Quick Thoughts

Reliable context for the biggest breaking news stories

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 …

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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 …

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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 …

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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 …

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