Infill Thinking Lifting the O&G knowledge curve

New datapoints extend a trend we warned about a couple months ago… 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 …

7 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 …

Ever wonder how different pressure pumpers approach frac sand supply chain and what assets they have at their disposal to bundle frac jobs? Here we provide analysis on how pumpers that provide 80% of the frac service in the U.S. approach frac sand integration… There’s a lot more to this …

Info on a new M&A deal 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 email …

Refreshing our upstream consolidation monitor after COP/MRO, a few thing stand out… 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 …

More context for frac supply chain risk after recent regulatory changes around species protection… 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 …

Data-driven context for this week’s M&A deal that all sand suppliers and OFS providers should see… 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, …

Restructuring returns… 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 options …

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 …

Data context for sand mine impacts of recent regulatory changes 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 …

Roundup of reactions to the news of the DLS listing… 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 …

After the DSL listing, some readers are asking us about E&P impacts. Here’s some map and data analysis / context to help with that question and more… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

The Lizard Is Finally Listed! 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 …

  In this report, we the few takeaways we had from industry conversations we had in Fort Worth 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 …

This is the kind of update we hate to write. 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 …

In this report, we share some regulation thoughts… 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 …

Market takeaways from an NWS leader are covered in this 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, …

7 quick (but big) items caught our attention in the frac supply chain 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 …

This week, we share some e-fleet thoughts… 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 …

ProFrac earnings this week were met with applause on Wall Street. Here we look into the key points for OFS and E&P folks. 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. …

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 …

  Water market takeaways we learned from attending the best conference for produced water in the U.S. of 2024 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 …

With natural gas prices still depressed, here is a look at where gassy E&P activity is trending… 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 …

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, …

This week, we digested updates from two large frac oufits. 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 …

  Next week, we will participate in the largest oilfield water management executive conference of the year. We encourage you to join us – if you are an OFS provider, this is one of the hottest issues your E&P customer are thinking about right now. Here is the conference information …

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, …

Quick hits to catch you up to speed on interesting completions supply chain datapoints. 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 …

Data driven context as we continue to think through the big frac sand M&A deal announced 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 …

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, …

Data driven context for the big frac sand M&A deal announced 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 …

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 …

With headlines about induced seismicity like this one this week in the Midland Reporter Telegram yesterday, water is a big issue for EVERYONE doing business in the Permian. Yesterday, there were 5 seismic events greater than 2.5 mag and up to 3.9 mag recorded in a 1.5 mile area along …

US Silica announces a huge deal this morning… 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 …

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 …

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’ve collected some interesting wet sand anecdotes through recent channel checks and a panel we moderated on wet sand at the Petroleum Connection’s conference conference in Houston earlier this month. Here we distill those conversations into a bullet point summary on the state of wet sand.  … There’s a lot …

Infill Thinking covers read-through and takeaways from the first earnings release of 1Q24 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, …

Infill Thinking was first to report on meaningful and unexpected news in the Permian local frac supply chain last weekend. Today we follow up with more details provided by the company. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

Infill Thinking follow up report on the fire we broke news about last Sunday. 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 …

Infill Thinking follow up report on the fire we broke news about on Sunday. 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 …

On Monday morning, Atlas has issued a statement on the fire that Infill Thinking first reported Sunday afternoon. 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 is first to report on meaningful and unexpected news in the Permian local 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 …

Data driven context for drilling 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 to discuss …

This week, we participated in the Petroleum Connection’s Frac Sand Industry Update in Houston. The conference was well attended, it was good to see everyone, and we learned a lot. In this report are 5 big picture takeaways that resonated with us… As always, it’s impossible to summarize the experience …

First-of-a-kind analysis on Permian 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, please email us to …

In about 30 days (May 8-9) at the Irving Convention Center, we’ll join hundreds of US oil industry leaders and investors to discuss one of the hottest topics in the oilfield – water management. In its fourth year, the widely anticipated Oilfield Water Markets Conference will dive into the evolving …

Public record searches fill in some holes on a new sand mining location… 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 …

For distressed last mile players, a last resort move might be in the works. 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 …

9 quick (but big) items caught our attention in the frac supply chain 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 …