Today, we refreshed a must-have shale database tracking some key metrics in the L48 shale surface markets. 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 »Seen In The Field: Sand Container Wellsite Storage System Innovating & Evolving [Exclusive]
A new wellsite storage innovation deployed on a containerized sand system in the Permian caught our attention this month… 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 »In Other News… A Key Frac Sand Hire, STX Local Sand Updates, Hauling Datapoints, Sand Down Under, & 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 »NexTier Customers Not Slowing Yet, But White Space Is Coming Unless Oil Rallies
This week, we digested an update from a frac market leader… 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 »Frac Sand Mine Efficiency Gains – Production Outperforming Plant Activity [Data Alert]
Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. If you aren’t one of our plugged-in data clients yet, check out this 2-minute video overview (sound on). Lium Shale Data Intro No Description There’s a lot more to …
Read More »SHALE SLUMP SIGNALS: Key Datapoints In 3rd Week Since Oil Crash
Each Friday while oilfield uncertainty remains elevated, we will publish a Shale Macro Reaction Monitor. In this research series, we are curating the weekly oilfield signals and datapoints that reveal shale market direction. Here are this week’s datapoints… There’s a lot more to this story… Login to see the …
Read More »Halliburton Ups VoltaGrid Stake By Hundreds Of Millions Of Dollars As Seasonal Frac Rebound Comes In Light…
HAL earnings hit the newswire on Tuesday morning, and we highlight key points of interest from their earnings material and conference call for the broader completions market here… 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 »Liberty’s Steadfast Outlook & New Details On A Wet Sand Mine Relationship
Infill Thinking covers read-through and takeaways from the first earnings release of 1Q25 OFS earnings season… 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 »Water You Doing May 5-7?
In just 2 weeks, hundreds of top execs in the U.S. oil industry are gathering – we encourage you to join us at the Irving Convention Center on May 5-7 for The 5th Annual Oilfield Water Markets Conference. This is the top conference left on the 2025 calendar for senior …
Read More »The Most Uncertain Oilfield Service Earnings Season Since Covid Kicks Off Tomorrow… 10 Things To Listen For
Dust off your downturn playbooks… we are on the verge of the most uncertain earnings season since Covid… 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 »
Infill Thinking Lifting the O&G knowledge curve