Infill Thoughts

Infill Thinking covers read-through and takeaways from the first earnings release of 1Q25 OFS earnings season… 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, …

In just 2 weeks, hundreds of top execs in the U.S. oil industry are gathering – we encourage you to join us at the Irving Convention Center on May 5-7 for The 5th Annual Oilfield Water Markets Conference. This is the top conference left on the 2025 calendar for senior …

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 …

Vital frac supply chain data for buyers and sellers and capital allocators. 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 …

A deal has been announced this morning that further consolidates the Permian frac sand market and strengthens the production portfolio of one of the Lower 48’s largest frac sand suppliers… There’s a lot more to this story…  Login to see the full update…  To read this update and receive our …

It’s the one-year anniversary of a Permian frac sand miner and we caught up to see what’s new… 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 …

We visited with Atlas’s CEO this week after seeing the Dune Express conveyor in person earlier in 1Q25 to learn more about this one-of-a-kind frac sand asset. There’s a lot more to this story…  Login to see the full update…  To read this update and receive our research newsletters, you …

We dig into reader questions about whether a mine datatpoint is a move or incremental capacity… 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, …

Today, we refreshed a must-have shale database tracking some key metrics in the L48 shale surface markets. We also shared analysis of key oilfield market themes from 1Q25… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Another eventful oilfield quarter is history. Today we share our most read reports of the past 90 days. During 1Q25, Infill Thinking made two Permian field trips to gather intel, published 79 original research reports and sent 25 email newsletters to our valued members with an open rate above 70%. …