Tag Archives: trends

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 …

We follow up on a debate we introduced last 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 …

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 …

Companies that historically optimized for speed-to-pad are now winning on speed-to-power… 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, …

Two weeks after the big Permian Power Connection conference addressed Permian advantages for siting AI data centers, Chevron and Microsoft have just announced the biggest deal we’ve seen for a Permian data center yet and one of the biggest co-located nat gas power data center developments in the US… we …

Our year-end market survey is in the books! See how your peers responded to the open ended questions at the end in this report… 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 …

We are excited today to share the results of our well-attended industry marketplace survey about the oilfield 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 …

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 …

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 …

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 …