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 »Quick Thoughts
Despite Soft Rig & Crew Counts, Proppant Is At Record Highs [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 »Trump Needs Lower Oil Prices Even If That Triggers A Heavier OFS Downcycle
Points being made by the new administration are crucial to getting the OFS outlook right… 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 »2025 Oilfield Sentiment Souring Already? Leading Edge Datapoints Not Looking Too Hot…
9 leading edge datapoints that folks in the frac supply chain should know… 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 »What Are E&Ps Baking In For OFS Pricing & Well Cost Deflation This Year?
What do operators have to say about oilfield service pricing 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, …
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 »Haynesville Local Sand Supply Update [DATA ALERT]
This week, we have an update on local sand mining activity incorporating boots on the ground datapoints… Not a data client of ours yet? Check out this video to learn more about our enhanced subscriptions… There’s a lot more to this story… Login to see the full update… To …
Read More »Shale RIFs Return…
Self-help will be a theme in shale this year and here are some unfun datapoints in this 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 …
Read More »Catching Up With Cudd
We catch up on key takeaways for a Permian fleet of hydraulic frac horsepower… 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 »Controversial NM Frac Sand Mine Gets The City’s Blessing
Quick update on a project which has stirred up local controversy… 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, …
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