Infill Thoughts

Infill Thinking covers read-through and takeaways from the first earnings release of 1Q24 OFS earnings season… Before our takeaways, we recognize Chris Wright on his confirmation as U.S. Secretary of Energy – congratulations Chris and congratulations America, for we cannot imagine a better person for the job. Chris founded Liberty …

We share company specific details after catching up with another private frac sand company’s management team. 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, we share key takeaways from our recent visit to High Roller Sand’s flagship Permian mine. 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 …

This is the kind of update we hate to write. 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 …

Distributed power solutions have been a hot and trending growth avenue attracting multiple oilfield service firms in the Lower 48. But for how long? Here’s the latest datpoint in the trend and what might be next… There’s a lot more to this story… Login to see the full update…  To …

Always fun to see something new on a field trip.! We drove by the first deployment of a new wellsite sand storage system in the Permian during Jan 2025… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

In this update, we share a note from the road where we spotted something interesting… 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 …

A frac sand plant in South Texas has traded hands – read the scoop here… 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 …

In point one of this report a couple weeks ago, we wondered if Halliburton might consider expanding their minority interest in VoltaGrid to a controlling position. Yesterday, HAL’s CEO said… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

We tagged along with a leading E&P during an industry-first frac supply chain prototype demo last week. Here is what we saw and thought about it… 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 …