Infill Thoughts

Frac Sand Buyers: Haynesville [Chart Of The Day]

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 …

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Liberty Kicks Off OFS Earnings Season With A Power Surge

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, …

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OFS Context For The Latest E&P M&A Speculation

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 …

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Frac Sand Buyers: MidCon [Chart Of The Day]

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 …

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Tracking Frac Fleets By Basin [CHART OF THE DAY]

Insight on frac crews… 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 options at [email protected]. (Current members login here.) Members get: Exclusive …

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We’ve Got A Scoop On SCOOP/STACK Frac Sand

We learned something interesting about a new sand supply arrangement that has been struck in the MidCon. 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 …

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Shale Is Not Immune To The Data Center Hype…

Tracking data center buzz in shale… 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 …

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For Permian Frac Sand, This Is The 1st Step To Rebalancing

Any new mines among the dunes? 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 …

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Frac Sand Buyers: Eagle Ford [Chart Of The Day]

Here we bring you an 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 …

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See The Top 20 Oilfield Research Reports & Themes Of 3Q25 Here

3Q25 Summary Infill Thinking members received 22 e-newsletters containing 67 new original research reports during the past 90 days For Lium data plan clients, we updated dozens of data products during the quarter As always, thank you for reading – it is our great honor to write for you! In …

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