Latest Thoughts

Permian Sand Mining Workforce Plateaus [Chart Of The Day]

A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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 …

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“Yeah But…” Industry Feedback On Our Thesis Of Frac Sand Consolidators Emerging

Following the logic on M&A possibly returning in frac sand… 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 …

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Good News Bad News For S TX Sand Buyers

An update on Eagle Ford sandemonium… 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 …

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Paying Off The Tease…

We realize there were several cliff hangers in our research publication earlier this week (specifically in this update). Sorry about that, but when our sources ask us to not share sensitive details we comply to a fault. We said as much as we could earlier, and now we are happy …

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Infill Thinking’s Top Fifteen 3Q21 Updates

With 3Q21 in the books, we are pausing to look back at the most read Infill Thinking research updates of the quarter. The oilfield activity recovery continued, but… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

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Rig Count – 10/1/21

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …

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Frac Newco & Market Updates

In light of several recent public announcements and developments at startup frac outfits we’ve been covering this year (plus the public “arrival announcement” of another new entrant), now’s a good time for pressure pumping newco news roundup. Throughout 2021, we’ve kept Infill Thinking members in-the-know early about the several new …

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From Bad To Worse For Eagle Ford Sand Buyers…

Things went from bad to worse for buyers in the Eagle Ford sand market this week… here’s the latest. 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 …

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Rig Market Heats Up

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …

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South Texas Frac Supply Chain Roiled By Covid

Last week all the talk in the Eagle Ford frac supply chain market was of a mine closure that rapidly tightened the local proppant marketplace. Here are the details and market impacts… Login to see the full update… To read this update and receive our research newsletters, you must be …

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Digesting The First Water Midstream Pure Play IPO Filing

We analyze a huge deal in water midstream. 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 …

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4 Things We CLARIFIED In Grapevine This Week…

This week, we participated in the 10th Annual Petroleum Connection Frac Supply & Logistics Conference in Grapevine Texas. In a related update this moring, we highlighted some new things we learned at the event. The focus of the following key takeaways is on market observations we thought we knew about …

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5 Things We LEARNED In Grapevine This Week…

This week, Grapevine Texas is the epicenter of the frac sand industry as about 300 completions industry insiders have gathered for the 10th Annual Petroleum Connection Frac Supply & Logistics Conference. They came for the great content and networking. They stayed for the seafood tower (crab claws anyone?), sushi at …

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US Sand Demand: Nat Gas vs. Crude Oil Split [Chart Of The Day]

How will higher gas prices translate to frac sand demand? Important context here… 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 …

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Shots Fired In E-Frac World [Friday Fun]

Halliburton held a webcast during the Barclays investor conference this week, and we analyzed the finer points around ESG-fleets here. During our viewing, we kept getting distracted by the captivating… Login to see the full update… To read this update and receive our research newsletters, you must be a member. …

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HAL Hot Takes On ESG Frac Fleets

This week, Halliburton talked about something we’ve been doing a lot of work on lately: ESG fleet trends. Here’s the key points and the key pieces from our archive to add context… Login to see the full update… To read this update and receive our research newsletters, you must be …

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Comparing Basin By Basin Local Sand Activity Trends [Chart Of The Day]

How is local sand activity faring regionally? Find out here… 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 …

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A First Look At 2023 D&C Activity Expectations

Leveraging work done by the data science team at Lium, we share a peek ahead at 2023 base case shale activity expectations for spending, frac and rigs. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

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The Top 10 Busiest Frac Sand Mines In The United States Of America

Who’s plant is the busiest plant? We ran the numbers and… 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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