Restructuring returns… 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 subscription options …
Read More »Latest Thoughts
7 Quick Hits In The Frac Supply Chain…
In addition to our deeper dive pieces this week, here’s a roundup of quick hits… 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 »Our Thoughts On Atlas’s Wellsite Screening Acquisition
In this update, we share thoughts on a transaction announced today in frac sand land. 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 »Oilfield Fire In The Midland Basin Near A Simulfrac This Weekend
Cross-referencing the blaze coordinates with our well database, we found that… 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 Latest Frac Market Outlook
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 »Liberty Echos Halliburton’s Take On Frac Challenges, Trials Slurry…
Infill Thinking covers read-through and takeaways from the first earnings release of 2Q25 OFS earnings season… 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 »What Happened To Mines Last Time A Downcycle Hit This Hard?
Those who don’t learn from history may be doomed to repeat it. And those who don’t even have the history don’t have a chance! 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 …
Read More »A Tale Of Two Markets… [Data Alert]
Today, we refreshed a must-have shale database tracking some key metrics in the L48 shale surface markets. 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 »Halliburton Stacks Frac Fleets, Slows Pace Of E-Fleet Construction As Service Pricing Declines More
HAL earnings hit the newswire on Tuesday morning, and we highlight key points of interest from their earnings material and conference call for the broader completions market here… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Is Immigration Disrupting The Frac Supply Chain?
Something unusual is percolating in the frac supply chain – regulatory risk for a critical path labor pool. 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 »In Other News… Water Ruling, M&A Closure, Data Lag, Sand Traffic Anecdote, RFP Season Preview, Simulfracs, Supersand, Supermajor Spats, & more…
Our desk is churning out the research this week full steam ahead… 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 »Frac Fleet Efficiencies Hovering At All Time Highs [Chart Of The Day]
With another earnings season upon us, we share some data on a theme that we expect multiple companies to discuss this quarter.. 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 »10 Thoughts Headed Into Frac Earnings Next Week & A Shale Schedule
Another earnings season is just around the corner, 10 things to listen for and what to expect… 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 »Just The E&P Customer Data From Our Mid-Year 2025 Oilfield Survey Results [Charts]
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 …
Read More »Mid-Year 2025 Oilfield Survey Results Are In! [Charts]
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 …
Read More »The Permian Earthquake Trend Was Doing So Good Until Misbehaving In June [Chart Of The Day]
Water matters. Alot. Here’s some key data analyzed as you think about flow assurance (and completions demand) in the biggest oilfield in the world… 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 …
Read More »Utah’s “Mini-Me” Version Of The Permian Dune Express
A look behind the scenes at a logistics solution to displace truck traffic in the Rockies. 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 »Looking Beyond The Doom & Gloom… [Voice Of The Industry]
Our midyear survey is done! See how your peers responded to the open ended question 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 member. If you …
Read More »Monitoring The Oil Rig Drop-off This Summer… [Chart of the Day]
Violent volatility in the commodity markets in 1H25 is starting to manifest in less oil 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, …
Read More »Now That’s A Big Old Sand Pile! Two Quick Frac Updates From The Land Down Under
Now that’s a big old pile of sand! 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 »Think With Us! Our Mid-2025 Oilfield Market Survey Is Live
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next”. 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 …
Read More »See The Top 25 Oilfield Research Reports & Themes Of 2Q25 Here
2Q25 Summary Infill Thinking members received 25 e-newsletters containing 65 new original research reports during the past 90 days Macro headlines dominated the oilfield dialog and whipsawed the outlook – Infill Thinking provided regular analysis of the fast evolving conditions including context from our proprietary data as well as …
Read More »Downturn Cancelled? Not So Fast… Middle East War Analysis Part FIVE: Back To Where We Started…
The geopolitical risk premium came back in the crude oil markets. But was it just a June phemonon? Where do we go from here if we are an oilfield market participant? Thoughts and analysis as we follow what it means for L48 E&P… There’s a lot more to this story… …
Read More »New Slide Deck On Oilfield Trends & Monthly Shale Activity [Data Alert]
Our data team shares a data tool for understanding consolidation. 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 »June Leading Indicator Sags Despite Oil Ripping [Chart of the Day]
An important indication that despite violent volatility in commodity markets, the actual activity on the ground is less theatrical. 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 »Oil Basin Field Checks – Anecdotes On U.S. E&P Program Reaction To Higher Oil Prices
What’s happening on the ground in key L48 oil basins as commodity prices move higher? 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 »Downturn Cancelled? Middle East War Analysis Part FOUR: What Oil Futures Are Telling Us…
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Thoughts and analysis as we follow what it means for L48 E&P… There’s a lot more to this story… Login to see the full update… To read …
Read More »Changing Taxes Ain’t Easy… The Big Frac Sand Change Is DELAYED
A massive paradigm shift is in the works that will affect Texas frac sand in a huge way, just not as quickly as expected it seems… 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 …
Read More »E&P Consolidation Shifts Away From The Permian In 2025 [Data Alert]
Our data team shares a data tool for understanding consolidation. 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 »Downturn Cancelled? Middle East War Analysis Part THREE: 6 Days In…
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Thoughts and analysis as we follow what it means for L48 E&P… There’s a lot more to this story… Login to see the full update… To read …
Read More »Ultrafine Microproppant vs. Raw Sand Is Not A Zero Sum Game… In Fact, It Might Be Just The Opposite!
Raw sand guys like it when E&Ps pump raw sand, but they might like it when E&Ps pump this specialty product too! 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. …
Read More »What E&Ps Cut Their Budgets For $60 Oil And How Much? [Chart Of The Day]
With the oil markets taking a turn for the better, we take a look at who reacted the most when conditions were worse. 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 …
Read More »Downturn Cancelled? Middle East War Analysis Part TWO: The War And The Oil Markets
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Downturn Cancelled? Middle East War Analysis Part ONE: Shale & OFS Outlook Implications
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »In Other News… Costs To Follow Activity Lower?, 2H Calendar, EOG/Encino Nuggets, Oil Prices, OFS Catching A Bid, And Exxon’s LWP…
Our desk is churning out the research this week full steam ahead… 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 »Spring Redetermination Season – E&P Borrowing Base Datapoints
We examine some banking datapoints for shale E&Ps to gauge industry’s health and ability to continue forward with capex programs. 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 »Friday Follow Up: HAL’s Last Mile Change Is Being Noticed… [VIDEO]
We have a follow-up report to an Infill Thinking exclusive on frac supply chain developments from earlier this 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 you are new …
Read More »SCOOP: New Permian Damp Sand Wellsite Solution Gets Patented
An exclusive on new tech for wet sand wellsites… 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 …
Read More »Liberating The Rig Count – Drilling Trends Since Tariffs Examined 3 Ways [Charts Of The Day]
A data-driven look at drilling 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 expired, please email us to …
Read More »Pet Coke Well Production Update [Data Alert]
In this update, we’ve unearthed new data on the newest technical trend in proppant… 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 …
Read More »Why Tearing Down Permian Sand Mines Is Such A Hard Thing To Do…
A data-driven look at capacity trends for the frac supply chain in the world’s largest tight oil play… 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 »The Permian Could See Something In 2025 That Has Never Happened Before [Chart Of The Day]
A data-driven look at capacity trends for the completions industry… 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 »SHALE SLUMP SIGNALS: Key Datapoints In 8th Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a new edition in our Shale Macro Reaction Monitor report series. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to …
Read More »U.S. Frac Fleet By Power Type Composition Analysis [DATA ALERT]
Login to see data takeaways from another collection effort by our tier one data team! 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 »Texas Decides All Frac Sand is Taxed [Expert Guest Post]
Expert perspective of great value as Texas E&Ps, pumpers, sand movers and miners navigate a big change… 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 »SHALE SLUMP SIGNALS: Key Datapoints In 7th Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a new edition in our Shale Macro Reaction Monitor report series. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to …
Read More »Feedback From Industry Contacts On Texas Frac Sand’s Big Change
A massive paradigm shift is in the works that could affect Texas frac sand in a huge way. Here’s what our members are saying about it… 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 …
Read More »2025 Shale Capex Budget Analysis [DATA ALERT]
Login to see data takeaways from another collection effort by our tier one data team! 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 »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 »A HUGE New Development For Texas Frac Sand Sales… Here’s What We Know.
A massive paradigm shift is in the works that could affect Texas frac sand in a huge way. 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 …
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