We caught up with a Haynesville frac supply chain market leader 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 …
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The Latest D&C Trends [Shale Monthly Activity Data Alert]
In this data alert, see an interesting observation from a new data release just added for data subscribers… 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 »Here’s How US Shale Executives See Oilfield Inflation Trends [Voice Of The Industry]
Our year-end market survey is in the books! See how your peers responded to the open ended questions 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 …
Read More »Quantifying XOM’s Petcoke Proppant Push [Data Alert]
In this report, see how to access the data and read 5 key takeaways on Exxon’s petcoke proppant push… 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 »Mid-Year 2026 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 »In Other News… +1 New Local Sand Mine, Waynesville Frac Supply Chain Updates, Frac Pricing Datapoint, Oil Falls, & More…
Several quick hits of note if you work in the L48 oilfield… 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 Mine’s Statement On Dry Sand Process & Quality
The Permian frac supply chain is buzzing about a potential sand processing development… 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 »Something Big Brewing With A Permian Plant’s Sand Treatment Techniques?
The Permian frac supply chain is buzzing about a potential sand processing development… 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 »It’s Still A Struggle To Be A Buyer Of South Texas Sand
Field check intel on a key completions market… 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 …
Read More »Infill Thinking Members Only Mid-2026 Oilfield Market Survey
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next”. 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 »Bakken / Rockies 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 »Watch Out For 2H Activity Drop If Public 2026 E&P Budgets Don’t Budge… [DATA ALERT]
Login to see data takeaways from another collection effort by our tier one data team! 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 »Digging Into A “Grassroots” Response To Oil Prices In The Lower 48
Follow the rigs to know where the crews are going… 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 »A Look At Consolidation In The Frac Supply Chain After The Latest Iron Oak M&A
After yesterday’s press release confirmed last week Infill Thinking reporting, we dug in a bit deeper to explore market 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 …
Read More »Permian Power Preview – One Week Until The Event Of The Year For The Intersection Of AI, Oilfield & Power Gen
On June 8, 9 in Midland, hundreds of Power Market participations will gather discussing oilfield electrification, data centrs and grid vs. off grid power solutions. Here’s a preview, and plan to join us there: https://powerpermian.com/2026-conference/ There’s a lot more to this story… Login to see the full update… To read …
Read More »Frac Sand M&A Deal Announced – Iron Oak Takes Over Signal Peak Silica
Today’s press release confirms yesterday’s Infill Thinking reporting… 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 …
Read More »Private E&Ps Are Reacting To Oil Prices
Something to keep an eye on in the post-war shale market is… 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 »Our Latest D&C Trends [Shale Monthly Activity Data Alert]
In this data alert, see an interesting observation from a new data release just added for data subscribers… 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… Deal Rumblings, Failed Auction On Bankrupt Mine, Utah Energy Summit Takeaways, Permian Power, Frac Pricing Anecdote, & more…
Several quick hits of note if you work in the L48 oilfield… 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 »Public E&P Well Data Analysis As Of 2Q26 [Operator Handbook Series 3 / 3]
This is an installment in our highly regarded “Operator Handbook” research report series, which summarizes operator-by-operator 2026 campaign details in three parts. This is the final installment in the 2Q26 series and focuses on well data… There’s a lot more to this story… Login to see the full update… To …
Read More »MidCon Frac Supply Chain 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 »New Well Demand Jumps In One Of Two Big Tight Oil Plays & We Look At Who’s Driving [CHART OF THE DAY]
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 »Eagle Ford Local 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 »Here’s How The Oil E&P Operators Are Thinking About Inflation…
Where will well costs go from here? 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 »Public E&P Production Data Analysis 2Q26 [Operator Handbook Series 2 / 3]
An E&P-by-E&P look at who’s growing, who’s flat, and what’s really driving US shale production post-earnings… 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 »In Other News… Frac Sand Lawsuit, Trucking Liability Ruling, DOT Blitz NPT, & More…
Several quick hits of note if you work in the L48 oilfield… 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 New Permian Local Sand Mine? Supply Intelligence 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 »Frac’ing & Drilling Plans For Over 3-Dozen E&Ps As Of 2Q26 [Operator Handbook Series 1 / 3]
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 »Cudd Is Working Up Pricing Before Even Thinking About Adding More Crews
We catch up on key takeaways for a Permian fleet of hydraulic frac horsepower… 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 »Sand Mine Productive Data [Data Alert]
Vital frac supply chain data for buyers and sellers and capital allocators. 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 »U.S. Public E&Ps Mostly Keep Their Foot On The Brakes… [Chart Of The Day]
OFS addressable market trends as we digest the latest capex budget 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 …
Read More »Sand Struggles In South Texas
An update after a round of channel checks in the Eagle Ford… 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 »ProFrac Hikes Price Across Most Of Their Frac Crews
Here’s what you need to know about ProFrac’s approach to the market and latest 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 …
Read More »Atlas Shares A Recovery Roadmap: Pricing Yes, V-Shape Activity No
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 »First A Major & Now An Independent Are Growing The Permian D&C Budget
E&P capex is starting to 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 expired, please email us to discuss …
Read More »Inflation Is Back In The Oilfield! Company Takes On Well Cost Drivers…
Where will well costs go from here? 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 »Only 1 Of 4 Super Majors Will Raise The Permian Budget Right Now…
What are the big boys doing in shale? 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 …
Read More »The $25 (per barrel) Question – Two Oil Prices, Two Very Different Outlooks… [DATA ALERT]
This week, we share new data on production growth in the US. 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 »Assessing April Data On A D&C Leading Indicator [CHART OF THE DAY]
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 »ProPetro Getting Pricing Traction In Frac, Says People Are The Next Bottleneck
Here’s the latest frac outlook thoughts from a Permian pumping 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 »Lateral Lengths Vs. Sand Loadings – A Quick Look At Appalachian Frac Trends
In Appalachia, we find a divergence tells a very interesting story… 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 »WTI Is Now $75/bbl Twelve Months Out! [Chart Of The Day]
Oil prices are flashing green signal lights to L48 E&Ps where short cycle barrels are theirs for the taking… 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 »The Latest Frac Anecdotes We Are Hearing As WTI Hovers At $100/barrel…
Here is some of what we are hearing in our latest round of field checks… 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 »The Utica’s Unclaimed Prize
Ascent Resources has long been a coveted unclaimed prize in Appalachia — so why can’t anyone close the deal, and who (if anyone) finally will? 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 …
Read More »NexTier Is Raising Frac Prices And Hiring For The U.S. D&C Market Inflection
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 Calls The Frac Bottom As Their Sales Force Raises Prices & Considers Capacity Increases
Liberty’s CEO Ron Gusek talked frac market conditions this week – his take comes at a critical time in the oilfield business cycle, less than 2 months after the unforeseen and sudden re-rating of oil prices. There’s a lot more to this story… Login to see the full update… To …
Read More »“Pivot Point” vs. “Signposts” – Comparing HAL’s Outlook To Lium’s
In a matter-of-fact manner, we summarized key points from Halliburton’s conference call today in this report. But we also wanted to take a bit more of an analytical approach and compare what HAL said today vs. our recent research from field checks, anecdotes, and data. That’s what you’ll find in …
Read More »Was 1Q26 The Cycle Bottom? [Shale Monthly Activity Data Alert]
In this data alert, see an interesting observation from a new data release just added for data subscribers… 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 »Halliburton Says There Is No More Frac Calendar White Space Through June
HAL’s CEO had a lot to say about the frac outlook this week and here’s what caught our ear… 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 »How Many More Active Frac Crews Would $75 & $100 Oil Bring? [Chart of the Day]
A fresh take on predictive data for the oilfield… 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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Infill Thinking Lifting the O&G knowledge curve