In this update, we’ve unearthed new data on the trend everyone’s talking about 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, …

In this update, a round up of quick hits you should know about if you participate in 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 …

In this update, a data driven look at operators in a new way… 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 …

This report started out as a “Infill Thinking Predictions” piece about the new year. But that’s boring…. Most folks already know that 2025 is starting with flattish D&C fundamentals oversupply in OFS markets. So we pivoted… Here are 10 bold, game changing possibilities that we see business logic for but …

In this update, a data driven look at shale plays and E&P operators in a new way… 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 …

In this update, a data driven look at operators in a new way… 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 …

Happy New Year 2025 to the shale industry! During 2024, Infill Thinking: published 280 original research updates, shipped 100 e-newsletters to active members, provided unique proprietary data updates to Lium Data Plan members, conducted multiple field trips to report on frac jobs and supply chain activity in person and visit …

  We checked in with a variety of oilfield market participants around the holidays and early days of 2025 to get a read on some key seasonal factors. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

A buzzy theme for 2025 in oilfield service will be ways to play the power opportunity for companies historically more focused on well completions service. 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 …

In October, we wrote about a potential new local sand plant in the San Juan Basin (see point 4 here). Today, analysis on current status of the project which has stirred up local controversy… There’s a lot more to this story… Login to see the full update…  To read this …