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, …
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Water You Doing May 5-7?
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 …
Read More »The Tea Leaves Aren’t Showing Shale Slowdown Signals… Yet… [CHARTS OF THE DAY]
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 »Here’s Where Sand Prices Stand Headed Into The Macro Turmoil [Data Alert]
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 …
Read More »Permian Frac Sand Consolidates Further With Iron Oak / High Roller M&A Deal [Analysis]
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 …
Read More »Checking In On A Permian Wet Sand Supplier On Their 1-Year Anniversary
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 …
Read More »Atlas Dune Express Conveyor Update – Takeaways From Our CEO Chat & Site Visit
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 …
Read More »A Utah Mine On The Move…
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, …
Read More »1Q25 Key Themes And March Shale Activity [Data Alert]
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, …
Read More »Read Many Times… Top Research Of 1Q25
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%. …
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