We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead 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 »6 Pain Points Dominate Shale Insider Mindshare Post-Pandemic [Exclusive Voice Of The Industry Update]
Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about the market they work in now… 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 »The Trucking Pain Point Is Officially A Major Oilfield Theme & A Key Shale Inflation Risk To Watch Into Mid-3Q21
An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 »Through Chattering Teeth, Oilfield CEOs Describe February Frac Freeze Impacts
Adverse operational impacts from weather are surfacing in this week’s oilfield earnings calls. Here’s a roundup of some of what we’ve heard 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 »Operators Are Laser-Focused On This Single Disruptive Frac Innovation As 2021 Begins
Infill Thinking membership includes some of the smartest folks in the oilfield. And the best of the best responded to our 2021 outlook survey in big numbers. Here is some next level of insight from one of the most interesting and revealing questions in our market survey. There’s a lot …
Read More »Perception Gaps About The All-In Cost Of Permian Sand
Infill Thinking membership includes some of the smartest folks in the oilfield. And the best of the best responded to our 2021 outlook survey in big numbers. Here is some next level of insight from one of the most interesting and revealing questions in our market survey. There’s a lot …
Read More »What Are Frac Insiders Waiting For To Get Bullish Again [Part Two; Voice Of The Industry Exclusive]
Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about how to spot the next upcycle with absolute certainty… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »The 2021 Outlook Survey Results Are In!
We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead 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 »What Are Oilfield Insiders Watching For Upcycle Signals? [Part One Exclusive Voice Of The Industry Update]
Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about their 2021 expectations… 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 …
Read More »5 Things To Know From Halliburton’s Lower 48 Frac Outlook On Monday Morning
It’s on! 2Q20 earnings season is underway and here is our take on the first important market commentary of the 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 …
Read More »