Joseph Triepke

2025 Shale Capex Budget Analysis [DATA ALERT]

Login to see data takeaways from another collection effort by our tier one data team! 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 »

ProFrac Sees The Pullback Starting Now…

What to know from ProFrac earnings 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 has expired, please email …

Read More »

7 Noteworthy Nuggets On E&P Frac Sand Procurement

Key datapoints for the frac supply chain straight from the customers mouth… 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 …

Read More »

Atlas Talks About Permian Sand Downturn

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, …

Read More »