Important frac supply chain update for the Lower 48’s largest frac sand market – data takeaways and download link in the full 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. …
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5 Key Frac Market Points From Liberty’s New CEO
Infill Thinking covers read-through and takeaways from the first earnings release of 1Q24 OFS earnings season… Before our takeaways, we recognize Chris Wright on his confirmation as U.S. Secretary of Energy – congratulations Chris and congratulations America, for we cannot imagine a better person for the job. Chris founded Liberty …
Read More »A Permian Local Damp Sand Mine Is ReOpening For Business Monday With A New Go-To-Market Strategy…
We share company specific details after catching up with another private frac sand company’s management team. 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 »High Roller Sand Is Rocking In The Permian [Site Visit Notes]
In this update, we share key takeaways from our recent visit to High Roller Sand’s flagship Permian mine. 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 …
Read More »Tragic Permian Frac Fatality Monday Evening
This is the kind of update we hate to write. 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 »Another OFS Power Solutions Launch Coincides With DeepSeek Freak Out… Where Do We Go From Here?
Distributed power solutions have been a hot and trending growth avenue attracting multiple oilfield service firms in the Lower 48. But for how long? Here’s the latest datpoint in the trend and what might be next… There’s a lot more to this story… Login to see the full update… To …
Read More »There’s A New Wellsite Silo Player In The Permian… We Drove By Their Four-Pack & Caught Up With Management To Learn More…
Always fun to see something new on a field trip.! We drove by the first deployment of a new wellsite sand storage system in the Permian during Jan 2025… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Here’s What A Pet Coke Proppant Wellsite Looks Like [Notes / Photos From The Road]
In this update, we share a note from the road where we spotted something interesting… 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 »A Frac Sand Mine M&A Deal Has Been Struck [EXCLUSIVE]
A frac sand plant in South Texas has traded hands – read the scoop 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 …
Read More »Is Halliburton’s Stake In VoltaGrid Increasing This Year? CEO Shares Thoughts…
In point one of this report a couple weeks ago, we wondered if Halliburton might consider expanding their minority interest in VoltaGrid to a controlling position. Yesterday, HAL’s CEO said… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Get Hosed! PropX Has Proven The Slurry System Works. Now E&Ps Consider Use Cases…
We tagged along with a leading E&P during an industry-first frac supply chain prototype demo last week. Here is what we saw and thought about 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 …
Read More »Eagle Ford And Haynesville Frac Supply Chains Are Bracing For Cold Weather Impact; Preparing For Potential Downtime
With the Eagle Ford and Haynesville now under winter storm warning, here’s what we are hearing from completions contacts in both basins… 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 »CCUS Proppant? Another Super Major Is Cooking Up Something Big In Proppant Material Science…
While reviewing patent records we bumped our noses into something very very interesting 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 member. If you are new to Infill Thinking, or …
Read More »We Saw A Lot On The Road In WTX & NM This Week… Quick Thoughts Ahead Of More Details Next Week…
We drove more than 1,000 miles over the past couple of days getting our eyes on Midland and Delaware Basin frac jobs, frac supply chain solutions, and sand mines. Our Permian tour included in-person meetings/tours and visual inspections spanning dozens of notable locations. Notably, we witnessed two major industry firsts …
Read More »Out Of Office To Find Things Out In The Permian
Our team will put a lot of miles on the truck over the next couple of days. We are traipsing all over the Permian, starting in the Midland Basin and traveling out in to the Delaware as well. Our PPE is packed and we are doing what we love …
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