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 »How Do Frac Leaders Expect The Rest Of 2024 To Look? [Chart Of The Day]
We examine data on the outlook for completions in 2H24… 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 »With U.S. Silica On The Verge Of Going Private, Who Was “Party B”? Detective Work Points To…
We put on our detective hats to explore an unsolved mystery in the biggest frac sand deal so far 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 …
Read More »In Other News… 1st Driverless Sand Load, Bad Sand Truck, Marcellus & Eagle Ford Visits, STX Datapoints, People On Move, Quakes, & more…
10 quick (but notable) items worth of Infill Thinking members’ attention today… 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 »Permian Local Sand Activity Hits A New All-Time High [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 »A Big Potential Development In The Wet Sand Pile System Game [SCOOP]
A potentially big development is brewing in the wet sand pile game… 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 »Key Takeaways From Liberty’s Moderating Frac Outlook
Infill Thinking covers read-through and takeaways from LBRT as they kick off another 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 »Big Red’s Outlook Dinged By Frac Contraction
HAL earnings hit the newswire today 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 must …
Read More »U.S. Frac Sand Mines Worked Harder During 2Q24 [Data Alert]
Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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 …
Read More »Shale Consolidation Kings [Charts Of The Day]
Insight on a less-talked about aspect of the E&P consolidation wave sweeping shale… 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 …
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Infill Thinking Lifting the O&G knowledge curve