Tag Archives: ofs

GOR is quietly emerging as a catalyst for behind-the-meter (BTM) power generation, and could be a reshaping factor in basin economics for tight oil plays… 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 …

Here’s the latest frac outlook thoughts from a Permian pumping 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, …

HAL’s CEO had a lot to say about the frac outlook this week and here’s what caught our ear… 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 …

Companies that historically optimized for speed-to-pad are now winning on speed-to-power… 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, …

Two weeks after the big Permian Power Connection conference addressed Permian advantages for siting AI data centers, Chevron and Microsoft have just announced the biggest deal we’ve seen for a Permian data center yet and one of the biggest co-located nat gas power data center developments in the US… we …

Here’s the latest frac outlook thoughts from a Permian pumping 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, …

In a matter-of-fact manner, we summarized key points from Halliburton’s conference call today in this report. But we also wanted to take a bit more of an analytical approach and compare what HAL said today vs. our recent research from field checks, anecdotes, and data. That’s what you’ll find in …

HAL’s CEO had a lot to say about the frac outlook this week and here’s what caught our ear… 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 …

  We are looking forward to getting a read on how the US shale industry is responding to higher oil prices when oilfield service 1Q26 earnings calls kick off next week…   There’s a lot more to this story… Login to see the full update…  To read this update and …

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 …