Our desk is churning out the research this week full steam ahead… 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 data-driven look at capacity trends for the completions industry… 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 …

Over the past couple weeks, our trucking contacts have been buzzing about a new challenge this year… 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 …

This is an installment in our highly regarded “Operator Handbook” research report series, which summarize operator-by-operator 2025 campaign details in three parts. This is the final installment in the series and focuses on well data disclosed by the E&Ps for 2025 programs including costs, lat length, design, and productivity as …

Thinking ahead about the most important emerging debate in the shale outlook with the benefit of premium data from Lium… 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 …

Thinking ahead about the most important emerging debate in the shale outlook with the benefit of premium data from Lium… 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 …

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 …

Points being made by the new administration are crucial to getting the OFS outlook right… 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 …

Data driven context for rig count 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 your membership has expired, please email us 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 …

A round up of fleet counts… 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 …

Today we have refreshed a key resource for clients of our premium shale data service… this report collects 10 takeaways from the latest geo-data. 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 …

What to know from ProFrac earnings 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 has expired, please email …

Smart Sand released their 4Q24 earnings this week… and there was a change-up in the report this quarter. 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 …

Data-driven market analysis of Permian addressable market in 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 …

Important frac supply chain update for the Lower 48 frac sand 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 …

9 leading edge datapoints that folks in the frac supply chain should know… 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 …

With earnings season winding down, we were curious to take a look at the conversation in the L48 onshore oilfield about one of the hottest macro trends in the world today… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

  Permian industry contacts have been texting us today sharing that they felt trembling in downtown Midland, northern Midland, and east Odessa around 1:30 today. Just last week, we wrote about rising seismicity concerns, and produced water injection, driving Permian production costs higher this report. We cordially invite you to …

What do operators have to say about oilfield service 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 membership has expired, …

  We picked up on a notable extension for local sand inked during 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, or …

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 …

  We review E&P reaction to the tariffs, plus something Trump said in Miami last week caused us to perk up a bit… 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. …

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, …

Last week we previewed severe cold weather in the Permian here. We’d be remiss not to follow up, even though… 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 …

This week, we have an update on local sand mining activity incorporating boots on the ground datapoints…   Not a data client of ours yet? Check out this video to learn more about our enhanced subscriptions… There’s a lot more to this story… Login to see the full update…  To …

This week, we tuned in as another completions service provider’s executive team discussed their frac market outlook for 2025. Here’s what we learned… photo taken by infill thinking in 1Q25 showing the company’s fleet pumping for a major operator near Stanton after we followed the truckloads of wet sand from …

On Feb 15, 2025, a magnitude 5.0 quake struck Culberson County. A 4.7 mag tremblor followed 3 days later in the same area. In this report see relevant analysis and data plus an invitation to join us in discussion about the implications of this seismicity… There’s a lot more to …

Self-help will be a theme in shale this year and here are some unfun datapoints in this trend… 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 …

Our data team shares a data tool for understanding consolidation. 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 …

Sand in the Permian is already seasonally tight as we covered here last week. And now, mines face… 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 …

As more and more OFS firms eye the AI data center buildout as an opportunity for mobile power gen solutions, we wanted to highlight a unique play-by-play on the construction of a cutting-edge data center project. There’s a lot more to this story… Login to see the full update…  To …

We analyze frac service vendor implications in some recent E&P M&A 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 …

  Ending the week on a humorous note… 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 …

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 …

Nowhere to go but up? Not so fast my friend… 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 …

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 …

  This week, we had a chance to catch up with a private company management team about some of the expansion projects they were working on when we visited their Haynesville mining site last year…   There’s a lot more to this story… Login to see the full update…  To …

In this update, we share more insights from our time on the road hunting for market intelligence to provide to Infill Thinking readers… There’s a lot more to this story… see our top themes and reports of the quarter inside. Login to see the full update…  To read this update …

We caught up with a leading provider of speciality proppant to learn about a new technology they are introducing to the Permian soon… 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. …

In January, we toured a large local frac sand plant in the Permian – here is what we saw… 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 …

  We had expected and modeled a significant spending decline, but not quite this big. 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 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, …

This week, we gained a deeper understanding of how an OFS leader is thinking about power… 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 update on a project which has stirred up local controversy… 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, …

  Last year during conference calls with investors, Chevron’s top brass made a hint that their words last Friday now confirm… 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 …

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. …

Infill Thinking covers read-through and takeaways from the first earnings release of 1Q24 OFS earnings season… Before our takeaways, we recognize Chris Wright on his confirmation as U.S. Secretary of Energy – congratulations Chris and congratulations America, for we cannot imagine a better person for the job. Chris founded Liberty …

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, …

In this update, we share key takeaways from our recent visit to High Roller Sand’s flagship Permian mine. 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 …