It’s the one-year anniversary of a Permian frac sand miner and we caught up to see what’s new… 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 »Sleeping Giant – A Frac Primer On The Haynesville
As we explain below, we estimate that to meet the full incremental demand estimate of planned LNG export capacity in the region, Haynesville rigs, frac crews and sand volume would each need to… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Atlas Dune Express Conveyor Update – Takeaways From Our CEO Chat & Site Visit
We visited with Atlas’s CEO this week after seeing the Dune Express conveyor in person earlier in 1Q25 to learn more about this one-of-a-kind frac sand asset. 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 »1Q25 Key Themes And March Shale Activity [Data Alert]
Today, we refreshed a must-have shale database tracking some key metrics in the L48 shale surface markets. We also shared analysis of key oilfield market themes from 1Q25… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Read Many Times… Top Research Of 1Q25
Another eventful oilfield quarter is history. Today we share our most read reports of the past 90 days. During 1Q25, Infill Thinking made two Permian field trips to gather intel, published 79 original research reports and sent 25 email newsletters to our valued members with an open rate above 70%. …
Read More »In Other News… Family Values, Crew Releases, E&P M&A Confirmation, A Silo Cave-In, H2O Trends & more…
Our desk is churning out the research this week full steam ahead… 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 »Despite Soft Rig & Crew Counts, Proppant Is At Record Highs [Chart Of The Day]
A data-driven look at capacity trends for the completions industry… 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 …
Read More »Another Sand Hauler Headache Emerging In Early-2025
Over the past couple weeks, our trucking contacts have been buzzing about a new challenge this year… 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 »Follow The Sand To Know Where Oil And Gas Goes [Charts Of The Day]
Thinking ahead about the most important emerging debate in the shale outlook with the benefit of premium data from Lium… 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 …
Read More »When Will Tight Oil Production Growth Roll Over? Analyzing A Key Determinant For The OFS Business Cycle
Thinking ahead about the most important emerging debate in the shale outlook with the benefit of premium data from Lium… 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 …
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Infill Thinking Lifting the O&G knowledge curve