Latest Thoughts

Bankruptcy In Pressure Pumping

Restructuring returns… 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 options …

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DSL Listing Coverage [REACTION ROUND-UP]

Roundup of reactions to the news of the DLS listing… 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 …

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The Lizard vs. Permian E&P [FRAC RISK & MAP DATA]

After the DSL listing, some readers are asking us about E&P impacts. Here’s some map and data analysis / context to help with that question and 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 …

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Few New Takeaways From Ft Worth This Week….

  In this report, we the few takeaways we had from industry conversations we had in Fort Worth 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 …

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Kermit Frac Sand Fatality

This is the kind of update we hate to write. 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 …

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2 Regulatory Updates In Frac Sand Land: RCS & DSL

In this report, we share some regulation 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 has expired, please email us …

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Smart Sand’s Latest Market Outlook

Market takeaways from an NWS leader are covered in this 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, …

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ProFrac Read Through For Frac & Sand

ProFrac earnings this week were met with applause on Wall Street. Here we look into the key points for OFS and E&P folks. 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. …

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Wet Sand Quick Hits – State Of Play Summary

We’ve collected some interesting wet sand anecdotes through recent channel checks and a panel we moderated on wet sand at the Petroleum Connection’s conference conference in Houston earlier this month. Here we distill those conversations into a bullet point summary on the state of wet sand.  … There’s a lot …

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Atlas Issues Statement On Kermit Plant Fire

On Monday morning, Atlas has issued a statement on the fire that Infill Thinking first reported Sunday afternoon. 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 …

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Permian Wet Sand Demand [DATA ALERT & TAKEAWAYS]

First-of-a-kind analysis on Permian 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 …

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With 1Q24 In The Books, Here Is A Theme Summary Plus Infill Thinking’s Top 15 Research Reports Of The Quarter

By The Numbers – Membership Resources Provided During 1Q24 In the ~90 days ending March 31, 2024, the Infill Thinking research team: published 69 independent research updates, emailed 27 original Infill Thoughts newsletters to active members, conducted 2 Permian field trips to gather market intel regularly updated Lium Database Downloads …

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Permian Local Sand Supply Update [Data Alert]

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. …

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