Tracking USL48 frac fleet capacity has traditionally meant watching newbuilds, retirements, reactivations and technology upgrades. Increasingly, however, another variable may matter: equipment physically leaving the U.S. fleet pool for international markets… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »We Took A Look At Microsoft’s Pecos Data Center Build [Notes from the Road]
We observed construction well under way at the Microsoft / Chevron Project Kilby site in West Texas last week during a site visit as Pecos County is rapidly becoming the next “Data Center Alley”… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Under the Hood: The US Frac Trucking Reset [Data Alert]
Today, we updated our Excel download for data clients tracking frac sand hauling and pressure pumping truck fleets and provided some key takeaways. … 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 »At MASSIVE New West Texas AI Data Center, We Observed An Active Construction Zone This Week [Notes from the Road]
We observed construction well under way at the Amazon / Pacifico GW Ranch site in West Texas this week during a site visit. This project holds claim to the biggest air permit ever issued in the US. And Pecos County is becoming the next “Data Center Alley”… There’s a lot …
Read More »A New U.S. Local Sand Mine Takes Shape In The North
A new local frac sand mine is coming soon… get details and download our new Bakken / Rockies sand database to learn more… 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 »Adding A Northern Powder River Basin Frac Sand Mine To Our Monitor… Here’s A Research Deep Dive On The Operation
A mine permit may open the door, but financing, market conditions and a committed customer can determine when a project is actually ready to walk through it. 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 »The AI Data Center Power Trade’s Hidden Variable Could Re-Price Tight Oil Plays
GOR is quietly emerging as a catalyst for behind-the-meter (BTM) power generation, and could be a reshaping factor in basin economics for tight oil plays… 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 »Frac’ing & Drilling Plans For Over 3-Dozen E&Ps As Of 3Q26 [Operator Handbook Series]
Who’s working what where? 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 discuss our current …
Read More »Quantifying XOM’s Petcoke Proppant Push [Data Alert]
In this report, see how to access the data and read 5 key takeaways on Exxon’s petcoke proppant push… 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 »Public E&P Well Data Analysis As Of 2Q26 [Operator Handbook Series 3 / 3]
This is an installment in our highly regarded “Operator Handbook” research report series, which summarizes operator-by-operator 2026 campaign details in three parts. This is the final installment in the 2Q26 series and focuses on well data… There’s a lot more to this story… Login to see the full update… To …
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