Quick Thoughts

Haynesville Sand Supply Update [DATA ALERT]

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, …

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MidCon Supply – Steady Eddie [DATA ALERT]

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, …

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Sand Mine Activity Trends By Region [Data Alert]

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 …

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Power. Sand. Water. Shale Is More Than Oil And Gas…

It was great to see many of our readers today in the Woodlands at the frac conference. As we hit the road to go back and think about what we’ve learned, we wanted to flag four upcoming industry events that we’ll be at and you should be at. The Oil …

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A Boring Quarter For Permian Local Sand Supply [DATA ALERT]

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, …

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Halliburton Sees No Seasonal Frac Rebound In Q1

HAL’s CEO had a lot to say about the frac outlook this week and here’s what caught our ear… 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 …

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The 1Q Weather Wildcard Is Here…

Quick thoughts ahead of potential completions disruption later 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 …

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Hauling Headaches Intensify In January 2026

Say you need to get a load of sand trucked – how hard is that right now? We discuss… 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 …

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