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Infill Thoughts

Unique angles you’ll only find here on important oilfield stories

Only 1 Of 4 Super Majors Will Raise The Permian Budget Right Now…

May 3, 2026 Infill Thoughts

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Assessing April Data On A D&C Leading Indicator [CHART OF THE DAY]

May 1, 2026 Infill Thoughts

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ProPetro Getting Pricing Traction In Frac, Says People Are The Next Bottleneck

May 1, 2026 Infill Thoughts

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Lateral Lengths Vs. Sand Loadings – A Quick Look At Appalachian Frac Trends

April 28, 2026 Infill Thoughts

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WTI Is Now $75/bbl Twelve Months Out! [Chart Of The Day]

April 28, 2026 Infill Thoughts

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NexTier Is Raising Frac Prices And Hiring For The U.S. D&C Market Inflection

April 24, 2026 Infill Thoughts

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Liberty Calls The Frac Bottom As Their Sales Force Raises Prices & Considers Capacity Increases

April 24, 2026 Infill Thoughts

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How Many More Active Frac Crews Would $75 & $100 Oil Bring? [Chart of the Day]

April 17, 2026 Infill Thoughts

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Pivot Point [Slide Deck Alert]

April 17, 2026 Infill Thoughts

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The Latest Frac Sand Pricing Trends [Data Alert]

April 17, 2026 Infill Thoughts

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INFILL THINKING SINCE 2016

Distilling the complex oilfield business into updates that really matter. No noise. No clutter.

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TIMELINE

  • November 13, 2026

    Permian Local Frac Mine Activity Trends [DATA ALERT]

  • November 13, 2026

    Checking In On Land Rig Dayrate & Market Share Trends [Data Alert]

  • November 10, 2026

    In Other News… People On The Move, 2 H2O M&A Deals, Dry Sand vs. Wet Sand, Reserve Exhaustion, & more…

  • November 10, 2026

    Another Big Operator Starts Looking At “Specialty Proppant” As Permian E&Ps Focus On Enhancing New Well Production

  • November 10, 2026

    Our Latest D&C Trends Show Steady Fracing Activity [Shale Monthly Activity Data Alert]

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