Infill Thoughts

In this update, a data driven look at frac activity 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 …

In this update, we ponder a proppant transport angle that might be a tangential angle on a new trend that local sand plants can exploit to fend off substitution risk and E&Ps can use in as an alternative to heavily patented pet coke proppant… There’s a lot more to this …

  In this update, we’ve unearthed new data on the trend everyone’s talking about in proppant… 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 this update, a round up of quick hits you should know about if you participate 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 …

In this update, a data driven look at operators in a new way… 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 …

In this update, a data driven look at shale plays and E&P operators in a new way… 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 …

In this update, a data driven look at operators in a new way… 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 …

Happy New Year 2025 to the shale industry! During 2024, Infill Thinking: published 280 original research updates, shipped 100 e-newsletters to active members, provided unique proprietary data updates to Lium Data Plan members, conducted multiple field trips to report on frac jobs and supply chain activity in person and visit …

  We checked in with a variety of oilfield market participants around the holidays and early days of 2025 to get a read on some key seasonal factors. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

In October, we wrote about a potential new local sand plant in the San Juan Basin (see point 4 here). Today, analysis on current status of the project which has stirred up local controversy… There’s a lot more to this story… Login to see the full update…  To read this …