Infill Thinking Lifting the O&G knowledge curve

We spent several days in late-September 2024 driving 1,000 miles around Louisiana, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …

We drove to a frac sand mine shipping their first loads last 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 …

By The Numbers – Membership Resources Provided During 3Q24 In the ~90 days ending Sept. 30, 2024, the Infill Thinking research team: did two field trips – one to the Eagle Ford, one to the Haynesville – to gather carpet-level intelligence for members met with E&P operators to gather intel …

We spent several days in late-September 2024 driving 1,000 miles around Louisiana, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …

Economics 101 says that oversupplied markets have depressed pricing. But don’t forget Porter’s Five Forces… in this piece we discuss the interplay of two competing variables in the pricing equation that could have big implications for the future of frac sand pricing in Louisiana… There’s a lot more to this …

On Wednesday, we drove from dawn to dusk in the Haynesville shale. We managed to see 7 frac sand plants and 2 frac jobs that day. It was a great day for it too in the beautiful countryside around Shreveport. Here are some quick frac market nuggets from our time …

This week, we have an update on local sand mining activity incorporating boots on the ground datapoints… 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 frac sand mine under construction this week. What we saw changed our perspective 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 …

As shale turns 20 years old, we are examining and commeroating a variety of historical trends to illuminate big structural changes in shale’s history (including some ongoing themes that continue reshaping the industry). Our goal with this new series is several-fold: provide data-driven context for key multi-cycle themes (including several …

We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …

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 …

  Market intel on the MidCon 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 …

We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …

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, …

As shale turns 20 years old, we are examining and commeroating a variety of historical trends to illuminate big structural changes in shale’s history (including some ongoing themes that continue reshaping the industry). Our goal with this new series is several-fold: provide data-driven context for key multi-cycle themes (including several …

A Mag 5.1 quake in Midland last night was felt by thousands and the epicenter was in the heart of Midland Basin disposal well territory. In this report, read about it, see data, and plan to join us at an upcoming industry event to address the situation: There’s a lot …

Today, we refreshing another high value data resource for Lium Shale Data clients… 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 …

  We caught up with a frac sand management team for exclusive details on growth plans they have in the works…   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 …

We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …

From the field to your desk, here are things to know in the frac market today… 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, …

As shale turns 20 years old, we are examining and commeroating a variety of historical trends to illuminate big structural changes in shale’s history (including some ongoing themes that continue reshaping the industry). Our goal with this new series is several-fold: provide data-driven context for key multi-cycle themes (including several …

We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …

With the rubber hitting the road on 2025 budget planning, OFS and E&P CEOs converged in New York this 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 spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …

We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …

As shale turns 20 years old, we are examining and commeroating a variety of historical trends to illuminate big structural changes in shale’s history (including some ongoing themes that continue reshaping the industry). Our goal with this new series is several-fold: provide data-driven context for key multi-cycle themes (including several …

  We spent last Wednesday and Thursday driving more than 1,000 miles around Eagle Ford gathering completions market intel and facility information last week. We saw frac sand mines, terminals, frac crews, and plenty of sand trucks across the basin. The 9 frac sand mines that we saw comprise more …

A big development we broke news about a month ago is confirmed today… 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 …

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 …

Today, we rounded up some fast facts folks in frac should know.. 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 …

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 …

As shale turns 20 years old, we are examining and commeroating a variety of historical trends to illuminate big structural changes in shale’s history (including some ongoing themes that continue reshaping the industry). Our goal with this new series is several-fold: provide data-driven context for key multi-cycle themes (including several …

Carpet level insights illuminate the big picture trends in frac… 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 …

Today, we are introducing a new Excel download for data clients tracking frac sand hauling fleets, primarily in the Texas completions market. 5 key takeaways from the new data include: …   There’s a lot more to this story… Login to see the full update…  To read this update and …

We round up 7 interesting datapoints in the 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, …

Today we have refreshed a resource for clients of our premium data service. Read takeaways from the update here… 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 …

Today we examine data on supply trends in frac sand. 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 …

  Key takeaways from new premium 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 membership has expired, please email us to …

As shale turns 20 years old, we are examining and commeroating a variety of historical trends to illuminate big structural changes in shale’s history (including some ongoing themes that continue reshaping the industry). Our goal with this new series is several-fold: provide data-driven context for key multi-cycle themes (including several …

Ask different folks in the oilfield when the shale revolution began and you’ll get a variety of answers. For us, the point of demarcation was in 2004 and as such, shale turns 20 this year. We launch a new data report series to celebrate shale’s big Two-Oh birthday. There’s a …

This week, we have an update on E&P spending trends… 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 …

What’s shale doing about the hottest trend in the broader economy 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 Thinking, or your membership …

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 …

Boots on the ground report from the heart of northeastern shale… 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, …

  What are customers saying about pricing trends? 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 …

What to know form 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 …

We present a summary of some frac operations updates that all completions folks should know about… 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, …

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, …

Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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 …

We pull some key takeaways out of U.S. Silica’s final 10Q filed as a public company. 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, …