Infill Thinking Lifting the O&G knowledge curve

This week, the trend in “sand per well” (aka proppant intensity) has been on our mind. Here is data on where we’ve been, where we are, settling a 10 year old debate, and even a quote from Confucius to complete the thought… There’s a lot more to this story… Login …

Tracking USL48 frac fleet capacity has traditionally meant watching newbuilds, retirements, reactivations and technology upgrades. Increasingly, however, another variable may matter: equipment physically leaving the U.S. fleet pool for international markets… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

In this data driven post, we discuss the trends in a key oilfield activity driver. 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 …

Something to keep an eye on in the post-war shale market is… 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 …

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 …

Do you buy or sell sand? If so, you need to see this 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 member. If you are new to Infill Thinking, or your …

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 …

We observed construction well under way at the Microsoft / Chevron Project Kilby site in West Texas last week during a site visit as Pecos County is rapidly becoming the next “Data Center Alley”… There’s a lot more to this story… Login to see the full update…  To read this …

3Q26 Research Product Summary Infill Thinking members received 23 e-newsletters over the past 90 days We published 67 new original research reports on www.InfillThinking.com during the past 90 days (the top twenty-five of which are highlighted below) For Lium data plan clients, we updated dozens of data products during the …

Field trip reveals more datapoints about an emerging play… 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 …

We spent several days putting 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 more to …

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 …

Today, we updated our Excel download for data clients tracking frac sand hauling and pressure pumping truck fleets and provided some key takeaways. …   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 observed construction well under way at the Amazon / Pacifico GW Ranch site in West Texas this week during a site visit. This project holds claim to the biggest air permit ever issued in the US. And Pecos County is becoming the next “Data Center Alley”… There’s a lot …

We were grateful for the opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio this week. This is the largest frac sand conference in the industry each year. There’s no substitute for being there in person, but here are some things we …

Field findings on 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 expired, please email us to discuss …

We spent several days putting 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 more to …

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 …

Field checks reveal a warning for the Permian frac supply chain from a gassy basin due east… 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 …

We visited a brand new sand mine this week, walking the location with management to observe how they are dialing in operations and moving some of their first ever truckloads. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

We spent several days putting 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 more to …

Channel checks reveal frustration up and down the frac supply chain in Texas – from Midland to San Antonio, lots of grumbling 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 …

With the rubber hitting the road on 2027 budget planning, OFS and E&P CEOs converged in New York last week for the annual Barclays energy investor conference. Here’s what stood out to us in publicly available transcripts emanating from the event… There’s a lot more to this story… Login to …

We caught up with management team at one of the few Permian local sand plants that has expanded lately and is still expanding even now… 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 spent several days putting 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 more to …

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 …