We’ve had some time to ruminate on the big news we broke exclusively this morning… 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 »EXCLUSIVE: The Ink Is Drying On A HUGE M&A Deal In Frac Supply Chain
Breaking news on a big deal in last mile… 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 »ICE Is Cooling Capacity In A Key Frac Supply Chain Link – Another Datapoint In The Narrative Detering Drivers…
the latest in a new regulatory risk for a critical path labor pool that we have been monitoring in the oilfield this year… 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 »Is Immigration Disrupting The Frac Supply Chain?
Something unusual is percolating in the frac supply chain – regulatory risk for a critical path labor pool. 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 »Utah’s “Mini-Me” Version Of The Permian Dune Express
A look behind the scenes at a logistics solution to displace truck traffic in the Rockies. 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 »Friday Follow Up: HAL’s Last Mile Change Is Being Noticed… [VIDEO]
We have a follow-up report to an Infill Thinking exclusive on frac supply chain developments from earlier this year…. 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 »Frac Reacts To Trump’s Call For Enforcement Of Trucker English Requirements
We have been doing field checks with frac contacts about Trump’s big trucking executive order signed last week. What will this mean for frac supply chain? Read industry reaction and background here… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Catching Up On ProPetro And RPC
Although the mainstream press will focus on the massive spot oil price month move (shock and awe of $130/bbl post Biden\’s Russian oil embargo today), it\’s important to keep in mind the context of the…. There\’s a lot more to this story… Login to see the full update… To read …
Read More »Another Sand Hauler Headache Emerging In Early-2025
Over the past couple weeks, our trucking contacts have been buzzing about a new challenge this year… 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 »There’s A New Wellsite Silo Player In The Permian… We Drove By Their Four-Pack & Caught Up With Management To Learn More…
Always fun to see something new on a field trip.! We drove by the first deployment of a new wellsite sand storage system in the Permian during Jan 2025… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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Infill Thinking Lifting the O&G knowledge curve