We spent several days putting miles on our truck in Utah in September 2026. We toured frac, mine, and logistics sites. We drove multiple completions facilities… here is some of what we learned on location – boots on the ground research prepared with human touch! There’s a lot more to …

Channel checks reveal frustration up and down the frac supply chain in Texas – from Midland to San Antonio, lots of grumbling 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 …

We caught up with management team at one of the few Permian local sand plants that has expanded lately and is still expanding even now… 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 …

We spent several days putting miles on our truck in Utah in September 2026. We toured frac, mine, and logistics sites. We drove multiple completions facilities… here is some of what we learned on location – boots on the ground research prepared with human touch! There’s a lot more to …

We spent several days putting hundreds of miles on our truck in Utah in September 2026. We toured frac, mine, and logistics sites. We drove multiple completions facilities… here is some of what we learned on location – boots on the ground research prepared with human touch! There’s a lot …

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 …

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. …

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. …

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 …

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 …

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 …

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 …

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 …

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, …

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 …