You need to see this leading indicator data for drilling. 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 »Sleeping Giant – A Frac Primer On The Haynesville
As we explain below, we estimate that to meet the full incremental demand estimate of planned LNG export capacity in the region, Haynesville rigs, frac crews and sand volume would each need to… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Checking In On Private vs. Public E&P Rig Counts During This Period Of Drilling Apathy [Chart Of The Day]
Data driven context for rig count 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 has expired, please email us to …
Read More »Land Contract Drillers Unanimously Issue Sober Prognoses For 2025 Rig Count
Nowhere to go but up? Not so fast my friend… 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 »Chevron Permian Capex Has Peaked. Here’s What To Expect Next…
Last year during conference calls with investors, Chevron’s top brass made a hint that their words last Friday now confirm… 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 »Frac Crews Have Never Been This Efficient [Chart & Data Alert]
In this update, a data driven look at frac activity 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 email …
Read More »Ranking The U.S. Shale Plays By Private E&P Concentration
In this update, a data driven look at operators in a new way… 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 »The Busiest Private E&Ps In Each Basin [List]
In this update, a data driven look at shale plays and E&P operators in a new way… 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 …
Read More »Loyal Customers Dear To Us Merging More And More [List & Data Alert]
In this update, a data driven look at operators in a new way… 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 »What’s Left In The Tank For 4Q24? [DATA ALERT]
This week, we have an update on E&P spending 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, please …
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