Infill Thoughts

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 …

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 …

Field checks reveal a warning for the Permian frac supply chain from a gassy basin due east… 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 …

We visited a brand new sand mine this week, walking the location with management to observe how they are dialing in operations and moving some of their first ever truckloads. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

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 …

Channel checks reveal frustration up and down the frac supply chain in Texas – from Midland to San Antonio, lots of grumbling this 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 …

We caught up with management team at one of the few Permian local sand plants that has expanded lately and is still expanding even now… 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 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 …

We spent several days putting hundreds of 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 …

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 …