Data for a growth market… 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 discuss our …
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A New U.S. Local Sand Mine Takes Shape In The North
A new local frac sand mine is coming soon… get details and download our new Bakken / Rockies sand database to learn more… 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. …
Read More »We Are Headed To The Uinta!
A travel update as we are fixing to put boots on the ground to bring Infill Thinking members the latest and greatest insights… 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. …
Read More »A Pecos County Advantage For Big Tech Firms With Permian AI Plans… [Chart Of The Day]
A data-driven look at one reason why the Mag 7 Has focused on Pecos County for new AI data center facilities in the powered land rush… 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 …
Read More »New Ownership News Coming Soon On A South Texas Frac Supply Chain Bankruptcy?
Keep an eye out on… 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 discuss our …
Read More »Adding A Northern Powder River Basin Frac Sand Mine To Our Monitor… Here’s A Research Deep Dive On The Operation
A mine permit may open the door, but financing, market conditions and a committed customer can determine when a project is actually ready to walk through it. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Permian E&P Activity Indicator On Track For Best Month In Over A Year [CHART OF THE DAY]
You need to see this leading indicator data for drilling…. 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 AI Data Center Power Trade’s Hidden Variable Could Re-Price Tight Oil Plays
GOR is quietly emerging as a catalyst for behind-the-meter (BTM) power generation, and could be a reshaping factor in basin economics for tight oil plays… 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 …
Read More »A Second Attempt At Self-Sourced Appalachian Local Sand [SCOOP]
A deep dive on a new project in frac sand mining… 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 »Amazon Joins Microsoft In The Emerging Permian Delaware Basin Hyperscale Data Center Trend
Pecos is becoming the next “Data Center Alley”… 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 »E&P Operator Frac Supply Chain Procurement Datapoints: Local Sand Conversion, Supersized Waynesville Loadings, Vertical Integration, Deflation & more…
They said it… 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 discuss our current subscription …
Read More »E&Ps Start Acknowledging Service Pricing Power
They said it… 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 discuss our current subscription …
Read More »ProFrac’s Key Points On Frac & Sand Markets As They See A Very Early Start To 2027 RFP Season
Here’s what you need to know about ProFrac’s approach to the market and latest outlook… 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 …
Read More »Worth A Mention… Exxon’s Innovation, Chevron’s Capex Cut, A New Pressure Pumper, People Moves, Driverless Loads, Stuck On A Roller Coaster, Fast Frac’ing & 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 »5 Key Points On Sand & Logistics From Today’s Atlas Earnings Call
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, …
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Infill Thinking Lifting the O&G knowledge curve