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 »Latest Thoughts
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 »5 New Things At Signal Peak Silica’s Busy Flagship Plant [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 »Eagle Ford Sand Mine Download Incorporating Field Trip Notes [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 »The Permian’s Great Flood [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 »Monday’s BIG Midland Quake Puts The Focus Back On Produced Water Risk
A Mag 5.1 quake in Midland last night was felt by thousands and the epicenter was in the heart of Midland Basin disposal well territory. In this report, read about it, see data, and plan to join us at an upcoming industry event to address the situation: There’s a lot …
Read More »Refreshing Our Wellsite Storage Fleet Estimates As Piles Pile Up [DATA ALERT]
Today, we refreshing another high value data resource for Lium Shale 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 to Infill Thinking, or your membership …
Read More »Checking On Texas’s Biggest Wet-Only Local Sand Plant
We caught up with a frac sand management team for exclusive details on growth plans they have in the works… 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 »Reliability Trumps Looks In Sand Mining, But Bigfoot’s Got Both [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 »Frac Market Buzz – 7 Brief Bullet Points From The Field To Your Desk
From the field to your desk, here are things to know in the frac market today… 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 »Less Iron, More Barrels [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 »The Reliability Mission At Superior Silica Sands Is Paying Off [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 »Live From New York… It’s 2025 Shale Outlook Time!
With the rubber hitting the road on 2025 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 in publicly available transcripts emanating from the event… There’s a lot more to this story… Login to …
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