Since no one knows exactly where oil prices are headed next, we’ve been talking with folks about the goldilocks zone for OFS and 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 …
Read More »5 Frac Market Anecdotes
Do you like real-world, real-time market anecdotes that you can’t get online (or with AI)? You’ve come to the right place! 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 »Examining A Hidden Source Of Well Cost Inflation In The Iran War Era
Today we wanted to follow up on two key trends we’ve been researching and writing about with new data. 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 …
Read More »Pushed Out, Not Lost: How Winter Storm Fern Reshaped the Frac Calendar
As oil prices surge, we ran another round of field checks to check on E&P D&C appetite… 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 »Is The Oilfield Service Pricing Pendulum Swinging Back To Service Providers?
Will this oil price rip trigger a margin expansion story in oilfield service? Here we discuss some recent data points we’ve collected from the field, plus context from many years of covering OFS cycles – we’ve seen this movie before! There’s a lot more to this story… Login to see …
Read More »2026 Formal Shale Capex Budget Analysis Pre-War [DATA ALERT]
Login to see data takeaways from another collection effort by our top tier 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 »Will E&Ps Add Activity To Capitalize On Oil Prices Even Though Inflation’s Back?
As oil prices surge, we ran another round of field checks to check on E&P D&C appetite… 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 »Super Major Shale Plans…
This week, we share thoughts on what the big guys are doing in shale this year… 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 »Consolidation Nation: Rumors, Roll-Ups, And Rising Sun Capital [Data Alert]
Our data team shares a data tool for understanding consolidation. 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 »2026 Oilfield Market Outlook Member Survey Has Closed – Thanks To All Participants!
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 …
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Infill Thinking Lifting the O&G knowledge curve