Infill Thinking’s parent company, Lium Research, will introduce Lium Shale Data by video to 300+ attendees at the Petroleum Connection’s Frac Sand Conference in San Antonio today. Turn your volume up and check it out… CLICK HERE TO WATCH THE VIDEO> If you don’t have Lium yet, the video shares what …
Read More »Latest Thoughts
PropX Slurry Project Update – Gotta Walk Before You Run [Exclusive Conversation With Management]
More insights you’ll only find here as Infill Thinking uncovers behind the scenes details on a new innovation a forward-thinking team is cooking up 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 …
Read More »Quick Highlights From Smart Sand’s Positive Outlook As They Prepare To Roll Out A New SmartSystem Config In Early-2025
Market takeaways from an NWS leader are covered in this report… 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 »In Other News… NE E&Ps Need Water Plan B, E&P M&A Analysis For OFS, Frac Fleet Deployments & Rig Count Outlook
5 unique frac datapoints to read in 5 minutes or less… 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 »Local Sand In The Land Down Under, Sandless Fracs, And 7 Other Notable Things Sand Customers Said Recently
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 …
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 …
Read More »Previewing The Biggest Frac Sand Event Of The Year, Happening Next Week
We look forward to meeting up with industry friends next week in San Antonio for the biggest frac sand conference of the year. Our team is chairing two important panels: Shale Outlook Panel (11/19, 11am) • Joseph Triepke, Lium Research • Hayden Gillespie, Iron Oak Energy Solutions • Marcus …
Read More »First Look At 2025 Public E&P Budget Plans
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 …
Read More »Halliburton Frac Unit Feeling The Market Pressures But Adding E-Fleets & Confident In Premium Equipment Outlook
HAL earnings hit the newswire this week, and we highlight key points of interest to the broader completions market here after listening to this morning’s conference call… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »5 Takeaways From Permian Local Sand Mine Analysis [Data Alert]
Important frac supply chain update for the Lower 48’s largest frac sand market – data takeaways and download link in the full report. 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. …
Read More »Silica Valley: Digitalizing Wet Sand Piles
Back in 2018 / 2019, Infill Thinking featured a series called Silica Valley in which we profiled emerging software platforms in frac sand logistics / wellsite storage. At the time, different firms were developing and rolling out proprietary digital systems for last mile optimization and inventory tracking. The software …
Read More »ProFrac Replacing Diesel Fleets With Next Gen Pumps/Power Gen, & Navigating Price/Activity Challenges
What to know form ProFrac earnings this 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 expired, please email …
Read More »2024 Has Been A Record Consolidation Year In Permian Frac Sand [Chart Of The Day]
Data-driven market analysis of bargaining power and market share for Permian frac sand suppliers… 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 …
Read More »A Big Deal In Frac Sand As Covia And Black Mountain Combine
Here we bring you analysis on a big deal in frac sand… 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 »ProPetro Ceases Diesel Fleet Investments, Still Building / Ordering E-fleets
Get the latest market outlook for a key Permian frac player. 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 »Atlas Expects Peers To Close Permian Sand Mines In 1H2025… & Other Earnings Takeaways
Sand market takeaways we learned from the latest Atlas earnings report… 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 »Talking Produced Water And All That Implies At The Houstonian – 5 Key Points
Here we bring you hot takes on water from Houston. 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 »Eagle Ford Sand Supply Trends As The Online Mine Count Contracts [DATA ALERT]
This week, we have an update on local sand mining 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, …
Read More »In Other News… Budget Exhaustion Datapoints, E-Frac OEM Updates, 2025 E&P Capex Hints, A New Local Sand Basin, & Cudd’s Outlook
8 datapoints you should know if you work in frac in a concise package that’ll take you 5 minutes to digest… 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 »Permian Frac Procurement Is Becoming An Oligarchy Of Buyers [Chart Of The Day]
Here we bring you an data-driven view of sand buyers. 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 »NexTier’s Fleet Is Adapting To New Frac Market Realities
This week, we digested an update from a frac market leader… 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 »Water Is Bottlenecking Frac Jobs In A Basin Not Named Permian
Infill Thinking brings you another scoop on a key completions issue slowing down frac pumps and frac sand throughput in the oilfield this 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 …
Read More »Lower 48 Frac Sand Supply Trends [Data Alert]
Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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 …
Read More »Despite Tough Frac Market, E-Fleet Building Continues (Including From New Names?)
Here we bring you an update on a new pressure pumper as well as established pumpers who are offsetting legacy fleet retirements with new gen fleet construction… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »A PropX Slurry Solution Will Be New In Last Mile, But It Leverages Proven Technology & Has Long Been Anticipated
After writing here about Liberty’s announcement last week that they have been working on a slurry solution for wet sand’s last mile, we have heard from multiple Infill Thinking members looking to learn more about the solution and its implications. In this report, learn more about the concept… There’s a …
Read More »Take Me To The Beach… +1 Local Permian Frac Sand Mine
Here we bring you an update on a new greenfield expansion project in the Permian Basin… 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 »Liberty’s Outlook Confirms That It’s Gonna Get Worse Before It Gets Better In OFS. Oh And They Are Also Working On A Sand Slurry Last Mile Pipe System!
Infill Thinking covers read-through and takeaways from LBRT as they kick off another OFS earnings 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 are new to Infill Thinking, …
Read More »Longer & Longer – Lateral Length Data Trends [20 Years Of Shale Data Series]
As shale turns 20 years old, we are examining and commeroating a variety of historical trends to illuminate big structural changes in shale’s history (including some ongoing themes that continue reshaping the industry). Our goal with this new series is several-fold: provide data-driven context for key multi-cycle themes (including several …
Read More »Badger Taylor Is Built (And Run) To Last [Notes From Behind The Gate]
We spent several days in early-October 2024 visiting Northern White Sand plants, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »Here Is Why Covia Tunnel City Has Run For A Decade Without Pause [Notes From Behind The Gate]
We spent several days in early-October 2024 visiting Northern White Sand plants, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »OFS Market Turbulence Getting Even Bumpier – 6 Downturn Datapoints In Permian Frac, Logistics & Sand
With 3Q24 earnings season around the bend, the fundamental setup for oilfield services remains very challenging. From our latest field checks, here are a half dozen quick hits that illuminate the difficult downturn conditions in the sector right now. There’s a lot more to this story… Login to see the …
Read More »Produced Water Industry Conference On Oct. 29 At Houstonian – Preview Of Key Themes, Speakers, Highlights
In about three weeks, we will participate in the final oilfield water management executivebusiness conference of 2024. We encourage you to join us – for even if you don’t work directly with water, this is THE top operational issue for oil and gas producers in multiple basins, including the Permian …
Read More »9 Years Way Up, 3 Years A Bit Down… Permian Productivity Is A Key Industry Debate [20 Years Of Shale Data Series]
As shale turns 20 years old, we are examining and commeroating a variety of historical trends to illuminate big structural changes in shale’s history (including some ongoing themes that continue reshaping the industry). Our goal with this new series is several-fold: provide data-driven context for key multi-cycle themes (including several …
Read More »HC Minerals Wyeville Is A Northern White Sand Standout [Notes From Behind The Gate]
We spent several days in early-October 2024 visiting Northern White Sand plants, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »General NWS Observations Firsthand From Wisconsin [Road Notes & Photo Slideshow]
We spent several days in early-October 2024 visiting Northern White Sand plants, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you general market insights from our time on the road… There’s a lot more to this story… Login to …
Read More »Northeastern Shale E&P IPO – Key Points To Know About Infinity Natural Resources
Things to know about a soon-to-be-public northeastern E&P operator… 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 »Logistics Driven Efficiencies On Display At Smart Sand’s Huge Oakdale Facility [Notes From Behind The Gate]
We spent several days in early-October 2024 visiting Northern White Sand plants, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »Shale Completions Geo-Market Shifts [20 Years Of Shale Data Series]
As shale turns 20 years old, we are examining and commeroating a variety of historical trends to illuminate big structural changes in shale’s history (including some ongoing themes that continue reshaping the industry). Our goal with this new series is several-fold: provide data-driven context for key multi-cycle themes (including several …
Read More »Sierra’s Plant And Product Are Evolving To Better Serve Dynamic Haynesville Frac Sand Demand [Notes From Behind The Gate]
We spent several days in late-September 2024 driving 1,000 miles around Louisiana, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »First Loads Are Shipping From A New(ish) Haynesville Local Sand Mine [NOTES FROM THE ROAD]
We drove to a frac sand mine shipping their first loads 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 …
Read More »3Q24’s Top 15 Research Reports & Key Themes
By The Numbers – Membership Resources Provided During 3Q24 In the ~90 days ending Sept. 30, 2024, the Infill Thinking research team: did two field trips – one to the Eagle Ford, one to the Haynesville – to gather carpet-level intelligence for members met with E&P operators to gather intel …
Read More »The Haynesville’s Damp Sand Pioneer Is Expanding In Anticipation Of An LNG Frac Boom [Notes From Behind The Gate]
We spent several days in late-September 2024 driving 1,000 miles around Louisiana, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »Haynesville Sand Pricing Can Rebound Ahead Of Nameplate Utilization – Here’s Why
Economics 101 says that oversupplied markets have depressed pricing. But don’t forget Porter’s Five Forces… in this piece we discuss the interplay of two competing variables in the pricing equation that could have big implications for the future of frac sand pricing in Louisiana… There’s a lot more to this …
Read More »Haynesville Pressure Pumping Observations From The Field [BOOTS ON THE GROUND]
On Wednesday, we drove from dawn to dusk in the Haynesville shale. We managed to see 7 frac sand plants and 2 frac jobs that day. It was a great day for it too in the beautiful countryside around Shreveport. Here are some quick frac market nuggets from our time …
Read More »Haynesville Local Sand Suppliers Are All-In Despite The Bust [DATA ALERT]
This week, we have an update on local sand mining activity incorporating boots on the ground datapoints… 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 »A Big E&P’s New Vertically Integrated Sand Mine Is Almost Ready [NOTES FROM THE ROAD]
We visited a frac sand mine under construction this week. What we saw changed our perspective on… 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 »Defragmenting The Frac Fleet [20 Years Of Shale Data Series]
As shale turns 20 years old, we are examining and commeroating a variety of historical trends to illuminate big structural changes in shale’s history (including some ongoing themes that continue reshaping the industry). Our goal with this new series is several-fold: provide data-driven context for key multi-cycle themes (including several …
Read More »FCI Is Building For A Bigger Future [Notes From Behind The Gate]
We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »A Little Pickup In Private E&P Drilling [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 »New Oklahoma Frac Sand Mine Moving Forward?
Market intel on the MidCon 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, please email …
Read More »