A frac sand plant in South Texas has traded hands – read the scoop here… 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 …
Read More »Controversial Frac Sand Mine Decision Delayed Again
Quick update on a project which has stirred up local controversy… 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 »CCUS Proppant? Another Super Major Is Cooking Up Something Big In Proppant Material Science…
While reviewing patent records we bumped our noses into something very very interesting 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 …
Read More »We Saw A Lot On The Road In WTX & NM This Week… Quick Thoughts Ahead Of More Details Next Week…
We drove more than 1,000 miles over the past couple of days getting our eyes on Midland and Delaware Basin frac jobs, frac supply chain solutions, and sand mines. Our Permian tour included in-person meetings/tours and visual inspections spanning dozens of notable locations. Notably, we witnessed two major industry firsts …
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 »Controversial NM Frac Sand Mine’s Future Hangs In Limbo Until January 2025
In October, we wrote about a potential new local sand plant in the San Juan Basin (see point 4 here). Today, analysis on current status of the project which has stirred up local controversy… There’s a lot more to this story… Login to see the full update… To read this …
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 »Standing Room Only As NM Citizens Protest A Local Damp Sand Plant. Next Week, A Controversial Vote…
In October, we wrote about a potential new local sand plant in the San Juan Basin (see point 4 here). Today, many more details… 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 …
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 …
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