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 …
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Our desk is churning out the research this week full steam ahead… 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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HAL earnings hit the newswire on Tuesday morning, and we highlight key points of interest from their earnings material and conference call for the broader completions market here… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
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Our desk is churning out the research this week full steam ahead… 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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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 …
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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 …
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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, …
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Writing this report today reminds us of when we wrote this little report back in 2017 about the Permian’s very first in-basin sand mine. That was the start of the dune sand mine rush – a boom that saw 50 plants built over the next seven years. Are we now …
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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 …
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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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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 …
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Insight on frac crews… 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 subscription options at [email protected]. (Current members login here.) Members get: Exclusive …
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We learned something interesting about a new sand supply arrangement that has been struck in the MidCon. 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 …
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Public Oilfield Service firms start talking to investors next week. Here are 10 things we are listening for… 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 …
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Tracking data center buzz in 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 has expired, please email us to discuss …
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Any new mines among the dunes? 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 …
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Here we bring you an 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 …
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In this data driven post, we discuss and chart some the trends in a key oilfield activity area. 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 …
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In this data alert, see interesting observations from a new data release just made for data subscribers… 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 …
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Takeaways from time well spent in Midland Texas this week at the big power conference. 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 …
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3Q25 Summary Infill Thinking members received 22 e-newsletters containing 67 new original research reports during the past 90 days For Lium data plan clients, we updated dozens of data products during the quarter As always, thank you for reading – it is our great honor to write for you! In …
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Our desk is churning out the research this week full steam ahead… 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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Interesting datapoint this week, we break it down…. 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 …
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In this data driven post, we discuss the trends in a key oilfield activity driver. 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 …
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Insight on a key trend in frac hydraulic horsepower supply and mix. 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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An emerging trend focused on the data center buildout is blurring industry lines between: oilfield tech… … 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 …
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It’s hard to believe, but the fourth quarter is now less than 2 weeks away. We think through some important frac market trends as we head into it… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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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 …
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A hot research topic at Infill Thinking this year has been the intersection of mobile power gen and oilfield service. We invite readers to join us at a new event coming up soon in the Permian that will dive deep into electrification trends, risks and opportunities. In this report, we …
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the latest in a new regulatory risk for a critical path labor pool that we have been monitoring in the oilfield 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. …
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Our data team shares a data tool for understanding consolidation. 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 …
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In this update, we discuss the latest takeover talk of the town. 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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They talk, we listen… 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 …
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In this update, we discuss Permian completion RFP trends… 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 …
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In this update, we’ve unearthed new data on the newest technical trend in proppant… 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 …
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In this data driven post, we discuss the trend in Permian simulfrac activity. 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 …
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Both sides of an important frac sand case are now public and will have their day in court. We discuss the latest details in the case… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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Our desk is churning out the research this week full steam ahead… 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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We dig into a recent question about a mine on the move… 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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Today, we are updating another Excel download for data clients – this one tracks frac sand hauling fleets. Some key takeaways from the new data include: … There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
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What’s shale doing around the hottest trend in the broader economy 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 are new to Infill Thinking, or your membership …
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If you work in the Bakken, Powder River, Uinta, DJ, or Scoop/Stack basins, you won’t want to miss this intel. 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 …
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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 …
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Today, we refreshed a must-have shale database tracking some key metrics in the L48 shale surface markets. 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 …
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Following through on something that resonated with us in our recent Permian travels… 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 …
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Who’s suing who in the oilfield? Why does it matter? We discuss the latest cases and their implications… 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 …
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Recent deal news equals +1, -1 public company in midstream of water! 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 …
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This week, we have an update on local sand mining activity… 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, …
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Our desk is churning out the research this week full steam ahead… 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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Who’s suing who in the oilfield? Why does it matter? We discuss the latest cases and their implications… 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 …
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Infill Thinking Lifting the O&G knowledge curve
