
A round up of fleet counts… 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 …
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