Takeaways from Public Companies on a key flow assurance issue creating a booming sub-sector in shale. 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 …
Read More »Small / Private E&P Rig Count Flattening Out [chart of the day]
Data driven context for rig count outlook… 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 …
Read More »Earnings Season Preview: 5 Key OFS Themes To Watch As Reports Begin Tomorrow…
We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 …
Read More »Tracking U.S. Frac Sand Mine Activity In 2Q23 [New Data Release]
This week, we updated several proppant market data files for Lium data clients. Here are 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 a member. If you are new to …
Read More »Earnings Season Preview: 7 Critical Themes To Watch In The Oilfield As Reports / Calls Begin This Week…
We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 …
Read More »Just The E&Ps…. Comparing Shale Operator Outlooks To The Broader Oilfield
We isolated just the E&P responses in our recent 2023 oilfield outlook survey to focus on what the customer expects next 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 …
Read More »Mid-Year 2023 Outlook Survey Results Are In! [Charts & Commentary]
We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead outlook… 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 …
Read More »Infill Thinking’s Recent Frac RIF Report Confirmed
3 weeks ago we wrote that RIFs might be returning to the oilfield… today that report was confirmed by a large pumper. 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 …
Read More »Are RIFs Returning In Frac?
Are RIFs returning to the 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 membership has expired, please email us to discuss …
Read More »How Do The U.S. Basins Compare On Completions These Days? [Chart Of The Day]
Here’s a good rule of thumb for thinking about geo-markets in the Lower 48 frac landscape. 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, …
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