Infill Thoughts

ProFrac was the final pressure pumper to report 4Q23 earnings this week. And there were fireworks. Analysis, data, and context on why what they said matters so much in frac. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

  Last week, we put boots on the ground in the Permian for a mine tour. Here are some takeaways… 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 …

Last week, we put boots on the ground in the Permian for a mine tour and a wellsite storage demo. We also put some miles on the truck driving out to some interesting sites to get eyes on some cutting edge activity. Here are some takeaways and photos from that …

Last week, we put boots on the ground in the Permian for a mine tour and a wellsite storage demo. We also put some miles on the truck driving out to some interesting sites to get eyes on some cutting edge activity. Here are some takeaways and photos from that …

  Important sand supply update in a Lower 48 nat gas basin. 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 …

We traveled into the heart of the Permian to see a new wet sand pile system this week. 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 …

Who’s working what where? 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 us to discuss our current …

Important sand supply update in the Lower 48’s largest frac sand market. 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 …

Ruminations and musings after we’ve had a chance to discuss the huge M&A deal news in frac sand this week with many contacts… 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. …

Elaboration from conference call on breaking M&A deal news in frac sand this morning… 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 …