Tag Archives: inflation

Data Alert: today our data clients are invited to download our latest slides on oilfield data trends (here). Titled The Struggle Is Real, the presentation documents current conditions, recent trends, and the 2026 outlook from our many industry-leading data products covering shale OFS supply, demand, activity indicators, and pricing. Some …

Expert perspective of great value as Texas E&Ps, pumpers, sand movers and miners navigate a big change put forth and then delayed and then paused by the government… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

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 …

Expert perspective of great value as Texas E&Ps, pumpers, sand movers and miners navigate a big change… 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 …

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 …

OCTG was one of the AFE line items that ran the hottest on 2022 inflation. What’s the trend / expectations as 2023 begins? 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 …

How much sand is moving these days? A lot – find context and timeline for shale consumption over a decade long view 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. …

How do the inflation expectations being outlined by E&Ps this earnings season compare to our recent survey results? We discuss along with company-specific datapoints in the full update… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Cost pressure in OCTG has already been a topic of interest…. there is a key datapoint to watch in this story headed into 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 …

Although the mainstream press will focus on the massive spot oil price month move (shock and awe of $130/bbl post Biden’s Russian oil embargo today), it’s important to keep in mind the context of the…. There’s a lot more to this story… Login to see the full update…  To read …