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 …
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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 …
Read More »The Return Of A Proven Sand Team To A New Extension Of The Play They Once Dominated [EXCLUSIVE]
They’re baaack…. read who in this Infill Thinking exclusive. 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 »NexTier’s New Frac Market Outlook
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 »Produced Water Industry Conference On Oct. 30 At Houstonian – Preview Of Key Themes, Speakers, Highlights
In less than a week, we will participate in the final oilfield water management executive business conference of 2025 and it should be a doozy… check out our preview and grab a last minute pass! Event Info Date: October 30, 2025 (one-day) Location: Houstonian Hotel Details / Registration: http://oilfieldwater.com/owupdate7 …
Read More »Frac Supply Chain Data Dims In The Government Shutdown. We Are Doing Something About It!
As your trusted data partner in the frac supply chain, Infill Thinking is embarking on a new effort to continue an aspect of frac market transparency lost in the government shut down. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »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 …
Read More »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, …
Read More »With WTI Back To The May 2025 Lows, The Reaction Of Some In OFS Might Surprise You
Some thoughts on the macro drivers for oilfield activity headed into 2026. 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 »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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Infill Thinking Lifting the O&G knowledge curve