In this data driven post, we discuss the trend in Permian simulfrac 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 …
Read More »Latest Thoughts
A Frac Sand Defendant Fires Back…
Both sides of an important frac sand case are now public and will have their day in court. We discuss the latest details in the case… 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 »7 Frac Sand Quick Hits: People, Power, Prices, Production, Processing…
Our desk is churning out the research this week full steam ahead… 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 »Friday Followup: Digging A Little Deeper On A Utah Sand Miner
We dig into a recent question about a mine on the move… 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 »Sand Hauling Carrier Trends [Data Alert]
Today, we are updating another Excel download for data clients – this one tracks frac sand hauling fleets. Some key takeaways from the new data include: … There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »THE POWER PLAY: “Who’s Who In The Zoo”… A Quick Study Of Big OFS Relationships In Power
What’s shale doing around the hottest trend in the broader economy this 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 member. If you are new to Infill Thinking, or your membership …
Read More »North And West Local Sand Activity Update [Data Alert]
If you work in the Bakken, Powder River, Uinta, DJ, or Scoop/Stack basins, you won’t want to miss this intel. 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 »Reading Some Of The Tea Leaves On The Home Stretch Of 2025…
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 »The D&C Slowdown Is Becoming More Concrete [Data Alert]
Today, we refreshed a must-have shale database tracking some key metrics in the L48 shale surface markets. 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 »Visualizing The Consolidation Of Kermit Sand [Map Of The Day]
Following through on something that resonated with us in our recent Permian travels… 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 »A Case A Day In A Four-Pack Of Oilfield Legal Disputes: Today’s Case In Logistics… [Part 4 Of 4]
Who’s suing who in the oilfield? Why does it matter? We discuss the latest cases and their implications… 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 »An IPO In Permian Produced Water As Volumes Rise…
Recent deal news equals +1, -1 public company in midstream of water! 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 »Haynesville Sand Supply Update [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… A Closure In Frac?, New Last Mile Headache, Will Trucking Turnaround, Off-Grid Power BOOM, Carrier Exits, People, & More…
Our desk is churning out the research this week full steam ahead… 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 »A Case A Day In A Four-Pack Of Oilfield Legal Disputes: Today’s Case In Water… [Part 3 Of 4]
Who’s suing who in the oilfield? Why does it matter? We discuss the latest cases and their implications… 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 »Frac’ing & Drilling Plans For 4 Dozen E&Ps [Operator Handbook]
Who’s working what where? 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 discuss our current …
Read More »Eagle Ford Local Sand Supply & Pricing Update [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 »A Case A Day In A Four-Pack Of Oilfield Legal Disputes: Today Is E-Frac… [Part 2 Of 4]
Who’s suing who in the oilfield? Why does it matter? We discuss the latest cases and their implications… 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 »What’s Left In The Tank For 2025 In Shale? [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 »Will Texas Honestly Address Texas Westmoreland Coal or Bury Their Heads in Frac Sand (or some other “Solid Materials”)? [Expert Guest Post]
Expert perspective of great value as Texas E&Ps, pumpers, sand movers and miners navigate a big change put forth and then delayed and then paused by the government… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »A Case A Day In A Four-Pack Of Oilfield Legal Disputes: Today’s Case In Frac Sand… [Part 1 Of 4]
Who’s suing who in the oilfield? Why does it matter? We discuss the latest cases and their implications… 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 »Catching Up On Frac Service Management Comments
Another oilfield service season is in the books and we are catching up on everything said since we spent more time in the field than listening to calls during this reporting season! There’s a lot more to this story… Login to see the full update… To read this update …
Read More »5 Key Takeaways From Our Latest 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 »Iron Oak Continues Consolidation Spree
Another Merger Monday 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 expired, please email us to discuss …
Read More »The Latest Frac Sand Market Outlook From Atlas: Tough Sledding, But Taking Market Share
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 »The “Sand Slinger”… Plus 8 Other Things E&Ps Said About Sand Just Now
This earnings season, frac sand comments have been fairly light. The most notable of the sand remarks made by E&Ps on their conference calls over the past couple weeks was… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »About Those Frac Sand Sales Taxes? Well… Never Mind!
A massive paradigm shift could affect Texas frac sand in a huge way, but will it happen now? 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 »Frac Sand Plant Activity Trends For 2Q25 [Chart, Datapoints, 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 »Permian Field Trip – Sand Mine Notes & Photos From The Road
We traveled into the heart of the Permian to see what we could see 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, …
Read More »Bankruptcy In Frac Sand Part 2 – What We Learned From The Petition & Other Filings…
Restructuring returns and we dig deeper… 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 discuss …
Read More »10 Things We Are Going To Pittsburgh To Learn Next Week
We are traveling into the heart of the Marcellus Shale next week to learn what we can learn about the northeast shale plays… 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 »Permian Field Trip – Frac Crew Trends, Notes & Photos From The Road
We traveled into the heart of the Permian to see what we could see 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, …
Read More »Bankruptcy In Frac Sand
Restructuring returns… 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 discuss our current subscription options …
Read More »7 Quick Hits In The Frac Supply Chain…
In addition to our deeper dive pieces this week, here’s a roundup of quick hits… 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 …
Read More »Our Thoughts On Atlas’s Wellsite Screening Acquisition
In this update, we share thoughts on a transaction announced today in frac sand land. 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 …
Read More »Oilfield Fire In The Midland Basin Near A Simulfrac This Weekend
Cross-referencing the blaze coordinates with our well database, we found that… 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 »NexTier’s Latest Frac Market Outlook
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 »Liberty Echos Halliburton’s Take On Frac Challenges, Trials Slurry…
Infill Thinking covers read-through and takeaways from the first earnings release of 2Q25 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 »What Happened To Mines Last Time A Downcycle Hit This Hard?
Those who don’t learn from history may be doomed to repeat it. And those who don’t even have the history don’t have a chance! 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 »A Tale Of Two Markets… [Data Alert]
Today, we refreshed a must-have shale database tracking some key metrics in the L48 shale surface markets. 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 »Halliburton Stacks Frac Fleets, Slows Pace Of E-Fleet Construction As Service Pricing Declines More
HAL earnings hit the newswire on Tuesday morning, and we highlight key points of interest from their earnings material and conference call for the broader completions market here… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Is Immigration Disrupting The Frac Supply Chain?
Something unusual is percolating in the frac supply chain – regulatory risk for a critical path labor pool. 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 »In Other News… Water Ruling, M&A Closure, Data Lag, Sand Traffic Anecdote, RFP Season Preview, Simulfracs, Supersand, Supermajor Spats, & more…
Our desk is churning out the research this week full steam ahead… 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 »Frac Fleet Efficiencies Hovering At All Time Highs [Chart Of The Day]
With another earnings season upon us, we share some data on a theme that we expect multiple companies to discuss this quarter.. 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 »10 Thoughts Headed Into Frac Earnings Next Week & A Shale Schedule
Another earnings season is just around the corner, 10 things to listen for and what to expect… 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 »Just The E&P Customer Data From Our Mid-Year 2025 Oilfield Survey Results [Charts]
We are excited today to share the results of our well-attended industry marketplace survey about the oilfield 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 …
Read More »Mid-Year 2025 Oilfield Survey Results Are In! [Charts]
We are excited today to share the results of our well-attended industry marketplace survey about the oilfield 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 …
Read More »The Permian Earthquake Trend Was Doing So Good Until Misbehaving In June [Chart Of The Day]
Water matters. Alot. Here’s some key data analyzed as you think about flow assurance (and completions demand) in the biggest oilfield in the world… 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 »Utah’s “Mini-Me” Version Of The Permian Dune Express
A look behind the scenes at a logistics solution to displace truck traffic in the Rockies. 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 »Looking Beyond The Doom & Gloom… [Voice Of The Industry]
Our midyear survey is done! See how your peers responded to the open ended question at the end 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 …
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