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, …
Read More »MidCon Demand – The 2nd Largest Player Sells Out [CHART OF THE DAY]
This week, we have prepared for you a data-driven analysis on MidCon E&P buyer behavior and scale… 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 …
Read More »MidCon Supply – Steady Eddie [DATA ALERT]
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, …
Read More »New Rockies Sand Plant We Identified Last Year Goes Mainstream, Plus Another Quietly In The Works? [Data Alert]
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, …
Read More »A Mixed Bag Of D&C Signals In 1Q26 [Chart of the Day]
A look at one of the leading indicators for frac TAM. 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, …
Read More »A Boring Quarter For Permian Local Sand Supply [DATA ALERT]
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, …
Read More »The 1st Datapoints About The 1Q Rebound Are Pointing In The Right Direction [Chart of the Day]
A look at one of the leading indicators for frac TAM. 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, …
Read More »Don’t Call It A Comeback, But The “Mom & Pops” Still Matter… [Chart of the Day]
A look at one of the defining underlying trends in D&C addressable 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, or your membership …
Read More »The Last Time Permian Mines Cut Back This Fast Was Covid… [DATA ALERT]
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, …
Read More »Big Capacity Haircut In A Large Local Sand Market [DATA ALERT]
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, …
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Infill Thinking Lifting the O&G knowledge curve