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 »10 Frac Anecdotes From The Sidelines Of An Industry Event This Week…
We were able to check in with many contacts about the state of the frac industry at a conference 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 …
Read More »Sand Mine Activity Trends By Region [Data Alert]
Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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 »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 Struggle Is Real [Slide Deck Alert]
Data Alert: today our data clients are invited to download our latest slides on oilfield data trends (here). Titled The Struggle Is Real, the presentation documents current conditions, recent trends, and the 2026 outlook from our many industry-leading data products covering shale OFS supply, demand, activity indicators, and pricing. Some …
Read More »10 Potential 2026 Frac Surprises
In this related report earlier this month, we previewed some key 2026 shale data themes. But as you know, seldom does a year go by without some big twists and turns in the oilfield narrative. So for this piece we white-boarded some plot twists that are plausible but not consensus…. …
Read More »Hauling Headaches Intensify In January 2026
Say you need to get a load of sand trucked – how hard is that right now? We discuss… 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 »2026 Texas Sand Prices Picking Up Right Where 2025 Left Off… [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 »Permian Dry Sand Coming Back Into Style? [Chart Of The Day]
A data-driven look at a key trend in Permian frac sand… 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 Brief Situation Report On Trucking In The Frac Supply Chain As The New Year Begins…
Update on a key part of 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 are new to Infill Thinking, or your membership has expired, please …
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Infill Thinking Lifting the O&G knowledge curve