Infill Thoughts

In January, we toured a large local frac sand plant in the Permian – here is what we saw… 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 …

  We had expected and modeled a significant spending decline, but not quite this big. 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 …

This week, we digested an update from a frac market leader… 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, …

This week, we gained a deeper understanding of how an OFS leader is thinking about power… 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, …

Important frac supply chain update for the Lower 48’s largest frac sand market – data takeaways and download link in the full report. 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. …

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 …