Infill Thoughts

  This week, we had a chance to catch up with a private company management team about some of the expansion projects they were working on when we visited their Haynesville mining site last year…   There’s a lot more to this story… Login to see the full update…  To …

In this update, we share more insights from our time on the road hunting for market intelligence to provide to Infill Thinking readers… There’s a lot more to this story… see our top themes and reports of the quarter inside. Login to see the full update…  To read this update …

We caught up with a leading provider of speciality proppant to learn about a new technology they are introducing to the Permian soon… 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. …

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, …