This is an installment in our highly regarded “Operator Handbook” research report series, which summarizes operator-by-operator 2026 campaign details in three parts. This is the final installment in the 2Q26 series and focuses on well data… There’s a lot more to this story… Login to see the full update… To …
Read More »Public E&P Production Data Analysis 2Q26 [Operator Handbook Series 2 / 3]
An E&P-by-E&P look at who’s growing, who’s flat, and what’s really driving US shale production post-earnings… 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, …
Read More »Frac’ing & Drilling Plans For Over 3-Dozen E&Ps As Of 2Q26 [Operator Handbook Series 1 / 3]
Who’s working what where? 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 our current …
Read More »“Final” Assessment Of Winter Storm Fern’s 1Q26 E&P Impact
What’s up with the weather? 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 our …
Read More »Frac’ing & Drilling Plans For Over 3-Dozen E&Ps As Of 1Q26 [Operator Handbook]
Who’s working what where? 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 our current …
Read More »Frac’ing & Drilling Plans For 4-Dozen E&Ps As Of 4Q25 [Operator Handbook]
Who’s working what where? 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 our current …
Read More »Frac’ing & Drilling Plans For 4 Dozen E&Ps [Operator Handbook]
Who’s working what where? 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 our current …
Read More »Frac’ing & Drilling Plans For 42 E&Ps [Operator Handbook]
Who’s working what where? 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 our current …
Read More »How Much Oil Price Pain Will E&Ps Endure Before They Cut Crews & Rigs?
Company by company sensitivity to oil price analysis plus some big picture thoughts… 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 …
Read More »Public E&P Well Data Analysis 1Q25 [Operator Handbook Series Part 3 / 3]
This is an installment in our highly regarded “Operator Handbook” research report series, which summarize operator-by-operator 2025 campaign details in three parts. This is the final installment in the series and focuses on well data disclosed by the E&Ps for 2025 programs including costs, lat length, design, and productivity as …
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