Latest Thoughts

Last Mile Still A Hot Mess

Frac customers continue to struggle with trucking. As sand supply now becomes a challenge too, the last mile problems are compounded. Here is the latest from our last mile channel checks. Login to see the full update… To read this update and receive our research newsletters, you must be a …

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Texas Sandemic

Deja vu. Remember sandemonium in the Permian early-last year? Well… it’s back. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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Is A Run On Sand Starting?

A hunch we’ve been writing about for months is coming to pass… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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Permian Operator Opens Up About Mobile Mini Sand Plant

An update from an E&P operator follows Infill Thinking reporting of the development by approximately one month. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …

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Big Drilling Momentum As 2021 Begins…

The US land rig count powered through the holiday season and is up 38% (+95 rigs) since the start of the fourth quarter of 2020. This was a December to remember, second only to 2016’s performance in the past decade. Login to see the full update… To read this update …

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New Year, New Era At Liberty OFS

In light of today’s deal news, we wanted to share some of the recently formulated resources in our archive that we assembled to think through what this deal means for the frac and frac supply chain marketplace. We hope this research proves helpful as a new era begins at Liberty… …

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Infill Thinking’s Top 20 Of 2020

You don’t need yet another publication telling you what a crazy year 2020. So we won’t. Instead, here are some stats on the member resources Infill Thinking provided during 2020 followed by a list of the most popular research updates that Infill Thinkers clicked on during the year. Spoiler alert, …

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Eagle Ford New Well Demand Trends Into Year-End – Positive But Not As Compelling As The Permian

In this week’s regular rig count update, we take a look at… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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Covid’s Frac Impact Takes A Turn For The Worse…

A quick update to our frac outbreak story from last week… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New …

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The 2021 Outlook Survey Results Are In!

We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead outlook… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive …

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Boots On The Ground Frac Hauling Thoughts From A Dusty Texas Lease Road [Friday Guest Post]

We are honored to carry this very important member guest contribution from… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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A Microproppant Mill Lands In The Eagle Ford

We had a chance this week to catch up with the owner / operator of an interesting and unique new frac sand facility that has just landed in the Eagle Ford Shale. Login to see the full update… To read this update and receive our research newsletters, you must be …

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The Straight Skinny On A New Greenfield Local Sand Project In Utah

After reporting last week that Black Mountain has sold… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on …

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One-On-One With Ron Gusek About Libertized Frac Sand

This week at the Petroleum Connection’s frac sand conference in San Antonio, we were honored to conduct a “fireside chat” with one of the most respected executives in the industry – Ron Gusek, President of Liberty Oilfield Service. Login to see the full update… To read this update and receive …

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Amid Talk Of Another Sand Hauler Closing The Door, The Last Mile Niche Is On Thin Ice

Infill Thinking has learned that… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only find …

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