Ask different folks in the oilfield when the shale revolution began and you’ll get a variety of answers. For us, the point of demarcation was in 2004 and as such, shale turns 20 this year. We launch a new data report series to celebrate shale’s big Two-Oh birthday. There’s a …
Read More »We Reiterate A Warning About Shale E&P Capex [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 »Shale Players Look Forward To Powering The AI Data Center Revolution [Chart Of The Day & Hot Takes]
What’s shale doing about 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 …
Read More »Invitation To Think With Us – Our Mid-Year US Oilfield Market Survey Is Live
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next”. 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 …
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 »Here Are The Latest Frac Crew Counts By Pumper After 4Q23 Earnings Season
A round up of fleet counts… 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 »Super Majors Need To Build More Permian DUCs In 2024
How are two of the biggest oil companies in the world thinking about shale development programs 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 …
Read More »The Southwestern Oilfield Freezes To Start 2024. Frac Channel Checks On The Weather Impact…
How is the southwestern oilfield industry handling the freezing conditions this week? What will the impact be on operations and results for service and supply providers? There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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 »Chime In: Our 2024 Oilfield Market Outlook Survey Closes In 3 Days!
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 …
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Infill Thinking Lifting the O&G knowledge curve