Infill Thinking Lifting the O&G knowledge curve

We spent several days putting hundreds of miles on our truck in Utah in September 2026. We toured frac, mine, and logistics sites. We drove multiple completions facilities… here is some of what we learned on location – boots on the ground research prepared with human touch! There’s a lot …

Data for a growth 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 to discuss our …

A new local frac sand mine is coming soon… get details and download our new Bakken / Rockies sand database to learn more… 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. …

A travel update as we are fixing to put boots on the ground to bring Infill Thinking members the latest and greatest insights… 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. …

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, …

A data-driven look at one reason why the Mag 7 Has focused on Pecos County for new AI data center facilities in the powered land rush… 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 …

When Pecos AI booms, what happens to the rest of 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 …

A look at the Mag 7 powered land rush in Pecos and a scoop on a potential project yet to be announced…. 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 …

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 …

In light of the frac supply chain research we published earlier today in the PRB, we wanted to take a closer look at… 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. …

Keep an eye out 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 Infill Thinking, or your membership has expired, please email us to discuss our …

A mine permit may open the door, but financing, market conditions and a committed customer can determine when a project is actually ready to walk through it. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

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 …

GOR is quietly emerging as a catalyst for behind-the-meter (BTM) power generation, and could be a reshaping factor in basin economics for tight oil 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 …

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 …

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 …

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, …

In the time between Labor Day and Thanksgiving this year, we will be on the road a lot to participate in 5 key industry events. The conferences cover 3 of the shale industry’s top categories (each with robust addressable markets). We hope to see you at some of these. Today, …

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, …

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 …

A deep dive on a new project in frac sand mining… 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, …

Pecos is becoming the next “Data Center Alley”… 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 …

They said it… 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 …

This week, we have an update on nationwide 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, …

They said it… 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 …

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 …

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, …

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 …

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, …

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 …

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, …

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, …

Although the mainstream press will focus on the massive spot oil price month move (shock and awe of $130/bbl post Biden\’s Russian oil embargo today), it\’s important to keep in mind the context of the…. There\’s a lot more to this story… Login to see the full update…  To read …

A coin, a quest, a dragon, and sand wars. Nope, this isn’t game of thrones, this is 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 …

Quick thoughts on what we’ve heard so far from oilfield service customers and some early themes to trace through the rest of oilfield 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 …

We share exclusive insights on a frac supply chain project with Canadian and NWS 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 Infill Thinking, or …

Refreshing our upstream consolidation monitor with thoughts on where things go next in dealmaking among operators… 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, …

Quick thoughts on what we’ve heard so far and what it means for the rest of oilfield 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 …

Liberty’s CEO Ron Gusek talked frac market conditions this week and we digested the key frac datapoints and forecasts 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 …

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 …

Our data team shares a data tool for understanding shale activity and pricing 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 …

Quick thoughts previewing some oilfield themes we are tuning into oilfield earnings calls for over the next couple of weeks… 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 …

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 …

Quick thoughts previewing some oilfield themes we are tuning into oilfield earnings calls for over the next couple of weeks… 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 …

Analyzing court documents to assess market implications 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 newsletters, you must be a member. If you are new to Infill Thinking, or your membership has …

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 …

Data for a growth 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 to discuss our …

We follow up on a debate we introduced 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 has expired, please …

Lot’s to talk about in the Permian Sand business… 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 …

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 …