A look at one of the leading indicators for frac TAM. 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, …
Read More »The 1st Datapoints About The 1Q Rebound Are Pointing In The Right Direction [Chart of the Day]
A look at one of the leading indicators for frac TAM. 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, …
Read More »Don’t Call It A Comeback, But The “Mom & Pops” Still Matter… [Chart of the Day]
A look at one of the defining underlying trends in D&C addressable 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 …
Read More »2025 Shale Stats Summary & Final Shale Monthly Of The Year [Data Alert]
If you are working in the shale market place and you don’t have this data, it’s like you are flying blind. Don’t fly blind. 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 …
Read More »Monitoring The Oil Rig Drop-off This Summer… [Chart of the Day]
Violent volatility in the commodity markets in 1H25 is starting to manifest in less oil 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, …
Read More »June Leading Indicator Sags Despite Oil Ripping [Chart of the Day]
An important indication that despite violent volatility in commodity markets, the actual activity on the ground is less theatrical. 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 »Top 10 Well Spudders By Basin [List]
Data driven insights that provide a leading indicator for completions activity by operator and basin over the next 3-6 months. 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 »Marcellus Shale Drilling Permits Hit A Two-Year High
Starting this week, we begin an analytical tour around basins outside the Permian. The focus feature in each of our regular weekly rig count updates over the next couple weeks will provide an overview on D&C activity trends in key basins beyond West Texas. Here are five Marcellus Shale charts …
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Infill Thinking Lifting the O&G knowledge curve