We digested new datapoints from ProFrac this morning… 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 …

A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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, …

We offer Infill Thinking members some valuable context around recent mobile-mini frac sand plant headlines. 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 …

Amid recent volatility, our data team stress tested our predictive models and we share some insights on downside scenarios 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 a member. If you are …

A quick follow up on the tightness we wrote about earlier this week… 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 …

This week, we have an update on supply/demand equilibrium in a key part of 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 newsletters, you must be a member. If you are new to …

In about two months, on May 17-18 at the Ft Worth Convention Center, US oil industry leaders and investors will gather to discuss oilfield water’s evolving business model, market structure, and the latest commercial trends. Chris Wright, CEO of Liberty Energy, is delivering the opening keynote on the future of …

How much sand are E&Ps are putting downhole in their wells? We take a look at hard independently formulated data showing that Permian completions engineers are increasing loadings on average. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

We caught up with the management team of a fast growing last mile service provider making a fresh strategic push into the last mile category in frac. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

OCTG was one of the AFE line items that ran the hottest on 2022 inflation. What’s the trend / expectations as 2023 begins? We discuss 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 …