Our data process gives us unique insights on D&C trends, and we dive into some of those 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 a member. If you are new …
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Infill Thinking’s 2026 Oilfield Market Outlook Survey Is Live!
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 …
Read More »Frac Substance Experimentation Is A Key Theme To Watch Headed Into 2026…
Something new is brewing and we discuss the who, what, and why 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 a member. If you are new to Infill Thinking, or your membership …
Read More »NexTier Adds More High-Density 100% Nat-Gas Frac Pumps… And These Pack A Punch [Demo Notes]
We had an opportunity to see some new equipment coming into the frac market in person recently during a frac pump roadshow that made a stop close to Infill Thinking HQ… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Live From San Antonio… 1st Impressions From The Biggest Frac Sand Conference Of The Year
We are grateful for the opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio this week. This is the largest frac sand conference in the industry each year. It’s still going, but here are some quick thoughts from the sidelines on day …
Read More »Permian Sand Prices Are Bottoming Now… [Data Alert]
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 …
Read More »Thoughts On The Super Majors’ Mixed Shale Spending Appetite
What are the big boys doing 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 …
Read More »“PermiElon”? A Super Major Is Planning A WTX Hyperscale AI Data Center, But Cannot Say For Whom…
Big news out of NY today that has to do with the Permian Basin… 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 »Pressure Pumping Earnings Wrap-Up: Trends In Pricing, Utilization, Fleets, Contracts & More…
In this update, a curated summary of frac market datapoints to know… 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 »Follow Up Thoughts On The TSS / Sand Revolution Deal
We’ve had some time to ruminate on the big news we broke exclusively this morning… 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 »EXCLUSIVE: The Ink Is Drying On A HUGE M&A Deal In Frac Supply Chain
Breaking news on a big deal in last mile… 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 …
Read More »Permian Water Managers Are Looking Further Away For Disposal As Volumes & Pressure Rise
A quick oilfield water market update, where there’s a lot going on, so check out these key bullet points to get up to speed on the number one flow assurance issue for Permian E&P… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Atlas Carrying The Weight Of The WTX Sand Downcycle, But Power Is A Bright Spot…
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 »Power Pulse: New Datapoints In The Fast Evolving Intersection Of Shale O&G And Electrons
The shale / power nexus is moving fast. Here are 10 datapoints to get you up to speed on the latest happenings we are tracking… 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 »A BIG Operator Helps Themselves To Acreage In Shale’s Shiny New Play. Welcome To The Party!
Tuesday morning we wrote three big and unique reports on an emerging basin. Tuesday afternoon, the nation’s largest natural gas producer announced it has pounced there… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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