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… Hot Takes On OFS Pricing, Activity Datapoints, Load Bonuses?, Oil Drops, Frac Crew Count…
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 »Built for Speed-To-Frac. Now Winning Speed-To-Power.
Companies that historically optimized for speed-to-pad are now winning on speed-to-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, or your membership has expired, …
Read More »BIG Microsoft Data Center Is Coming To The Permian For Speed-To-Power [Chart of the Day]
Two weeks after the big Permian Power Connection conference addressed Permian advantages for siting AI data centers, Chevron and Microsoft have just announced the biggest deal we’ve seen for a Permian data center yet and one of the biggest co-located nat gas power data center developments in the US… we …
Read More »In Other News… +1 New Local Sand Mine, Waynesville Frac Supply Chain Updates, Frac Pricing Datapoint, Oil Falls, & 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 »Permian Power Preview – One Week Until The Event Of The Year For The Intersection Of AI, Oilfield & Power Gen
On June 8, 9 in Midland, hundreds of Power Market participations will gather discussing oilfield electrification, data centrs and grid vs. off grid power solutions. Here’s a preview, and plan to join us there: https://powerpermian.com/2026-conference/ There’s a lot more to this story… Login to see the full update… To read …
Read More »In Other News… Deal Rumblings, Failed Auction On Bankrupt Mine, Utah Energy Summit Takeaways, Permian Power, Frac Pricing Anecdote, & 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… Frac Sand Lawsuit, Trucking Liability Ruling, DOT Blitz NPT, & 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 »“Pivot Point” vs. “Signposts” – Comparing HAL’s Outlook To Lium’s
In a matter-of-fact manner, we summarized key points from Halliburton’s conference call today in this report. But we also wanted to take a bit more of an analytical approach and compare what HAL said today vs. our recent research from field checks, anecdotes, and data. That’s what you’ll find in …
Read More »Halliburton Says There Is No More Frac Calendar White Space Through June
HAL’s CEO had a lot to say about the frac outlook this week and here’s what caught our ear… 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 …
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Infill Thinking Lifting the O&G knowledge curve