Over the weekend, it felt like oil was going to $200 as President Trump escalated. And Monday morning, WTI was down 10% to $88 as President Trump de-escalated. It’s gotta be real tough to make a living predicting geopolitics these days! It’s also gotta be tough for E&Ps to make …
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 »“Final” Assessment Of Winter Storm Fern’s 1Q26 E&P Impact
What’s up with the weather? 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 …
Read More »There’s One Word At The Tip Of Everyone’s Tongue In Frac Right Now…
As oil prices surge, we ran another round of field checks and there’s one word on the tip of everyone’s tongue at this point in the post-war shock… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Frac’ing & Drilling Plans For Over 3-Dozen E&Ps As Of 1Q26 [Operator Handbook]
Who’s working what where? 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 …
Read More »Focusing On Price Discipline, A Pumper Is In “No Panic” To Reactivate Recently Idled Fleet
We catch up on key takeaways for a Permian fleet of hydraulic frac horsepower… 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 …
Read More »NexTier’s New Frac Market Outlook As They Quantify The Winter Storm Hit
This week, we digested an update from a frac market leader… 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, …
Read More »10 Frac Anecdotes From The Sidelines Of An Industry Event This Week…
We were able to check in with many contacts about the state of the frac industry at a conference this 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 …
Read More »Frac Activity Updates & Forecasts From 2 Public Pressure Pumpers
In this update we analyze pressure pumping 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 …
Read More »Frac Activity Returning To Normal After The Thaw [Post-Freeze Update]
Well… this arctic storm was even worse than advertised for the oilfield, mainly due to icy roads that halted frac in its tracks. Here’s the latest update on how activity was impacted and what’s next… There’s a lot more to this story… Login to see the full update… To read …
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