By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new 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 …
Read More »Live From New York… It’s Shale Outlook Time
With the rubber hitting the road on 2023 budget planning, OFS and E&P CEOs converged in New York this week for the annual Barclays energy investor conference. Here’s what stood out to us… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Cash Is King
It’s much easier to spend growth capital when each well drilled and completed is a smaller and smaller percentage of your cash on hand! So how’s that looking for the various oilfield participants? There’s a lot more to this story… Login to see the full update… To read this update …
Read More »E&P D&C Fleet Tracker
We have rounded up a series of operator-by-operator fleet data…. 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 »Northern White Sand Market Outlook – Conference Call Highlights
A large NWS player had some interesting things to say last week… 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 »Permian E&P Operators Begin 2022 With A Cheery Disposition
Several talking points in the E&P narrative this week stood out… 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 »Will E&P Operators Pay ESG Premiums In OFS? We Asked, And Here’s What They Said… [Chart Of The Day]
Our well-attended industry marketplace survey continues to yield insight 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 Infill Thinking, or your membership …
Read More »E&P Operators Expect Higher Net Pricing On Sand And Pumping In 2022 [Charts Of The Day]
Our well-attended industry marketplace survey continues to yield insight 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 Infill Thinking, or your membership …
Read More »E&P Oil Price Assumptions Give Some Comfort As Volatility Spikes During 2022 Budget Planning Season [Chart Of The Day]
Our well-attended industry marketplace survey continues to yield insight 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 Infill Thinking, or your membership …
Read More »2022 Outlook Survey Results Are In! [Charts & Commentary]
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 …
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