Infill Thinking Lifting the O&G knowledge curve

With the rubber hitting the road on 2025 budget planning, OFS and E&P CEOs converged in New York this week for the annual Barclays energy investor conference. Here’s what stood out to us in publicly available transcripts emanating from the event… There’s a lot more to this story… Login to …

We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …

We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …

As shale turns 20 years old, we are examining and commeroating a variety of historical trends to illuminate big structural changes in shale’s history (including some ongoing themes that continue reshaping the industry). Our goal with this new series is several-fold: provide data-driven context for key multi-cycle themes (including several …

  We spent last Wednesday and Thursday driving more than 1,000 miles around Eagle Ford gathering completions market intel and facility information last week. We saw frac sand mines, terminals, frac crews, and plenty of sand trucks across the basin. The 9 frac sand mines that we saw comprise more …

A big development we broke news about a month ago is confirmed today… 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 …

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 …

Today, we rounded up some fast facts folks in frac should know.. 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 …

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 …

As shale turns 20 years old, we are examining and commeroating a variety of historical trends to illuminate big structural changes in shale’s history (including some ongoing themes that continue reshaping the industry). Our goal with this new series is several-fold: provide data-driven context for key multi-cycle themes (including several …

Carpet level insights illuminate the big picture trends in frac… 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 …

Today, we are introducing a new Excel download for data clients tracking frac sand hauling fleets, primarily in the Texas completions market. 5 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 …

We round up 7 interesting datapoints in the frac supply chain… 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, …

Today we have refreshed a resource for clients of our premium data service. Read takeaways from the update 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 …

Today we examine data on supply trends 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 …

  Key takeaways from new premium data… 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 …

As shale turns 20 years old, we are examining and commeroating a variety of historical trends to illuminate big structural changes in shale’s history (including some ongoing themes that continue reshaping the industry). Our goal with this new series is several-fold: provide data-driven context for key multi-cycle themes (including several …

Ask different folks in the oilfield when the shale revolution began and you’ll get a variety of answers. For us, the point of demarcation was in 2004 and as such, shale turns 20 this year. We launch a new data report series to celebrate shale’s big Two-Oh birthday. There’s a …

This week, we have an update on E&P spending 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 …

What’s shale doing about 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 …

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 …

Boots on the ground report from the heart of northeastern 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, …

  What are customers saying about pricing 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 us …

What to know form ProFrac earnings 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 your membership has expired, please email …

We present a summary of some frac operations updates that all completions folks should know about… 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, …

Sand market takeaways we learned from the latest Atlas earnings 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. If you are new to Infill Thinking, or your membership has expired, …

Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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 …

We pull some key takeaways out of U.S. Silica’s final 10Q filed as a public company. 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, …

We catch up on key takeaways for a Permian fleet of hydraulic frac horsepower… 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 …

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 …

  What are customers saying about pricing 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 us …

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, …

Things were getting better on the Permian earthquake front… until last 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 your membership has …

This week, we digested an update from a frac market leader… 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, …

We examine data on the outlook for completions in 2H24… 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 …

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 …

10 quick (but notable) items worth of Infill Thinking members’ attention today… 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 …

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. …

A potentially big development is brewing in the wet sand pile game… 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 …

Infill Thinking covers read-through and takeaways from LBRT as they kick off another 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, …

HAL earnings hit the newswire today and we highlight key points of interest to the broader completions market here after listening to this morning’s conference call… 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 …

Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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 …

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 think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 …

An update on the regulatory situation in NM as it pertains to water disposal… 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 …

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 …

Some quick follow-up thoughts / corrections to a datapoint we discussed earlier 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 your …

In this data driven post, we discuss frac sand price 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, …

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, …

A quick hit and chart from our big data update last week on D&C trends and forecasts… 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 …