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 Sand Rancher vs. The Super Major – Incendiary Water Dispute Playing Out In The Open
You can file this update in “things we never thought we’d write when we started an oilfield research firm,” but there’s a must-read battle raging between a big Permian rancher and a super major. And it is playing out in real-time in a must-read Tweet-storm right now… There’s a lot …
Read More »What Are The Key Risks Or Opportunities You Will Focus On In 2H21? [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 »Just The E&P Operators… [Survey Result Detail Data]
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 »Our Mid-Year 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 »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 …
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