Our data team shares a data tool for understanding shale activity and pricing trends… 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 …
Read More »Infill Thoughts
Into The Land Of Enchantment A New Frac Sand Plant Comes
Quick thoughts previewing some oilfield themes we are tuning into oilfield earnings calls for over the next couple of weeks… 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 …
Read More »Worth A Mention… A Canadian Frac First, Behind-The-Curtain Behind-The-Meter M&A, New Mine, Mine Adds, PJM Signals, & More…
Several quick hits of note if you work in the L48 oilfield… 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 …
Read More »Bankrupt Frac Sand Mine Analysis Shows Part Of The Reason South Texas Supply Chain Is So Tight
Analyzing court documents to assess market implications in 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 Infill Thinking, or your membership has …
Read More »Worth A Mention… War Drums Beat Again, Uninvestable Market? MGGA, Getting The Band Back Together Again, A New BTM Alliance, & more…
Several quick hits of note if you work in the L48 oilfield… 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 …
Read More »BTM Power Gen Database Update [Data Alert]
Data for a growth market… 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 …
Read More »Digging Deeper On The Permian Sand Story De Jour With Some Big Picture Themes From Our Topic Exploration
We follow up on a debate we introduced last 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 has expired, please …
Read More »In Other News… In Like A Lion Out Like A Lamb, People On The Move, STX Premiums, Risky Business, New Plant Progress Pics, & More…
Several quick hits of note if you work in the L48 oilfield… 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 …
Read More »The Top 25 Oilfield Research Reports & Themes Of 2Q26
2Q26 Research Product Summary Infill Thinking members received 25 e-newsletters over the past 90 days We published 72 new original research reports on Infill Thinking during the past 90 days (the top twenty of which are highlighted below) For Lium data plan clients, we updated dozens of data products during …
Read More »Eagle Ford D&C Signals Continue To Shine
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 …
Read More »
Infill Thinking Lifting the O&G knowledge curve