We examine data on the outlook for completions in 2H24… 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 »Analyzing The Oilfield Industry Fundamental Setup With 2Q24 Reporting Season Beginning…
We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 »How Has The Shale OFS Outlook Evolved Over The Past 6 Months?
A quick update on how OFS industry expectations have been evolving this 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 you are new to Infill Thinking, or your membership …
Read More »Just The E&P Responses To Our 2024 Mid-Year Survey [Charts]
We are excited today to share the E&P portion of 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 …
Read More »Mid-Year 2024 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 »The Risk/Reward Profile Of OFS Investing Today [Voice Of The Industry With AI-Enhanced Sentiment Data]
Infill Thinking members are smart! In this post, you can read their answers to one of two open-ended questions asked in mid-year 2024 outlook survey. 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 …
Read More »What Will E&P M&A Do To The OFS Markets? [Voice Of The Industry With AI-Enhanced Sentiment Data]
Infill Thinking members are smart! In this post, you can read their answers to one of two open-ended questions asked in mid-year 2024 outlook survey. 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 …
Read More »Invitation To Think With Us – Our Mid-Year US 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 »Few New Takeaways From Ft Worth This Week….
In this report, we the few takeaways we had from industry conversations we had in Fort Worth 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 …
Read More »“Relatively Steady” Is Patterson-UTI’s Drilling & Completions Outlook
Read-through to the D&C market from a leading player in both rigs and frac crews today… 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, …
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