Here we bring you an data-driven view of sand buyers. 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 »2025 Is Still Missing Its “Signature Deal” In U.S. E&P [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 »How Big Can They Get? Thoughts On Yet Another Potential Permian E&P Takeover
In this update, we discuss the latest takeover talk of the town. 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 »What’s Left In The Tank For 2025 In Shale? [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 »Frac Fleet Efficiencies Hovering At All Time Highs [Chart Of The Day]
With another earnings season upon us, we share some data on a theme that we expect multiple companies to discuss this quarter.. 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 …
Read More »Think With Us! Our Mid-2025 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 »E&P Consolidation Shifts Away From The Permian In 2025 [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 »What E&Ps Cut Their Budgets For $60 Oil And How Much? [Chart Of The Day]
With the oil markets taking a turn for the better, we take a look at who reacted the most when conditions were worse. 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 »Spring Redetermination Season – E&P Borrowing Base Datapoints
We examine some banking datapoints for shale E&Ps to gauge industry’s health and ability to continue forward with capex programs. 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 …
Read More »Liberating The Rig Count – Drilling Trends Since Tariffs Examined 3 Ways [Charts Of The Day]
A data-driven look at 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 …
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Infill Thinking Lifting the O&G knowledge curve