Latest Thoughts

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 …

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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, …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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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