You need to see this leading indicator data for drilling. 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 »A Look At The Main Reason OFS Feels So Soft This Year [CHART OF THE DAY]
Data trends for drilling market. 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 our …
Read More »Frac Sand & D&C Fleet Analysis For Conoco / Marathon Combination
Data-driven context for this week’s M&A deal that all sand suppliers and OFS providers should see… 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 »Mind The Gap – 4Q Budget Exhaustion Is A Red Flag This Year [DATA ALERT]
This week, we have an update on E&P spending 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 …
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 »“Relatively Steady” Is Patterson-UTI’s Drilling & Completions Outlook
Read-through to the D&C market from a leading player in both rigs and frac crews 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, …
Read More »How’d We Do? Scoring Our 2023 Predictions From A Year Ago…
One year ago, we made 10 predictions about 2023 shale trends in this update. In this “post mortem” report, we hold ourselves accountable for the hits and misses… how’d we do? Hint, pretty well despite the macro wildcards! There’s a lot more to this story… Login to see the full …
Read More »Permian Market Fragmentation Study – Consolidation Across Key Oilfield Categories
This week we had an opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio. It was the largest frac sand conference in the industry since 2019. It was a great time networking with peers and here is what grabbed us at …
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