Breaking news on a big deal in last mile… 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 »Permian Water Managers Are Looking Further Away For Disposal As Volumes & Pressure Rise
A quick oilfield water market update, where there’s a lot going on, so check out these key bullet points to get up to speed on the number one flow assurance issue for Permian E&P… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Atlas Carrying The Weight Of The WTX Sand Downcycle, But Power Is A Bright Spot…
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 »The Rumors WERE True… It’s Another E&P M&A Monday… OFS Context
E&P rumors we analyzed from an OFS perspective two weeks ago panned out today… 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 »Rig “Relief Rally” While Frac Data Stays Challenging [Shale Monthly Activity Data Alert]
In this data alert, see interesting observations from a new data release just made for data subscribers… 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 …
Read More »Power Pulse: New Datapoints In The Fast Evolving Intersection Of Shale O&G And Electrons
The shale / power nexus is moving fast. Here are 10 datapoints to get you up to speed on the latest happenings we are tracking… 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 »A BIG Operator Helps Themselves To Acreage In Shale’s Shiny New Play. Welcome To The Party!
Tuesday morning we wrote three big and unique reports on an emerging basin. Tuesday afternoon, the nation’s largest natural gas producer announced it has pounced there… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »A Local Frac Sand Leader Is Entering A New Market
We have learned that… 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 current …
Read More »A Primer On The New Epicenter Of 2026 Greenfield Frac Sand Plant Construction
Two frac sand producers are eyeing a new play. We dive in with detailed and in-depth data-driven analysis to help you get up to speed on what’s going on there… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »The Return Of A Proven Sand Team To A New Extension Of The Play They Once Dominated [EXCLUSIVE]
They’re baaack…. read who in this Infill Thinking exclusive. 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 »
Infill Thinking Lifting the O&G knowledge curve