A series of negatives for an E&P raises some red flags along the Permian’s oil production development path. 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 …
Read More »Just The E&Ps…. Isolating The Operator Survey & How The E&P Outlook Differs From Broader Oilfield
We isolated just the E&P responses in our recent 2023 oilfield outlook survey to focus on what the customer expects next 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 …
Read More »2023 Outlook Survey Results Are In! [Charts & Commentary]
We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead outlook… 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 …
Read More »Underrated Risks & Opportunities In US Shale [Voice Of The Industry]
Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about the market they work in now… 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 »New Damp Sand Plant Now Open Near Kermit [Exclusive]
We’ve got an exclusive scoop on a new frac sand plant opening in the Permian Basin this week. 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 …
Read More »Macro Meltdown, But OFS May Be Best House In Bad Neighborhood! [Charts Of The Day]
Capital allocators have a tough job right now as the market focuses intently on discounting bigger risks into assets: inflation is terrible, more Fed rate hikes are coming, and recession fears loom large. Here are some reasons why we are still optimistic about oilfield investments. There’s a lot more to …
Read More »Will E&P Operators Pay ESG Premiums In OFS? We Asked, And Here’s What They Said… [Chart Of The Day]
Our well-attended industry marketplace survey continues to yield insight about the year-ahead outlook… 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 »E&P Operators Expect Higher Net Pricing On Sand And Pumping In 2022 [Charts Of The Day]
Our well-attended industry marketplace survey continues to yield insight about the year-ahead outlook… 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 »E&P Oil Price Assumptions Give Some Comfort As Volatility Spikes During 2022 Budget Planning Season [Chart Of The Day]
Our well-attended industry marketplace survey continues to yield insight about the year-ahead outlook… 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 »2022 Outlook Survey Results Are In! [Charts & Commentary]
We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead outlook… 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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