A data-driven look at capacity trends for the frac supply chain in the world’s largest tight oil play… 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 »The Permian Could See Something In 2025 That Has Never Happened Before [Chart Of The Day]
A data-driven look at capacity trends for the completions industry… 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 »Frac Sand Plant Activity Trends By Region [Chart & 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 »Northern / Western Local Sand Mine Update [Data Alert]
Important frac supply chain update for the Lower 48’s frac sand supply base… 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 »Frac Sand Mine Efficiency Gains – Production Outperforming Plant Activity [Data Alert]
Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. If you aren’t one of our plugged-in data clients yet, check out this 2-minute video overview (sound on). Lium Shale Data Intro No Description There’s a lot more to …
Read More »Here’s Where Sand Prices Stand Headed Into The Macro Turmoil [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 Frac Sand Consolidates Further With Iron Oak / High Roller M&A Deal [Analysis]
A deal has been announced this morning that further consolidates the Permian frac sand market and strengthens the production portfolio of one of the Lower 48’s largest frac sand suppliers… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Despite Soft Rig & Crew Counts, Proppant Is At Record Highs [Chart Of The Day]
A data-driven look at capacity trends for the completions industry… 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 »10 Key Takeaways From 3 Local Sand Supply Database Updates [Data Alert]
Important frac supply chain update for the Lower 48 frac sand 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 has …
Read More »Analyzing A Big Sand Contract Extension Disclosed By A Permian E&P
We picked up on a notable extension for local sand inked during earnings season… 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 …
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