Field trip reveals more datapoints about an emerging play… 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 …
Read More »A Postcard From San Antonio – 5 Key Takeaways From 2026’s Signature Frac Supply Chain Event
We were grateful for the opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio this week. This is the largest frac sand conference in the industry each year. There’s no substitute for being there in person, but here are some things we …
Read More »Major Changes Happening At The Western Haynesville Local Sand Plant That Pre-dates The Western Haynesville
Field findings on 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 are new to Infill Thinking, or your membership has expired, please email us to discuss …
Read More »We Visited The Newest Local Frac Sand Plant In America Yesterday [Notes From The Road]
We visited a brand new sand mine this week, walking the location with management to observe how they are dialing in operations and moving some of their first ever truckloads. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Worth A Mention… Exxon’s Innovation, Chevron’s Capex Cut, A New Pressure Pumper, People Moves, Driverless Loads, Stuck On A Roller Coaster, Fast Frac’ing & More…
Several quick hits of note if you work in the L48 oilfield… 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 …
Read More »Worth A Mention… A Canadian Frac First, Behind-The-Curtain Behind-The-Meter M&A, New Mine, Mine Adds, PJM Signals, & More…
Several quick hits of note if you work in the L48 oilfield… 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 …
Read More »Frac Sand Pricing Update [Data Alert]
Vital frac supply chain data for buyers and sellers and capital allocators. 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 …
Read More »Quantifying XOM’s Petcoke Proppant Push [Data Alert]
In this report, see how to access the data and read 5 key takeaways on Exxon’s petcoke proppant push… 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 …
Read More »Sand Mine Productive Data [Data Alert]
Vital frac supply chain data for buyers and sellers and capital allocators. 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 …
Read More »The Latest Frac Sand Pricing Trends [Data Alert]
Vital frac supply chain data for buyers and sellers and capital allocators. 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 …
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Infill Thinking Lifting the O&G knowledge curve