Latest Thoughts

1Q Frac Sand Mine Trends [Data Of The Day]

How busy are sand mines these day? Very busy! 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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Rigs & Frac Crews Operator-By-Operator – 2Q23

Who’s working 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 subscription …

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E&P Talk Heats Up On Service Cost Relief [Part 2]

E&Ps have been quick to talk about service cost expectations this quarter…here’s what we’ve heard so far. 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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E&Ps Talk About Service Cost Relief

E&Ps have been quick to talk about service cost expectations this quarter…here’s what we’ve heard so far. 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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Rig Preview: 4 Red Flags In March Permit Data

On the surface, things look calm and steady but the devil’s in the details… 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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Haynesville Damp Sand Trends

We take a look at the latest wet vs. dry sand trends in the Haynesville for this update… 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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DJ Basin Operators Finally Get Some Local Sand

After years of talk, there’s action on local sand in Colorado. 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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Active Frac Fleet Count Trends [Chart Of The Day]

We estimate there are X-X fleets active in the U.S. market today. Here’s how that trend looks over time with a few thoughts on 1Q23 trends in completions… 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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