Login to see data takeaways from another collection effort by our tier one data team! 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 …
Read More »2025 Shale Capex Budget Analysis [DATA ALERT]
Login to see data takeaways from another collection effort by our tier one data team! 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 …
Read More »What Happens To Permian Sand When We Run $60 & $40 WTI Prices Through Our Model? [DATA ALERT]
Login to see crucially important data if you conduct business in the Permian 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 …
Read More »2025 Shale Capex Budget Analysis [DATA ALERT]
Login to see data takeaways from another collection effort by our tier one data team! 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 …
Read More »Another Super Major Slashes Shale Budget
We had expected and modeled a significant spending decline, but not quite this big. 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 …
Read More »Chevron Permian Capex Has Peaked. Here’s What To Expect Next…
Last year during conference calls with investors, Chevron’s top brass made a hint that their words last Friday now confirm… 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 »First Look At 2025 Public E&P Budget Plans
Important addressable market update on the Lower 48 OFS sector. 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 »How Has The Shale OFS Outlook Evolved Over The Past 6 Months?
A quick update on how OFS industry expectations have been evolving 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 »Shale Capex Trends For 2024 [Chart Of The Day]
A look at the addressable market for oilfield services, equipment, supplies, and consumables. 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 »Mind The Gap – Thinking Ahead About 2023 E&P Program Cadence [Chart Of The Day]
In an Infill Thinking data update, we take a look at what’s left in the tank for 2023… 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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