Violent volatility in the commodity markets in 1H25 is starting to manifest in less oil drilling. 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, …
Read More »June Leading Indicator Sags Despite Oil Ripping [Chart of the Day]
An important indication that despite violent volatility in commodity markets, the actual activity on the ground is less theatrical. 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 »Top 10 Well Spudders By Basin [List]
Data driven insights that provide a leading indicator for completions activity by operator and basin over the next 3-6 months. 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 »Rig Contractor Sours On Nat Gas Activity. Sees Releases & Pricing Pressure Ahead As More Gas Rigs Seek Shelter In Permian
We take a look at the latest datapoints in the gas crash’s impact on oilfield activity… 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, …
Read More »Shale E&P “Treadmill” Effect Bodes Well For Commodity Prices & OFS In 2022
During 3Q21, a key shale trend stands out that gives increasing conviction in oil and nat gas price strength as well as oilfield service activity in 2022. 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 »Drilling Inefficiency Is Distorting Rig Count Impact On Frac Demand [Chart Of The Day]
If you are looking at the rig count going up every week and thinking that translates 1:1 to frac increases, think again… 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 »More Rigs Coming… January 2021 Is The Strongest Permian Well Permitting Month Since Covid Started
We chart and analyze a sign the industry is getting back to work 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 …
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