Infill Thinking Lifting the O&G knowledge curve
The Permian’s Two Largest Frac Sand Suppliers Combine
Latest Thoughts
Oilfield Water Growth And Sustainability Progress [Datapoint Roundup]
ProPetro Expects Flat 2024 Frac Activity, Not Losing Sleep Over Depressed Diesel Fleet Spot Market
People On The Move In The Frac Supply Chain
In Other News… Wet Sand Revolution Follow-Up, CHK Cuts Deep, +1 E&P Deal, Well Soaking, & More…
Your Eyes And Ears On The Frac Sand Stage — Mapping The Mines [DATA ALERT]
+2 Permian Wet Sand Plants & 4Q23 Activity Update [Data Alert]
Another New Permian Sand Mining Entrant Coming In With A Kermit Production Facility…
Celebrating Our 700th Newsletter Edition And 6 Years Of Independent Research. Have You Ever Wondered How Infill Thinking Got Its Name?
This Tuesday, Infill Thinking’s twice-weekly newsletter celebrates a nice milestone. We are shipping our 700th edition! Issue #1 was sent to a handful of early subscribers way back on October 21, 2016. 699 editions, thousands of readers, over 2,300 research reports published, and 6 years later, Infill Thinking is still …
Read More »A ‘Coming Soon’ Sign, A Surprise Phone Call, And Revelations On A New Permian Frac Sand Miner [EXCLUSIVE]
Nat Gas E&Ps Lighten Up Their 2024 Programs As The Commodity Price Flounders
“Relatively Steady” Is Patterson-UTI’s Drilling & Completions Outlook
Alpine Silica Spinco… Standalone Frac Sand Going Public Again?
South Texas Sandemonium Continues…
E&P M&A Off To A Rip-Roaring Start In 2024 [Chart Of The Day]
Oilfield Service Read-Through In The Latest E&P Mega-Merger
Blue Diamond Proppants Report
XCL SandCo Report
Utah – Get Me Two! [NEW MINES & DATA UPDATE]
Frac Conference Quick Thoughts
South Texas Sand Update [Quick Hits & Data Downloads]
Super Majors Need To Build More Permian DUCs In 2024
A Look At Permian Seismicity Trends As Delaware Spike Causes More Aggressive Regulatory Response [Chart Of The Day]
Update On Permian Sand Scramble – Situation Better But Still Not Normal
In Other News… Midland Over Riyadh, Cudd Comeback & New Fleet, Cold Weather Scapegoat, & more…
Some big (and small) public companies have made announcements over the past few days that you should know about if you work in OFS, sand or other shale supply chain roles. Here’s a quick rundown of 8 key company disclosures: Midland Over Riyadh Today, Saudi Aramco press released a …
Read More »Infill Thinking 2024 Predictions For The U.S. Onshore Oilfield
Scrambling For Permian Sand
One Of The First Bright Spots In 2024 Lower 48 Oilfield Data [Chart Of The Day]
Liberty Looking For Growth After 1Q24
Texas Frac Sand Mines Dealing With More Operations Hindrances This Week
4Q Frac Sand Plant Activity Update [Data Alert]
More Sand, More Barrels [Chart Of The Day]
Halliburton Seems More Bullish On Rigs Than Frac Vs. 2024 Consensus Expectations
Update: PropCoater™ Units Are Spreading And Making A Positive Impact 6 Months After Launch
In Other News… Trimulfracs, Frac Sand Fund Raise?, “You Gotta Keep ‘Em Separated”, & more…
PropX Sand Scorpion Makes Wet Sand Look Easy [Site Visit Notes & Photos]
The Southwestern Oilfield Freezes To Start 2024. Frac Channel Checks On The Weather Impact…
Wet Sand Revolution – A Dual Solution Launch [Notes From The Road & Yard Demo]
Notes From The Road In Permian Part II
Weather Warning – Permian Freeze Ahead, What Will Happen To Wet Sand Fracs?
Notes From The Road In Permian Part I [Quick Hits & Photos]
How’d We Do? Scoring Our 2023 Predictions From A Year Ago…
In Other News… Kermit Hit Piece, “New Year, New Job”, Apache / Callon, 1Q24 Activity Datapoint, Permian Field Trip Next Week, & More…
Piling On In 2024 – New Wellsite Storage Player Is Betting Big On Damp Sand Growth [Exclusive]
Mixed Signals Are Better Than Bad Only Signals At The Holidays [Seasonal Anecdotes]
Large South Texas Sand Hauler Makes A Big Trailer Fleet Shift [Exclusive]
Infill Thinking’s Top 23 Market Intelligence Updates Of 2023
In Other News – Frac Bankruptcies Loom? Wet Pile Push/Pull, Proximity Mining Harder Than It Looks, Sand & Logistics Pricing Trends, & More…
A Treasure Trove Of Frac Sand Market Color From Lawsuit Exhibits
Allegations Of “Double-Cross & Purloin” In Damp Sand Mine’s Desperate E&P Lawsuit
