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 »Biggest OPPORTUNITIES In 2H23 For 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 opportunities in 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 …
Read More »Biggest RISKS In 2H23 For 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 risks to 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 …
Read More »A Penny For Your Thoughts? Our Mid-Year 2023 US Oilfield Outlook 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 »A Super Major Would Still Add Permian Rigs & Frac Crews Over The Next Couple Years At $60 Oil
We digest big plans from a big E&P pertaining to the Permian into a digestible summary… 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, …
Read More »Earnings Season Preview: 7 Critical Themes To Watch In The Oilfield
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 »In Other News… A + For NWS? A Sudden Frac CEO Change, H2O Buyer Id?, Freeze Fizzles & more…
A variety of interesting shale datapoints and anecdotes popped up in our research this week that didn’t warrant a full Infill Thinking write-up but are none-the-less worthy of a mention. Here are several of them: There’s a lot more to this story… Login to see the full update… To read …
Read More »In Other News… More ProFrac M&A, BP Budget Bulge, Permian Production Problems, Frac HHP Bottleneck, & more…
A variety of interesting shale datapoints and anecdotes popped up in our research this week that didn’t warrant a full Infill Thinking write-up but are none-the-less worthy of a mention. Here are several of them: There’s a lot more to this story… Login to see the full update… To read …
Read More »Public E&Ps Have Most Of What They Need For 2023 When It Comes To Rigs & Crews (Operator-By-Operator Fleet Rundown)
We have rounded up a series of operator-by-operator fleet data…. 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 »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 …
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