Infill Thinking Lifting the O&G knowledge curve

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, …

Each Friday while oilfield uncertainty remains elevated, we will publish a Shale Macro Reaction Monitor. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints…   There’s a lot more to this story… Login to see the …

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 …

Our research has turned up a notable downturn datapoint from the private pressure pumping world. 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 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, …

  We have been doing field checks with frac contacts about Trump’s big trucking executive order signed last week. What will this mean for frac supply chain? Read industry reaction and background here… There’s a lot more to this story… Login to see the full update…  To read this update …

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 …

Each Friday while oilfield uncertainty remains elevated, we will publish a Shale Macro Reaction Monitor. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints…   There’s a lot more to this story… Login to see the …

We hate to write this update and our thoughts and prayers are with all involved and close to the worker. 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 …

Today, we refreshed a must-have shale database tracking some key metrics in the L48 shale surface markets. 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 …

  A new wellsite storage innovation deployed on a containerized sand system in the Permian caught our attention this month… 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 …

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 …

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, …

Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. If you aren’t one of our plugged-in data clients yet, check out this 2-minute video overview (sound on).   Lium Shale Data Intro No Description   There’s a lot more to …

Each Friday while oilfield uncertainty remains elevated, we will publish a Shale Macro Reaction Monitor. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints…   There’s a lot more to this story… Login to see the …

HAL earnings hit the newswire on Tuesday morning, and we highlight key points of interest from their earnings material and conference call for the broader completions market here… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Infill Thinking covers read-through and takeaways from the first earnings release of 1Q25 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, …

In just 2 weeks, hundreds of top execs in the U.S. oil industry are gathering – we encourage you to join us at the Irving Convention Center on May 5-7 for The 5th Annual Oilfield Water Markets Conference. This is the top conference left on the 2025 calendar for senior …

Dust off your downturn playbooks… we are on the verge of the most uncertain earnings season since Covid… 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 …

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 …

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 participated in the Petroleum Connection’s Frac Sand Industry Update in Houston. The conference was well attended, it was good to see everyone, and we learned a lot. In this report are key takeaways that resonated with us… as always our notes are no substitute for being there …

Iron Oak is a new name in frac sand, but their predecessors have more than 300 years of combined history. As we watch one of frac sand’s most exciting platforms move into the next era of proppant solutions, we pause to reflect on their legacy and current operations through a …

Login to see crucially important data if you conduct business in the Permian 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 …

  This Wednesday, we look forward to seeing many Infill Thinking members again in person again for the Petroleum Connection’s 10th Annual Frac Sand Industry Update Conference at the Petroleum Club in Houston. They may still have some last minute passes if you haven’t registered yet (click here). Infill Thinking …

Company by company sensitivity to oil price analysis plus some big picture thoughts… 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 …

A deal has been announced this morning that further consolidates the Permian frac sand market and strengthens the production portfolio of one of the Lower 48’s largest frac sand suppliers… There’s a lot more to this story…  Login to see the full update…  To read this update and receive our …

TGIF… what a wild week in the economy. In this report, an update on what happened, what we are hearing from our industry contacts, and some initial thoughts as we reassess our own oilfield outlook. There’s a lot more to this story…  Login to see the full update…  To read …

It’s the one-year anniversary of a Permian frac sand miner and we caught up to see what’s new… 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 we explain below, we estimate that to meet the full incremental demand estimate of planned LNG export capacity in the region, Haynesville rigs, frac crews and sand volume would each need to… There’s a lot more to this story…  Login to see the full update…  To read this …

We visited with Atlas’s CEO this week after seeing the Dune Express conveyor in person earlier in 1Q25 to learn more about this one-of-a-kind frac sand asset. There’s a lot more to this story…  Login to see the full update…  To read this update and receive our research newsletters, you …

We dig into reader questions about whether a mine datatpoint is a move or incremental capacity… 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, …

Today, we refreshed a must-have shale database tracking some key metrics in the L48 shale surface markets. We also shared analysis of key oilfield market themes from 1Q25… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Another eventful oilfield quarter is history. Today we share our most read reports of the past 90 days. During 1Q25, Infill Thinking made two Permian field trips to gather intel, published 79 original research reports and sent 25 email newsletters to our valued members with an open rate above 70%. …

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 …