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 »Halliburton’s Power Business Grows Plus Their Latest Frac Outlook
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 »In Other News… Sand People On The Move, A Power Sale, OFS Rides Power Wave, RFP Wait, Last Mile Gear, & 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 »Frac Supply Chain Data Dims In The Government Shutdown. We Are Doing Something About It!
As your trusted data partner in the frac supply chain, Infill Thinking is embarking on a new effort to continue an aspect of frac market transparency lost in the government shut down. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Liberty Kicks Off OFS Earnings Season With A Power Surge
Infill Thinking covers read-through and takeaways from the first earnings release of 3Q25 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 »An In-Basin AI Data Center Lands In The Permian. This Could Change Everything…
Writing this report today reminds us of when we wrote this little report back in 2017 about the Permian’s very first in-basin sand mine. That was the start of the dune sand mine rush – a boom that saw 50 plants built over the next seven years. Are we now …
Read More »With WTI Back To The May 2025 Lows, The Reaction Of Some In OFS Might Surprise You
Some thoughts on the macro drivers for oilfield activity headed into 2026. 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 …
Read More »OFS Context For The Latest E&P M&A Speculation
Data context on the latest M&A rumblings… 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 …
Read More »Frac Sand Buyers: MidCon [Chart Of The Day]
Here we bring you a data-driven view of sand buyers. 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 »Tracking Frac Fleets By Basin [CHART OF THE DAY]
Insight on frac crews… 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 at [email protected]. (Current members login here.) Members get: Exclusive …
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Infill Thinking Lifting the O&G knowledge curve