Tag Archives: corporate strategy

On Tuesday next week, we look forward to seeing many Infill Thinking members in person again for the Petroleum Connection’ 11th Annual Frac Sand Industry Update at the Houston Petroleum Club. Our Lium Research / Infill Thinking team is excited about several discussions we’ll participate in on the conference stage, …

We digest new datapoints from a NWS 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, please email us …

With the new year underway, here are 10 big picture shale market themes we are watching. These aren’t our forecasts. Those were shared here for data clients in December. But these 10 themes are some powerful overarching themes that will shape where the industry goes this year, and how firms …

  Next week, we look forward to seeing many Infill Thinking members in person again for the Petroleum Connection’s 14th Annual Frac Sand Supply & Logistics Conference at the Hyatt Hill Country Resort. There is still time to grab a last minute pass if you haven’t yet (click here). Lium …

Data context on the latest M&A rumblings… 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 …

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 …

Iron Oak is a new name in frac sand, but their predecessors have more than 300 years of combined history. As we watch one of frac sand’s most exciting platforms move into the next era of proppant solutions, we pause to reflect on their legacy and current operations through a …

  This Wednesday, we look forward to seeing many Infill Thinking members again in person again for the Petroleum Connection’s 10th Annual Frac Sand Industry Update Conference at the Petroleum Club in Houston. They may still have some last minute passes if you haven’t registered yet (click here). Infill Thinking …

Smart Sand released their 4Q24 earnings this week… and there was a change-up in the report 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 you are new to …

On Feb 15, 2025, a magnitude 5.0 quake struck Culberson County. A 4.7 mag tremblor followed 3 days later in the same area. In this report see relevant analysis and data plus an invitation to join us in discussion about the implications of this seismicity… There’s a lot more to …