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 »Waynesville In-Field Frac Observations Confirm Wet Sand Dominated Market
Field trip reveals more datapoints about an emerging play… 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 …
Read More »Under the Hood: The US Frac Trucking Reset [Data Alert]
Today, we updated our Excel download for data clients tracking frac sand hauling and pressure pumping truck fleets and provided some key takeaways. … 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 …
Read More »A Pecos County Advantage For Big Tech Firms With Permian AI Plans… [Chart Of The Day]
A data-driven look at one reason why the Mag 7 Has focused on Pecos County for new AI data center facilities in the powered land rush… 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 …
Read More »Permian E&P Activity Indicator On Track For Best Month In Over A Year [CHART OF THE DAY]
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 »The AI Data Center Power Trade’s Hidden Variable Could Re-Price Tight Oil Plays
GOR is quietly emerging as a catalyst for behind-the-meter (BTM) power generation, and could be a reshaping factor in basin economics for tight oil plays… 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 …
Read More »NexTier Is Riding The Wave With Shale OFS In Upcycle Mode
This week, we digested an update from a frac market leader… 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 »ProPetro Frac Outlook Summary: Fleet Reactivation, RFP Season, Pricing & Sand Strategy Updates
Here’s the latest frac outlook thoughts from a Permian pumping leader… 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 »Key E&P Trends From Early Public Operator Earnings Reports So Far…
Quick thoughts on what we’ve heard so far from oilfield service customers and some early themes to trace through the rest of oilfield earnings season… 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 …
Read More »New Slide Deck On Oilfield Trends [Data Alert]
Our data team shares a data tool for understanding shale activity and pricing 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 …
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