Infill Thoughts

By The Numbers – Membership Resources Provided During 1Q24 In the ~90 days ending March 31, 2024, the Infill Thinking research team: published 69 independent research updates, emailed 27 original Infill Thoughts newsletters to active members, conducted 2 Permian field trips to gather market intel regularly updated Lium Database Downloads …

As the frac supply chain evolves, new risks manifest in wellsite operations. In this update, we discuss the interaction of … 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 …

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. …

Public record searches make good on an Infill Thinking prediction from a couple weeks ago, as we’ve been able to officially confirm a new mine that we’ve been anticipating… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

We had a chance to learn about a cutting edge emissions reduction / cost out strategy in frac sand’s last mile. 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 …

We had a chance to learn directly from management about a new damp sand plant project we’ve been writing about from our own observations for a couple of months now… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

Impressions, takeaways, and observations from phone time with Black Mountain Sand this week discussing their platform and latest strategic thinking in frac sand. 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. …

A round up of fleet counts… 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 …

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 …