Infill Thoughts

Thinking through a notable portfolio shift for a large E&P. 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 …

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 …

Something to keep an eye on in the post-war shale market is… 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 …

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 …