Here are some interesting things operators are saying about their frac supply chain… 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 …
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Atlas Focuses On Taking Market Share In Opaque & Challenging Permian Sandscape
Sand market takeaways we learned from the latest Atlas earnings 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. If you are new to Infill Thinking, or your membership has expired, …
Read More »ProPetro’s Predictive Pressure Pumping Points
Get the latest market outlook for a key Permian frac player. 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 »Super Major Shale Plans…
This week, we share thoughts on what the big guys are doing in shale this 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 a member. If you are new to Infill Thinking, …
Read More »Nat Gas Basin Fracing – A Half Dozen Notable Nuggets
Here are 7 quick hits on the frac markets in gas basins… 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 »In Other News… OFS Bankruptcy, LWP Debate, Bakken Optimization, No Permian Peak?, & More…
Several quick hits of note if you work in the L48 oilfield… 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 »A Mixed Bag Of D&C Signals In 1Q26 [Chart of the Day]
A look at one of the leading indicators for frac TAM. 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 »NexTier’s New Frac Market Outlook As They Quantify The Winter Storm Hit
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, …
Read More »10 Frac Anecdotes From The Sidelines Of An Industry Event This Week…
We were able to check in with many contacts about the state of the frac industry at a conference 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 …
Read More »Merger Monday – OFS Context For The Latest E&P Mega-deal…
Another big E&P merger is on the newswires today… here’s context to help you assess the impact… 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 »Frac Activity Updates & Forecasts From 2 Public Pressure Pumpers
In this update we analyze pressure pumping trends… 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 »Frac Activity Returning To Normal After The Thaw [Post-Freeze Update]
Well… this arctic storm was even worse than advertised for the oilfield, mainly due to icy roads that halted frac in its tracks. Here’s the latest update on how activity was impacted and what’s next… There’s a lot more to this story… Login to see the full update… To read …
Read More »Consolidation Nation: Rumors, Roll-Ups, And Rising Sun Capital [Data Alert]
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 …
Read More »The Struggle Is Real [Slide Deck Alert]
Data Alert: today our data clients are invited to download our latest slides on oilfield data trends (here). Titled The Struggle Is Real, the presentation documents current conditions, recent trends, and the 2026 outlook from our many industry-leading data products covering shale OFS supply, demand, activity indicators, and pricing. Some …
Read More »At Least Half The US Frac Fleet Forced To Stand Down [Post-Freeze Update]
Well… this arctic storm was even worse than advertised for the oilfield, mainly due to icy roads that halted frac in its tracks. In this report, we assess the upstream development activity impact. Basin-by-basin, here is some of what we are hearing in our field checks… There’s a lot more …
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