Our desk is churning out the research this week full steam ahead… 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 »In Other News… Sand M&A Rumors, Carrier Ownership Change, Calm B4 H2O Storm?, Frac & Mine Datapoints…
Our desk is churning out the research this week full steam ahead… 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 »In Other News… A Key Frac Sand Hire, STX Local Sand Updates, Hauling Datapoints, Sand Down Under, & more…
Our desk is churning out the research this week full steam ahead… 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 »A Black Swan Macro Storm Is Here… Shale Channel Checks & Initial Thoughts On Outlook Reassessment
TGIF… what a wild week in the economy. In this report, an update on what happened, what we are hearing from our industry contacts, and some initial thoughts as we reassess our own oilfield outlook. There’s a lot more to this story… Login to see the full update… To read …
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 »In Other News… Family Values, Crew Releases, E&P M&A Confirmation, A Silo Cave-In, H2O Trends & more…
Our desk is churning out the research this week full steam ahead… 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 »Trump Needs Lower Oil Prices Even If That Triggers A Heavier OFS Downcycle
Points being made by the new administration are crucial to getting the OFS outlook right… 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 …
Read More »2025 Oilfield Sentiment Souring Already? Leading Edge Datapoints Not Looking Too Hot…
9 leading edge datapoints that folks in the frac supply chain should know… 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 »What Are E&Ps Baking In For OFS Pricing & Well Cost Deflation This Year?
What do operators have to say about oilfield service pricing 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, …
Read More »Shale RIFs Return…
Self-help will be a theme in shale this year and here are some unfun datapoints in this trend… 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 …
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