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 »Checking Out The Early Data On Wartime Tight Oil Activity [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 »Checking In On Smart Sand As They Enjoy Macro Tailwinds And Refresh Their Last Mile Kit
We digest new datapoints from a NWS 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, please email us …
Read More »Nat Gas Basin Fracing – A Half Dozen Notable Nuggets
Here are 7 quick hits on the frac markets in gas basins… 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 »NexTier’s New Frac Market Outlook As They Quantify The Winter Storm Hit
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 »The Struggle Is Real [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 »7 Key Points To Listen For As Oilfield Earnings Season Starts
Quick thoughts previewing some oilfield themes we are tuning into oilfield earnings calls for over the next couple of weeks… 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 …
Read More »The 1Q Weather Wildcard Is Here…
Quick thoughts ahead of potential completions disruption later this week… 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 »Midland Basin Leads the Super-Long Lateral Boom
Analysis on the epicenter of the super long lateral horizontal trend… 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 »Shale Super Cycle Vs. AI Super Cycle [Chart Of The Day]
Great context for shale over the years vs. the new AI data center power 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 be a member. If you are new to Infill Thinking, or …
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Infill Thinking Lifting the O&G knowledge curve