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 …
Read More »Reaction To The Dunes Sagebrush Lizard Listing Decision
DSL update after following up with a variety of industry contacts post-USFWS decision… 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 »The Dunes Sagebrush Lizard Decision Is FINALLY In… USFWS Decides TO LIST The Lizard As Endangered
DSL update… 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 our current subscription options …
Read More »For OCTG, Expect A Soft 2H23 [Friday Guest Post]
OCTG outook… 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 our current subscription options …
Read More »A Penny For Your Thoughts? Our Mid-Year 2023 US Oilfield Outlook 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 »Why Stop With Just One? Refracs Still A Marginal Trend But Are Commanding More Attention Especially In The Eagle Ford…
We’ve recently had a few inbound questions from Infill Thinking members about refracs. This is something that has always hung around in the background of the completions business – gets some buzz occasionally, but remains a relatively small (dare we say immaterial) part of the overall completions space. In this …
Read More »Mind The Gap – Thinking Ahead About 2023 E&P Program Cadence [Chart Of The Day]
In an Infill Thinking data update, we take a look at what’s left in the tank 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 …
Read More »A Look At Some Exxon Frac Ingredients As Folks Wonder How They Might Mix It Up
What’s Exxon going to do with their sand strategy? We continue the discussion from last week here… 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 Exxon About To Shake Up Their Permian Proppant Strategy?
What’s Exxon going to do with their sand strategy? We discuss here… 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 »How Do The U.S. Basins Compare On Completions These Days? [Chart Of The Day]
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, …
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