We were grateful for the opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio this week. This is the largest frac sand conference in the industry each year. There’s no substitute for being there in person, but here are some things we …
Read More »PropX Is Making An 8-Mile Sand Slurry Look Easier Than It Is [Utah Notes From The Road]
We spent several days putting miles on our truck in Utah in September 2026. We toured frac, mine, and logistics sites. We drove multiple completions facilities… here is some of what we learned on location – boots on the ground research prepared with human touch! There’s a lot more to …
Read More »Texas Frac Supply Chain Frustration Grows On Two Main Fronts…
Channel checks reveal frustration up and down the frac supply chain in Texas – from Midland to San Antonio, lots of grumbling 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 …
Read More »E&P Operator Frac Supply Chain Procurement Datapoints: Local Sand Conversion, Supersized Waynesville Loadings, Vertical Integration, Deflation & more…
They said it… 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 us to discuss our current subscription …
Read More »E&Ps Start Acknowledging Service Pricing Power
They said it… 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 us to discuss our current subscription …
Read More »Infill Thinking Members Only Mid-2026 Oilfield Market Survey
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next”. 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 »Is The Oilfield Service Pricing Pendulum Swinging Back To Service Providers?
Will this oil price rip trigger a margin expansion story in oilfield service? Here we discuss some recent data points we’ve collected from the field, plus context from many years of covering OFS cycles – we’ve seen this movie before! There’s a lot more to this story… Login to see …
Read More »When Sand “Goes Down Crunchy” & Other E&P Hot Takes On Their Frac Supply Chains…
Here are some interesting things operators are saying about their 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 …
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 »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 …
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