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Tag Archives: finance

Secret Conference Rooms, Intimidating Private Investigators, And Undisclosed Private Planes… Just Another Day In The TPL Power Struggle

May 29, 2019 Infill Thoughts

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An Invitation To Join Us To Discuss Oilfield Water Management

May 12, 2019 Free Thinking, Infill Thoughts

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What Oxy’s Competing Bid Means For The Tight Oil M&A Landscape

April 24, 2019 Quick Thoughts

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$6.2 Billion Worth Of Oilfield IPOs Are Evidence Of A Race To The Bottom

April 13, 2017 Infill Thoughts

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5 Questions We Hope Weatherford’s New CEO Answers On February 2nd

January 9, 2017 Infill Thoughts

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Four Likely Buyers In Oilfield Service For 2017

January 6, 2017 Infill Thoughts

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FRAC IPOs Return… Literally. Meet The Next Public Completions Outfit

December 15, 2016 Infill Thoughts

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As The Fed Climbs Out Of The Interest Rate Crevasse, O&G Implications Are Mixed

December 14, 2016 Infill Thoughts

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Weatherford Captures The “Bernard” Effect By Raising A Billion Bucks In 24 Hours

November 16, 2016 Quick Thoughts

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Weatherford Does Not Share Baker’s Frac Philosophy

October 26, 2016 Infill Thoughts

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INFILL THINKING SINCE 2016

Distilling the complex oilfield business into updates that really matter. No noise. No clutter.

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TIMELINE

  • October 30, 2026

    Chevron Captures $100 Million YTD With New AI Tools

  • October 30, 2026

    Frac Prices Are Recovering, But 2 Culprits We’ve Been Calling Out Hit Results

  • October 30, 2026

    For The First Time In A While, Pressure Pumpers Are Plugging Spot Exposure As A Good Thing

  • October 27, 2026

    People On The Move In The Frac Sand Space

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

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