Data driven context for rig count 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 Infill Thinking, or your membership has expired, please email us to …
Read More »What Did Apollo Pay For U.S. Silica’s Frac Sand Business?
Data driven context as we continue to think through the big frac sand M&A deal announced last week. 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 »U.S. Silica Frac Sand Market Position [Charts Of The Day]
Data driven context for the big frac sand M&A deal announced 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 has …
Read More »Somebody Tell The Private E&Ps That Oil’s Almost $90! [Chart Of The Day]
Data driven context for drilling trends. 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 email us to discuss …
Read More »Small / Private E&P Rig Count Flattening Out [chart of the day]
Data driven context for rig count 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 Infill Thinking, or your membership has expired, please email us to …
Read More »Private E&Ps ‘Bringing It’ As Publics Stay Disciplined [Charts & First Hand Observations]
On the road in the Permian this week, we made first hand observations that confirm what our data has been suggesting since the oilfield began to recover from the pandemic downturn. There’s a lot more to this story… Login to see the full update… To read this update and receive …
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