A massive paradigm shift could affect Texas frac sand in a huge way, but will it happen now? 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 …
Read More »Frac Sand Plant Activity Trends For 2Q25 [Chart, Datapoints, Data Alert]
Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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 …
Read More »Permian Field Trip – Sand Mine Notes & Photos From The Road
We traveled into the heart of the Permian to see what we could see 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, …
Read More »Bankruptcy In Frac Sand Part 2 – What We Learned From The Petition & Other Filings…
Restructuring returns and we dig deeper… 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 …
Read More »10 Things We Are Going To Pittsburgh To Learn Next Week
We are traveling into the heart of the Marcellus Shale next week to learn what we can learn about the northeast shale plays… 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 »Permian Field Trip – Frac Crew Trends, Notes & Photos From The Road
We traveled into the heart of the Permian to see what we could see this 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, …
Read More »Bankruptcy In Frac Sand
Restructuring returns… 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 subscription options …
Read More »7 Quick Hits In The Frac Supply Chain…
In addition to our deeper dive pieces this week, here’s a roundup of quick hits… 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 »Our Thoughts On Atlas’s Wellsite Screening Acquisition
In this update, we share thoughts on a transaction announced today in frac sand land. 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 »Oilfield Fire In The Midland Basin Near A Simulfrac This Weekend
Cross-referencing the blaze coordinates with our well database, we found 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 …
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Infill Thinking Lifting the O&G knowledge curve