Latest Thoughts

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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Shale Capex Trends For 2024 [Chart Of The Day]

A look at the addressable market for oilfield services, equipment, supplies, and consumables. 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 …

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Industry Reaction To Atlas / Hi Crush

Ruminations and musings after we’ve had a chance to discuss the huge M&A deal news in frac sand this week with many contacts… 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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Atlas Conference Call Takeaways

Elaboration from conference call on breaking M&A deal news in frac sand this morning… 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 …

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People On The Move In The Frac Supply Chain

Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. Here we discuss some recent changes across various companies in the frac supply chain. There’s a lot more to this story… Login to see the full …

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Celebrating Our 700th Newsletter Edition And 6 Years Of Independent Research. Have You Ever Wondered How Infill Thinking Got Its Name?

This Tuesday, Infill Thinking’s twice-weekly newsletter celebrates a nice milestone. We are shipping our 700th edition! Issue #1 was sent to a handful of early subscribers way back on October 21, 2016. 699 editions, thousands of readers, over 2,300 research reports published, and 6 years later, Infill Thinking is still …

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