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 …
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We take a deeper look at Permian sand supply / demand dynamics 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, or your membership …
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Analysis on the epicenter of the super long lateral horizontal trend… 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, …
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Great context for shale over the years vs. the new AI data center power rush… 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 …
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An eye-popping stat appeared in our deep dive data note to data clients today and we share it and some context here… 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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Big news out of NY today that has to do with the Permian Basin… 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 …
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E&P rumors we analyzed from an OFS perspective two weeks ago panned out 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, or your …
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In this update, we discuss the latest takeover talk of the town. 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 …
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Following through on something that resonated with us in our recent Permian travels… 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 …
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Recent deal news equals +1, -1 public company in midstream of water! 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 …
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Infill Thinking Lifting the O&G knowledge curve
