Update on a key part of 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, please …
Read More »2025 Shale Stats Summary & Final Shale Monthly Of The Year [Data Alert]
If you are working in the shale market place and you don’t have this data, it’s like you are flying blind. Don’t fly blind. 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 …
Read More »Our Top 25 Reports Of 2025
Happy New Year 2026 to the shale industry! During 2025, Infill Thinking members: saw 278 original research updates, received 96 members-only email newsletters, accessed unique proprietary data under the Lium Data Plan, benefitted from multiple field trips we conducted to report firsthand observations on frac jobs and supply chain activity… including …
Read More »Today’s New In-Basin Sand Supply Data Includes One New Mine And Several Closures [Data Alert]
If you work in US Frac Sand, you won’t want to miss this intel. 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 …
Read More »+1 Local Sand Mine Coming To The Far West US O&G Industry…
An update of interest to those involved with frac sand in the Rockies… 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 …
Read More »Pet Coke Stocking Stuffers? Data Shows Some Promise [Data Alert]
In this update, we’ve unearthed new data on the newest technical trend in proppant… 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 …
Read More »Shale Super Cycle Vs. AI Super Cycle [Chart Of The Day]
Great context for shale over the years vs. the new AI data center power rush… 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 …
Read More »Let Oil Flow. Let It Flow. Let It Flow. [SONG]
Every Christmas season for the past nine years, we’ve written and recorded an oilfield Christmas song, adapting the holiday classics for shale. Hear them on Spotify and Youtube, where the album covers are pictures from our oilfield field trips. You can also listen to them here on Infill Thinking in …
Read More »Distance Disposal Buildout Is A Key Permian Structural Theme To Watch In 2026
A couple weeks ago, we had the honor of sharing views on power, sand and water at the MOTRAN annual meeting in Midland. Here we share some of the water outlook key points… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »BREAKING NEWS: One More Sand Mine M&A Deal Sneaks In Before Year-End
More consolidation in the sand mining business… 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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