This week, launch a new database for our data clients, and share some takeaways for all readers 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 you are new to …
Read More »In Other News… People On The Move, The “Waynesville” Sand Incumbent, New LWP Trial, PropStack Pile Adoption, More “Powered Land”, More M&A? & 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 »Power Pulse: New Datapoints In The Fast Evolving Intersection Of Shale O&G And Electrons
The shale / power nexus is moving fast. Here are 10 datapoints to get you up to speed on the latest happenings we are tracking… 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 …
Read More »Select Frac Market Quick Hits… Spending Hike Punished, Counting Wet Sand Crews, A Team Is Back, People On The Move, Tough Trucking, & 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… Sand People On The Move, A Power Sale, OFS Rides Power Wave, RFP Wait, Last Mile Gear, & 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 »The Next Big Thing In Energy Speculation Is Blurring Industry Sector Lines [Project Watch List]
An emerging trend focused on the data center buildout is blurring industry lines between: oilfield tech… … 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 …
Read More »Data Center Buzz In Shale [Talking Points & Chart Of The Day]
With earnings season winding down, we were curious to take a look at the conversation in the L48 onshore oilfield about one of the hottest macro trends in the world today… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Patterson-UTI CEO Shares In-Depth Thoughts On Power Diversification Strategy
This week, we gained a deeper understanding of how an OFS leader is thinking about power… 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 »Another OFS Power Solutions Launch Coincides With DeepSeek Freak Out… Where Do We Go From Here?
Distributed power solutions have been a hot and trending growth avenue attracting multiple oilfield service firms in the Lower 48. But for how long? Here’s the latest datpoint in the trend and what might be next… There’s a lot more to this story… Login to see the full update… To …
Read More »Is Halliburton’s Stake In VoltaGrid Increasing This Year? CEO Shares Thoughts…
In point one of this report a couple weeks ago, we wondered if Halliburton might consider expanding their minority interest in VoltaGrid to a controlling position. Yesterday, HAL’s CEO said… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
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Infill Thinking Lifting the O&G knowledge curve