Thoughts For Subscribers

People On The Move In The Frac Supply Chain

Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. Here we discuss some recent changes across various companies in the frac supply chain. There’s a lot more to this story… Login to see the full …

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Celebrating Our 700th Newsletter Edition And 6 Years Of Independent Research. Have You Ever Wondered How Infill Thinking Got Its Name?

This Tuesday, Infill Thinking’s twice-weekly newsletter celebrates a nice milestone. We are shipping our 700th edition! Issue #1 was sent to a handful of early subscribers way back on October 21, 2016. 699 editions, thousands of readers, over 2,300 research reports published, and 6 years later, Infill Thinking is still …

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South Texas Sandemonium Continues…

Today an update on a tough situation for pumpers and E&Ps in the South Texas market… 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, …

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Blue Diamond Proppants Report

  This week, we learned more about new local frac sand mines planned for a basin in the Lower 48 and updated an Excel database for clients to download. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

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XCL SandCo Report

  This week, we learned more about new local frac sand mines planned for a basin in the Lower 48 and updated an Excel database for clients to download. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

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Utah – Get Me Two! [NEW MINES & DATA UPDATE]

This week, we learned more about new local frac sand mines planned for a basin in the Lower 48 and updated an Excel database for clients to download. 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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Frac Conference Quick Thoughts

This week, we are attending a large industry event, and here are some things that stood out to us from our conversations there. 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. …

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Scrambling For Permian Sand

Field checks show seasonal struggles with… 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 …

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Liberty Looking For Growth After 1Q24

A key takeaway from Liberty’s earnings call this week was… 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 …

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4Q Frac Sand Plant Activity Update [Data Alert]

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 …

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More Sand, More Barrels [Chart Of The Day]

Data driven context for sand and oil correlation. 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 …

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Notes From The Road In Permian Part II

Earlier this week, we invested time putting boots on the ground in the Permian Basin. Between meeting with contacts, field trips and yard demos and drive-bys, we learned a lot. Here are a second batch of takeaways from our time on the road… There’s a lot more to this story… …

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