Infill Thoughts

Our data team adapts on the fly, adding a special data series on pet coke use in fracing this week just days after Exxon’s news rocked the sand world. In this report, see how to access the new data and read 7 key takeaways There’s a lot more to this …

More analysis of Exxon’s proppant commentary this week. 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 …

Exxon is disclosing something today that could have folks in the frac supply chain buzzing for weeks. 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 …

By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 …

5 unique frac datapoints to read in 5 minutes or less… 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, …

Important frac supply chain update for the Lower 48’s frac sand supply base… 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 …

What’s Exxon going to divulge about their Permian development strategy post-Pioneer next week? We share things we are tuning in for in this post here… 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 …

Today, we are updating another Excel download for data clients – this one tracks frac sand hauling fleets. Some key takeaways from the new data include: …   There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

This week we and about 300 other folks attended the biggest frac sand conference of the year. Hat tip to our friends at Petroleum Connection for bringing the industry together successfully once again. Infill Thinking founder Joseph Triepke and Lium senior analyst Alex Meleshko moderated two great panels at the …

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 …