Infill Thoughts

Do you buy or sell sand? If so, you need to see this data. 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 …

You need to see this leading indicator data for drilling. 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 …

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 …

3Q26 Research Product Summary Infill Thinking members received 23 e-newsletters over the past 90 days We published 67 new original research reports on www.InfillThinking.com during the past 90 days (the top twenty-five of which are highlighted below) For Lium data plan clients, we updated dozens of data products during the …

Field trip reveals more datapoints about an emerging play… 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 …

We spent several days putting miles on our truck in Utah in September 2026. We toured frac, mine, and logistics sites. We drove multiple completions facilities… here is some of what we learned on location – boots on the ground research prepared with human touch! There’s a lot more to …

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 …

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 …

We were grateful for the opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio this week. This is the largest frac sand conference in the industry each year. There’s no substitute for being there in person, but here are some things we …

Field findings on 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 Infill Thinking, or your membership has expired, please email us to discuss …