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 …

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, …

Who’s suing who in the oilfield? Why does it matter? We discuss the latest cases and their implications… 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 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 …

Expert perspective of great value as Texas E&Ps, pumpers, sand movers and miners navigate a big change put forth and then delayed and then paused by the government… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Who’s suing who in the oilfield? Why does it matter? We discuss the latest cases and their implications… 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 …

  Another oilfield service season is in the books and we are catching up on everything said since we spent more time in the field than listening to calls during this reporting season! There’s a lot more to this story… Login to see the full update…  To read this update …

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. …

Another Merger Monday 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 us to discuss …

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 earnings season, frac sand comments have been fairly light. The most notable of the sand remarks made by E&Ps on their conference calls over the past couple weeks was… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

A massive paradigm shift could affect Texas frac sand in a huge way, but will it happen now? 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 …

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 traveled into the heart of the Permian to see what we could see 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, …

Restructuring returns and we dig deeper… 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 …

We are traveling into the heart of the Marcellus Shale next week to learn what we can learn about the northeast shale plays… 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. …

We traveled into the heart of the Permian to see what we could see 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, …

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 …

In addition to our deeper dive pieces this week, here’s a roundup of quick hits… 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 …

In this update, we share thoughts on a transaction announced today in frac sand land. 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 …

  Cross-referencing the blaze coordinates with our well database, we found that… 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, …

Infill Thinking covers read-through and takeaways from the first earnings release of 2Q25 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, …

Those who don’t learn from history may be doomed to repeat it. And those who don’t even have the history don’t have a chance! 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 …

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 …

HAL earnings hit the newswire on Tuesday morning, and we highlight key points of interest from their earnings material and conference call for the broader completions market here… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Something unusual is percolating in the frac supply chain – regulatory risk for a critical path labor pool. 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 …

Our desk is churning out the research this week full steam ahead… 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 …

With another earnings season upon us, we share some data on a theme that we expect multiple companies to discuss this quarter.. 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 …

Another earnings season is just around the corner, 10 things to listen for and what to expect… 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 …

We are excited today to share the results of our well-attended industry marketplace survey about the oilfield outlook… 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 …

We are excited today to share the results of our well-attended industry marketplace survey about the oilfield outlook… 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 …

Water matters. Alot. Here’s some key data analyzed as you think about flow assurance (and completions demand) in the biggest oilfield in the world… 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 …

A look behind the scenes at a logistics solution to displace truck traffic in the Rockies. 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, …

Our midyear survey is done! See how your peers responded to the open ended question at the end 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 …

Violent volatility in the commodity markets in 1H25 is starting to manifest in less oil 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, …

Now that’s a big old pile of 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 us …

By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next”. 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 …

  2Q25 Summary Infill Thinking members received 25 e-newsletters containing 65 new original research reports during the past 90 days Macro headlines dominated the oilfield dialog and whipsawed the outlook – Infill Thinking provided regular analysis of the fast evolving conditions including context from our proprietary data as well as …

The geopolitical risk premium came back in the crude oil markets. But was it just a June phemonon? Where do we go from here if we are an oilfield market participant? Thoughts and analysis as we follow what it means for L48 E&P… There’s a lot more to this story… …

Our data team shares a data tool for understanding consolidation. 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 …

An important indication that despite violent volatility in commodity markets, the actual activity on the ground is less theatrical. 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 …

What’s happening on the ground in key L48 oil basins as commodity prices move higher? 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 …

The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Thoughts and analysis as we follow what it means for L48 E&P… There’s a lot more to this story… Login to see the full update…  To read …

A massive paradigm shift is in the works that will affect Texas frac sand in a huge way, just not as quickly as expected it seems… 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 …

Our data team shares a data tool for understanding consolidation. 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 …

The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Thoughts and analysis as we follow what it means for L48 E&P… There’s a lot more to this story… Login to see the full update…  To read …

  Raw sand guys like it when E&Ps pump raw sand, but they might like it when E&Ps pump this specialty product too! 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. …

  With the oil markets taking a turn for the better, we take a look at who reacted the most when conditions were worse. 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 …

The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant? Initial thoughts and analysis… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …