Quick Thoughts

Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …

This week we worked the phones and caught up with quite a few contacts in frac supply chain to chat business trends, hear the voice of the industry, and take the pulse of the sand mining community. In this update we get in the weeds to give you insight on …

This week we worked the phones and caught up with quite a few contacts in frac supply chain to chat business trends, hear the voice of the industry, and take the pulse of the sand mining community. The bottom line is… There’s a lot more to this story… Login to …

We are kicking off a new weekly data series this week. Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know …

Some of the mines in the hot zones have mitigated risk by participating in one of the State’s two conservation plans, but in the case of a listing, it will be important to… There’s a lot more to this story… Login to see the full update…  To read this update …

Most of our simulfrac series to date (5 installments listed below) have focused on operations and market ripple effects. But there are ESG benefits to consider as well…. More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking …

Want to know how many trucks are hauling Texas frac sand and who controls them? We don’t have all the answers, but we have some of them…. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

In this update we tally up a bottoms-up look at Lower 48 frac activity company-by-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, or …

We caught up with Detmar Logistics CEO Matt Detmar this morning to follow up on the Hylion press release and we learned the following:… 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 …

With the DSL coming up more frequently in our offline conversations with Infill Thinking members, some of whom fear the worst on a listing event this year, we went digging to learn more and turned up some very interesting findings in…. There’s a lot more to this story… Login to …