Tag Archives: shale

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 …

This report started out as a “Infill Thinking Predictions” piece about the new year. But that’s boring…. Most folks already know that 2025 is starting with flattish D&C fundamentals oversupply in OFS markets. So we pivoted… Here are 10 bold, game changing possibilities that we see business logic for but …

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 …

A round up of notable sand nuggets… 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 …

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 …

Important addressable market update on the Lower 48 OFS sector. 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 …

  We spent last Wednesday and Thursday driving more than 1,000 miles around Eagle Ford gathering completions market intel and facility information last week. We saw frac sand mines, terminals, frac crews, and plenty of sand trucks across the basin. The 9 frac sand mines that we saw comprise more …

We round up 7 interesting datapoints in the frac supply chain… 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, …

Ask different folks in the oilfield when the shale revolution began and you’ll get a variety of answers. For us, the point of demarcation was in 2004 and as such, shale turns 20 this year. We launch a new data report series to celebrate shale’s big Two-Oh birthday. There’s a …

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 …