Tag Archives: shale

The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

Here are some interesting things operators are saying about their frac supply chain… 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 …

In this related report earlier this month, we previewed some key 2026 shale data themes. But as you know, seldom does a year go by without some big twists and turns in the oilfield narrative. So for this piece we white-boarded some plot twists that are plausible but not consensus…. …

By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 …

By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 …

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 …

What are the big boys doing in shale? 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 …

A hot research topic at Infill Thinking this year has been the intersection of mobile power gen and oilfield service. We invite readers to join us at a new event coming up soon in the Permian that will dive deep into electrification trends, risks and opportunities. In this report, we …

What’s shale doing around the hottest trend in the broader economy this year? 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 …