Exxon is disclosing something today that could have folks in the frac supply chain buzzing for weeks. 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 »Infill Thinking’s 2025 Oilfield Market Outlook Survey Has Now Closed… Thank You For Participating
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new 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 …
Read More »Power Moves – Analysis On Off-Grid Power Gen Diversification In OFS [Out Think Special Report]
Mobile nat gas fueled power gen equipment is a trending growth avenue attracting multiple oilfield service firms in the Lower 48. Here’s a must read primer on the rapidly evolving competitive landscape… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »In Other News… Used Frac HHP Coming Back, Northeastern Local Sand, Gas Bull Case, E&P M&A Tops $100bn In 2024, & More…
5 unique frac datapoints to read in 5 minutes or less… 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 »Local Sand Mine Analysis In Basins Not Named Permian [Data Alert]
Important frac supply chain update for the Lower 48’s frac sand supply base… 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 »All Eyes On Exxon… Ten Things To Tune In For…
What’s Exxon going to divulge about their Permian development strategy post-Pioneer next week? We share things we are tuning in for in this post here… 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 …
Read More »Tracking Trucking In Frac [Data Alert]
Today, we are updating another Excel download for data clients – this one tracks frac sand hauling fleets. Some key takeaways from the new data include: … 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 »5 Big Picture Impressions From “Sand Antonio”
This week we and about 300 other folks attended the biggest frac sand conference of the year. Hat tip to our friends at Petroleum Connection for bringing the industry together successfully once again. Infill Thinking founder Joseph Triepke and Lium senior analyst Alex Meleshko moderated two great panels at the …
Read More »Sand Prices Falling Back To Covid Lows [Data Alert]
Vital frac supply chain data for buyers and sellers and capital allocators. 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 »Greenfield Appetite Is Surprisingly Lively In WTX Frac Sand [Data Alert]
Important frac supply chain update for the Lower 48’s largest frac sand market – data takeaways and download link in the full 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. …
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