Our midyear survey is done! See how your peers responded to the open ended question at the end in this report… 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 …
Read More »Think With Us! Our Mid-2025 Oilfield Market Survey Is Live
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next”. 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 …
Read More »Downturn Cancelled? Not So Fast… Middle East War Analysis Part FIVE: Back To Where We Started…
The geopolitical risk premium came back in the crude oil markets. But was it just a June phemonon? Where do we go from here if we are an oilfield market participant? Thoughts and analysis as we follow what it means for L48 E&P… There’s a lot more to this story… …
Read More »Downturn Cancelled? Middle East War Analysis Part FOUR: What Oil Futures Are Telling Us…
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Thoughts and analysis as we follow what it means for L48 E&P… There’s a lot more to this story… Login to see the full update… To read …
Read More »Downturn Cancelled? Middle East War Analysis Part THREE: 6 Days In…
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Thoughts and analysis as we follow what it means for L48 E&P… There’s a lot more to this story… Login to see the full update… To read …
Read More »Downturn Cancelled? Middle East War Analysis Part TWO: The War And The Oil Markets
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… 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 »Downturn Cancelled? Middle East War Analysis Part ONE: Shale & OFS Outlook Implications
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… 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 »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 »Follow The Sand To Know Where Oil And Gas Goes [Charts Of The Day]
Thinking ahead about the most important emerging debate in the shale outlook with the benefit of premium data from Lium… 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 »When Will Tight Oil Production Growth Roll Over? Analyzing A Key Determinant For The OFS Business Cycle
Thinking ahead about the most important emerging debate in the shale outlook with the benefit of premium data from Lium… 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 …
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