Thinking through a notable portfolio shift for a large E&P. 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 »Quick Hits In Frac Supply Chain: People On Move, Last Mile Feedback, A Mine Cuts Back, & More…
Several quick hits of note if you work in the L48 oilfield… 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 …
Read More »In Other News… FCI’s Next Chapter, A Small Dryer Fire, C-Level People On Move? BIG Reg Risk In The Permian Story, Last Mile Datapoints, & more…
Several quick hits of note if you work in the L48 oilfield… 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 …
Read More »In Other News… Sand M&A Rumors, Carrier Ownership Change, Calm B4 H2O Storm?, Frac & Mine Datapoints…
Our desk is churning out the research this week full steam ahead… 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 …
Read More »In Other News… A Key Frac Sand Hire, STX Local Sand Updates, Hauling Datapoints, Sand Down Under, & more…
Our desk is churning out the research this week full steam ahead… 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 …
Read More »In Other News… Family Values, Crew Releases, E&P M&A Confirmation, A Silo Cave-In, H2O Trends & more…
Our desk is churning out the research this week full steam ahead… 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 …
Read More »Trump Needs Lower Oil Prices Even If That Triggers A Heavier OFS Downcycle
Points being made by the new administration are crucial to getting the OFS outlook right… 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 …
Read More »2025 Oilfield Sentiment Souring Already? Leading Edge Datapoints Not Looking Too Hot…
9 leading edge datapoints that folks in the frac supply chain should know… 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 »In Other News… Slide & Mine Downloads, Storm Update, OFS Competition, Driverless Sand Delivery, & People On The Move…
Our desk is churning out the research this week full steam ahead… 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 …
Read More »In Other News… Frac People On The Move, Trucking Still Tight, Frac’ing Down Under, & more…
In this update, a round up of quick hits you should know about if you participate in the frac supply chain… 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 …
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Infill Thinking Lifting the O&G knowledge curve