Our data team shares a data tool for understanding consolidation. 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 …
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Is This The One That Breaks Stuff? Permian Frac Supply Chain Bracing For Severe Cold Snap…
Sand in the Permian is already seasonally tight as we covered here last week. And now, mines face… 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 …
Read More »Some Inside Baseball On Powering & Building The BIGGEST Data Centers
As more and more OFS firms eye the AI data center buildout as an opportunity for mobile power gen solutions, we wanted to highlight a unique play-by-play on the construction of a cutting-edge data center project. There’s a lot more to this story… Login to see the full update… To …
Read More »A Pressure Pumper Is Racking Up Some Customer Consolidation Wins As Another Big E&P M&A Deal Hits The Newswires
We analyze frac service vendor implications in some recent E&P M&A activity… 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 …
Read More »Friday Fun: RIP “GOM”
Ending the week on a humorous note… 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 …
Read More »Land Contract Drillers Unanimously Issue Sober Prognoses For 2025 Rig Count
Nowhere to go but up? Not so fast my friend… 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 …
Read More »Bump Up In Permian Sand Prices [Data Alert]
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 …
Read More »“Area 51” Has Opened – Following Up With Haynesville Damp Sand Pioneer On Expansion
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 …
Read More »A Big Sand Hauler Getting Bigger In The Permian
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 …
Read More »“West Texas SuperSand” Coming To Monahans Soon…
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. …
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