Infill Thoughts

This week, we are meeting with industry contacts in the heart of the Marcellus / Utica shale patch. Some data trends shared here that are on our mind as we head into industry discussion… There’s a lot more to this story… Login to see the full update…  To read this …

We take a data-driven look at sand around the country as one only can by leveraging Lium shale 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 …

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 …