Here are 7 quick hits on the frac markets in gas basins… 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 »Frac’ing & Drilling Plans For 4-Dozen E&Ps As Of 4Q25 [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 »A BIG Operator Helps Themselves To Acreage In Shale’s Shiny New Play. Welcome To The Party!
Tuesday morning we wrote three big and unique reports on an emerging basin. Tuesday afternoon, the nation’s largest natural gas producer announced it has pounced there… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »500+ Permian Power Players Will Meet In Midland In 10 Days [Event Preview]
A hot research topic at Infill Thinking this year has been the intersection of mobile power gen and oilfield service. We invite readers to join us at a new event coming up soon in the Permian that will dive deep into electrification trends, risks and opportunities. In this report, we …
Read More »THE POWER PLAY: “Who’s Who In The Zoo”… A Quick Study Of Big OFS Relationships In Power
What’s shale doing around the hottest trend in the broader economy this year? 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 »Frac’ing & Drilling Plans For 4 Dozen E&Ps [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 »Frac’ing & Drilling Plans For 42 E&Ps [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 »How Much Oil Price Pain Will E&Ps Endure Before They Cut Crews & Rigs?
Company by company sensitivity to oil price analysis plus some big picture thoughts… 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 »Sleeping Giant – A Frac Primer On The Haynesville
As we explain below, we estimate that to meet the full incremental demand estimate of planned LNG export capacity in the region, Haynesville rigs, frac crews and sand volume would each need to… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Public E&P Well Data Analysis 1Q25 [Operator Handbook Series Part 3 / 3]
This is an installment in our highly regarded “Operator Handbook” research report series, which summarize operator-by-operator 2025 campaign details in three parts. This is the final installment in the series and focuses on well data disclosed by the E&Ps for 2025 programs including costs, lat length, design, and productivity as …
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