Infill Thoughts

We pull some key takeaways out of U.S. Silica’s final 10Q filed as a public company. 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, …

Things were getting better on the Permian earthquake front… until 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 …

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, …

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. …

A potentially big development is brewing in the wet sand pile game… 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 …

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, …

An update on the regulatory situation in NM as it pertains to water disposal… 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 …

We share company specific details after catching up with another private frac sand company’s management 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, …

A quick hit and chart from our big data update last week on D&C trends and forecasts… 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 …

  By The Numbers – Membership Resources Provided During 2Q24 In the ~90 days ending June 30, 2024, the Infill Thinking research team: published 76 independent research updates, emailed 26 original Infill Thoughts newsletters to active members, spoke at the premier industry conferences in the frac sand and oilfield water …