Quick Thoughts

Checking On Texas’s Biggest Wet-Only Local Sand Plant

  We caught up with a frac sand management team for exclusive details on growth plans they have 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 …

Read More »

Live From New York… It’s 2025 Shale Outlook Time!

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 …

Read More »

We Reiterate A Warning About Shale E&P Capex [DATA ALERT]

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 …

Read More »

Marcellus / Utica Shale Takeaways From Pittsburgh

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, …

Read More »

E&Ps Talk OFS Pricing Trends On Early Earnings Calls

  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 …

Read More »