Quick thoughts previewing some oilfield themes we are tuning into oilfield earnings calls for over the next couple of weeks… 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 …
Read More »Mid-Year 2026 Oilfield Survey Results Are In! [Charts]
We are excited today to share the results of our well-attended industry marketplace survey about the oilfield 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 »WTI Is Now $75/bbl Twelve Months Out! [Chart Of The Day]
Oil prices are flashing green signal lights to L48 E&Ps where short cycle barrels are theirs for the taking… 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 »Pushed Out, Not Lost: How Winter Storm Fern Reshaped the Frac Calendar
As oil prices surge, we ran another round of field checks to check on E&P D&C appetite… 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 …
Read More »Will E&Ps Add Activity To Capitalize On Oil Prices Even Though Inflation’s Back?
As oil prices surge, we ran another round of field checks to check on E&P D&C appetite… 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 …
Read More »There’s One Word At The Tip Of Everyone’s Tongue In Frac Right Now…
As oil prices surge, we ran another round of field checks and there’s one word on the tip of everyone’s tongue at this point in the post-war shock… 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 »7 Key Points To Listen For As Oilfield Earnings Season Starts
Quick thoughts previewing some oilfield themes we are tuning into oilfield earnings calls for over the next couple of weeks… 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 …
Read More »The 1Q Weather Wildcard Is Here…
Quick thoughts ahead of potential completions disruption later 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 Infill Thinking, or your membership has expired, please …
Read More »The 2026 Shale Outlook According To Infill Thinking Members
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 »Oilfield Earnings Season Starts Next Week… Here Are 10 Thoughts As We Prepare To Listen
Public Oilfield Service firms start talking to investors next week. Here are 10 things we are listening for… 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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