This week, we have an update on local sand mining 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 expired, …
Read More »Quick Thoughts
Focusing On Price Discipline, A Pumper Is In “No Panic” To Reactivate Recently Idled Fleet
We catch up on key takeaways for a Permian fleet of hydraulic frac horsepower… 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 …
Read More »Sand Mine Activity Trends By Region [Data Alert]
Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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 …
Read More »Power. Sand. Water. Shale Is More Than Oil And Gas…
It was great to see many of our readers today in the Woodlands at the frac conference. As we hit the road to go back and think about what we’ve learned, we wanted to flag four upcoming industry events that we’ll be at and you should be at. The Oil …
Read More »A Boring Quarter For Permian Local Sand Supply [DATA ALERT]
This week, we have an update on local sand mining 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 expired, …
Read More »D&C Utilization’s Protracted Decline Flowing Into A More Stable Trough Period [Shale Monthly Activity Data Alert]
In this data alert, see interesting observations from a new data release just made for data subscribers… 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 …
Read More »Halliburton Sees No Seasonal Frac Rebound In Q1
HAL’s CEO had a lot to say about the frac outlook this week and here’s what caught our ear… 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 …
Read More »The 1Q Weather Wildcard Is Here…
Quick thoughts ahead of potential completions disruption later 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 …
Read More »Hauling Headaches Intensify In January 2026
Say you need to get a load of sand trucked – how hard is that right now? We discuss… 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 …
Read More »“Vene-shale-a”? Quick Thoughts On Venezuela Actions Relevant To US OFS & E&P Firms
The world seems to have changed this week with the impressive surgical strike action by US troops in Venezuela to snatch Maduro, and President Trump taking charge of Venezuela’s oil industry. Here are our quick thoughts on the matter relevant to the US oilfield companies and onshore outlook domestically… There’s …
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