Latest Thoughts

Just The E&P Operators… [Survey Result Detail Data]

We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead outlook… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive …

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Our Mid-Year 2021 Outlook Survey Results Are In!

We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead outlook… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive …

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New Recruiting Platform Aims To Solve Sand Hauling Headaches…

An interesting development / newcomer arrives in the sand hauler recruitment scene… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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Frac Sand Is Busy And Boring Right Now

This week we worked the phones and caught up with quite a few contacts in frac supply chain to chat business trends, hear the voice of the industry, and take the pulse of the sand mining community. The bottom line is… Login to see the full update… To read this …

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Top Permian Performers – County Rig Rank

feature photo image is of our favorite TexMex joint to hit up when we are in Kermit TX (tell them Infill Thinking sent you, and no they did not pay for this plug… it’s a PSA for our members in the interest of great food!) Infill Thinking keeps members abreast …

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Pressure Pumping Pricing Gains Are Inevitable. Right Guys? Right?

Our channel checks reveal some interesting things happening towards the commoditized end of hydraulic fracturing market. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters …

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Eagle Ford Frac Sand Mine Activity Trends

A data-driven look at operating activity trends for the South Texas local frac sand mining industry. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters …

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US Silica’s Market Outlook

US Silica provided their 1Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

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Quantifying The Permian Sand Mine Snap Back [Chart Of The Day]

A data-driven look at operating activity trends for the West Texas local frac sand mining industry. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters …

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Halliburton Opens Up On Vorto Relationship For The 1st Time; Also Some Frac Market Outlook Takeaways…

Halliburton’s conference call this week confirmed an Infill Thinking exclusive from six months ago… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis …

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New App-Based Sand Hauler To Watch… Plus 6 Other Notable “Research Quick Hits” In The Frac Supply Chain…

We hear lots of things. Some of them bear repeating… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles …

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What Ever Happened To Frac Hits? [Chart Of The Day]

Sure, companies have developed coping mechanisms, but it’s still a big risk in the medium- to long-term outlook for U.S. oil production… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current …

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