Important frac supply chain update for the Lower 48’s largest frac sand market – data takeaways and download link in the full report. 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. …
Read More »A Permian Local Damp Sand Mine Is ReOpening For Business Monday With A New Go-To-Market Strategy…
We share company specific details after catching up with another private frac sand company’s management team. 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, …
Read More »High Roller Sand Is Rocking In The Permian [Site Visit Notes]
In this update, we share key takeaways from our recent visit to High Roller Sand’s flagship Permian mine. 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 …
Read More »Tragic Permian Frac Fatality Monday Evening
This is the kind of update we hate to write. 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 …
Read More »A Frac Sand Mine M&A Deal Has Been Struck [EXCLUSIVE]
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 …
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Infill Thinking Lifting the O&G knowledge curve