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 »U.S. Public E&Ps Mostly Keep Their Foot On The Brakes… [Chart Of The Day]
OFS addressable market trends as we digest the latest capex budget 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 …
Read More »Assessing April Data On A D&C Leading Indicator [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 »ProPetro Getting Pricing Traction In Frac, Says People Are The Next Bottleneck
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 »WTI Is Now $75/bbl Twelve Months Out! [Chart Of The Day]
Oil prices are flashing green signal lights to L48 E&Ps where short cycle barrels are theirs for the taking… 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 »NexTier Is Raising Frac Prices And Hiring For The U.S. D&C Market Inflection
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 »Pivot Point [Slide Deck Alert]
Data Alert: today our data clients are invited to download our latest slides on oilfield data trends (here). Titled The Struggle Is Real, the presentation documents current conditions, recent trends, and the 2026 outlook from our many industry-leading data products covering shale OFS supply, demand, activity indicators, and pricing. Some …
Read More »10 Themes To Listen For As OFS CEOs Start Talking Next Week…
We are looking forward to getting a read on how the US shale industry is responding to higher oil prices when oilfield service 1Q26 earnings calls kick off next week… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Out-Of-Basin Sand Well AFEs Are Going Up – Update On A Hidden Source Of Cost Inflation
Today we have an update on a key hidden cost inflation item in well AFEs… 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 »Examining A Hidden Source Of Well Cost Inflation In The Iran War Era
Today we wanted to follow up on two key trends we’ve been researching and writing about with new data. 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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