Infill Thoughts

The shale / power nexus is moving fast. Here are 10 datapoints to get you up to speed on the latest happenings we are tracking…   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 …

Tuesday morning we wrote three big and unique reports on an emerging basin. Tuesday afternoon, the nation’s largest natural gas producer announced it has pounced there…   There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

They’re baaack…. read who in this Infill Thinking exclusive. 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 …

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, …

In less than a week, we will participate in the final oilfield water management executive business conference of 2025 and it should be a doozy… check out our preview and grab a last minute pass!   Event Info Date: October 30, 2025 (one-day) Location: Houstonian Hotel Details / Registration: http://oilfieldwater.com/owupdate7 …

As your trusted data partner in the frac supply chain, Infill Thinking is embarking on a new effort to continue an aspect of frac market transparency lost in the government shut down. There’s a lot more to this story… Login to see the full update…  To read this update and …

Here we bring you a data-driven view of sand buyers. 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 …

Infill Thinking covers read-through and takeaways from the first earnings release of 3Q25 OFS earnings season… 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, …

Some thoughts on the macro drivers for oilfield activity headed into 2026.   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 …

Data context on the latest M&A rumblings… 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 …