In this update, a round up of quick hits you should know about if you participate in the 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 …
Read More »10 Potential 2025 Frac Surprises
This report started out as a “Infill Thinking Predictions” piece about the new year. But that’s boring…. Most folks already know that 2025 is starting with flattish D&C fundamentals oversupply in OFS markets. So we pivoted… Here are 10 bold, game changing possibilities that we see business logic for but …
Read More »Shale’s Year In Review – Key Oilfield Themes, Our Top 24 Reports Of 2024, & Last Shale Monthly Data Update Of Year
Happy New Year 2025 to the shale industry! During 2024, Infill Thinking: published 280 original research updates, shipped 100 e-newsletters to active members, provided unique proprietary data updates to Lium Data Plan members, conducted multiple field trips to report on frac jobs and supply chain activity in person and visit …
Read More »5 Points From Our Field Checks As 2025 Begins – Sand NPT, 4Q Slowdown, 1Q Rebound, & More…
We checked in with a variety of oilfield market participants around the holidays and early days of 2025 to get a read on some key seasonal factors. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »See The Top 20 Oilfield Research Reports Of 4Q24 Here
By The Numbers – Membership Resources Provided During 4Q24 Quarter to date, the Infill Thinking research team: toured 4 NWS mines and saw 4 others moderated several panels at the biggest frac supply chain event of the year hosted by Petroleum Connection sent members 23 e-newsletters containing 65 original research …
Read More »U.S. Frac Fleet Recapitalization Is Accelerating Headed Into 2025 [Data Alert]
Important data driven update on the frac fleet working in the Lower 48… 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 …
Read More »What Should OFS Firms Do About The Downturn In 2025? [See What Your Peers Think…]
Infill Thinking’s annual year-end survey is collecting answers to an important question about 2025… In this post, you can read the industry’s responses.. 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. …
Read More »Dozens Of Wells Got “Pet Coked” This Year… 7 Takeaways From A New Excel Download [Data Alert]
Our data team adapts on the fly, adding a special data series on pet coke use in fracing this week just days after Exxon’s news rocked the sand world. In this report, see how to access the new data and read 7 key takeaways There’s a lot more to this …
Read More »Exxon Unveils More Detail On Their Pet Coke Proppant – Cost, Supply Chain, Scale, Patents, And Effects
More analysis of Exxon’s proppant commentary 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 your membership has expired, please email us …
Read More »Infill Thinking’s 2025 Oilfield Market Outlook Survey Has Now Closed… Thank You For Participating
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 …
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