The world seems to have changed this week with the impressive surgical strike action by US troops in Venezuela to snatch Maduro, and President Trump taking charge of Venezuela’s oil industry. Here are our quick thoughts on the matter relevant to the US oilfield companies and onshore outlook domestically… There’s …

A data-driven look at a key trend in Permian 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, …

With the new year underway, here are 10 big picture shale market themes we are watching. These aren’t our forecasts. Those were shared here for data clients in December. But these 10 themes are some powerful overarching themes that will shape where the industry goes this year, and how firms …

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 …

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 …

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 …

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 …

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 …

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 …

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 …