More insights you’ll only find here as Infill Thinking uncovers behind the scenes details on a new innovation a forward-thinking team is cooking up in the frac supply chain… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Quick Highlights From Smart Sand’s Positive Outlook As They Prepare To Roll Out A New SmartSystem Config In Early-2025
Market takeaways from an NWS leader are covered in this 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. If you are new to Infill Thinking, or your membership has expired, …
Read More »In Other News… NE E&Ps Need Water Plan B, E&P M&A Analysis For OFS, Frac Fleet Deployments & Rig Count Outlook
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 In The Land Down Under, Sandless Fracs, And 7 Other Notable Things Sand Customers Said Recently
A round up of notable sand nuggets… 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 »What’s Left In The Tank For 4Q24? [DATA ALERT]
This week, we have an update on E&P spending trends… 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 »Previewing The Biggest Frac Sand Event Of The Year, Happening Next Week
We look forward to meeting up with industry friends next week in San Antonio for the biggest frac sand conference of the year. Our team is chairing two important panels: Shale Outlook Panel (11/19, 11am) • Joseph Triepke, Lium Research • Hayden Gillespie, Iron Oak Energy Solutions • Marcus …
Read More »First Look At 2025 Public E&P Budget Plans
Important addressable market update on the Lower 48 OFS sector. 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 »Halliburton Frac Unit Feeling The Market Pressures But Adding E-Fleets & Confident In Premium Equipment Outlook
HAL earnings hit the newswire this week, and we highlight key points of interest to the broader completions market here after listening to this morning’s conference call… 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 »5 Takeaways From Permian Local Sand Mine Analysis [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. …
Read More »Silica Valley: Digitalizing Wet Sand Piles
Back in 2018 / 2019, Infill Thinking featured a series called Silica Valley in which we profiled emerging software platforms in frac sand logistics / wellsite storage. At the time, different firms were developing and rolling out proprietary digital systems for last mile optimization and inventory tracking. The software …
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