We spent several days putting miles on our truck in Utah in September 2026. We toured frac, mine, and logistics sites. We drove multiple completions facilities… here is some of what we learned on location – boots on the ground research prepared with human touch! There’s a lot more to …
Read More »Uinta Basin Field Trip – Frac Yard Drive-About [Boots On The Ground]
We spent several days putting hundreds of miles on our truck in Utah in September 2026. We toured frac, mine, and logistics sites. We drove multiple completions facilities… here is some of what we learned on location – boots on the ground research prepared with human touch! There’s a lot …
Read More »BTM Power Gen Fleet Expansion – More Players, New Orders & Ambitions [Data Alert]
Data for a growth market… 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 …
Read More »We Are Headed To The Uinta!
A travel update as we are fixing to put boots on the ground to bring Infill Thinking members the latest and greatest insights… 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. …
Read More »Eagle Ford Sand Supply Trends – Another Fire, More Activity, & Consolidation [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, …
Read More »A Pecos County Advantage For Big Tech Firms With Permian AI Plans… [Chart Of The Day]
A data-driven look at one reason why the Mag 7 Has focused on Pecos County for new AI data center facilities in the powered land 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 …
Read More »Oilfield Second-Order Effects From Imminent AI Data Center Boom In Pecos
When Pecos AI booms, what happens to the rest of the oilfield? 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 »Pecos Texas Is Poised To Be The Hottest “Data Center Alley” Play In The U.S.
A look at the Mag 7 powered land rush in Pecos and a scoop on a potential project yet to be announced…. 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 …
Read More »In Other News… FCI’s Next Chapter, A Small Dryer Fire, C-Level People On Move? BIG Reg Risk In The Permian Story, Last Mile Datapoints, & more…
Several quick hits of note if you work in the L48 oilfield… 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 »PRB Frac Activity Map & Stats [Graphic Of The Day]
In light of the frac supply chain research we published earlier today in the PRB, we wanted to take a closer look at… 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. …
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Infill Thinking Lifting the O&G knowledge curve