Iron Oak is a new name in frac sand, but their predecessors have more than 300 years of combined history. As we watch one of frac sand’s most exciting platforms move into the next era of proppant solutions, we pause to reflect on their legacy and current operations through a …

Company by company sensitivity to oil price analysis plus some big picture thoughts… 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 …

This is an installment in our highly regarded “Operator Handbook” research report series, which summarize operator-by-operator 2025 campaign details in three parts. This is the final installment in the series and focuses on well data disclosed by the E&Ps for 2025 programs including costs, lat length, design, and productivity as …

Who’s working what where? 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 current …

Who’s working what where? 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 current …

Mobile nat gas fueled power gen equipment is a trending growth avenue attracting multiple oilfield service firms in the Lower 48. Here’s a must read primer on the rapidly evolving competitive landscape… There’s a lot more to this story… Login to see the full update…  To read this update and …

Who’s working what where? 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 current …

Who’s working what where? 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 current …

A wet pile solution provider is now part of a pumper – what’s the outlook for this platform and what are the latest trends in frac pricing as a Permian pure play pressure pumper sees it? We discuss… There’s a lot more to this story… Login to see the full …

We put on our detective hats to explore an unsolved mystery in the biggest frac sand deal so far this 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 a member. If you …

Insight on a less-talked about aspect of the E&P consolidation wave sweeping 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 …

Insight on a less-talked about aspect of the E&P consolidation wave sweeping 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 …

We digest two recent deals in shale E&P, thinking through some of the potential implications for suppliers / supply chain and providing data-driven insight… 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 …

Math to illustrate why quality carriers are dropping out of the frac sand 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 …

Info on a new M&A deal in frac sand. 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 …