Infill Thoughts

Channel checks on general ops response ahead of the looming oilfield freeze… 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 …

Analysis on the epicenter of the super long lateral horizontal trend… 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, …

A look at one of the leading indicators for frac TAM. 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, …

The press thinks another big E&P merger might be close at hand. Here’s what you should know from our unique vantage point on the potential tie-up… 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 …

A look at one of the defining underlying trends in D&C addressable 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 …

Vital frac supply chain data for buyers and sellers and capital allocators. 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 …

With the new year underway, here are 10 big picture shale market themes we are watching. These aren’t our forecasts. Those were shared here for data clients in December. But these 10 themes are some powerful overarching themes that will shape where the industry goes this year, and how firms …

If you are working in the shale market place and you don’t have this data, it’s like you are flying blind. Don’t fly blind. 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 …

Happy New Year 2026 to the shale industry! During 2025, Infill Thinking members: saw 278 original research updates, received 96 members-only email newsletters, accessed unique proprietary data under the Lium Data Plan, benefitted from multiple field trips we conducted to report firsthand observations on frac jobs and supply chain activity… including …

If you work in US Frac Sand, you won’t want to miss this intel. 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 …