Tag Archives: power

The shale / power nexus is moving fast. Here are 10 datapoints to get you up to speed on the latest happenings we are tracking…   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 …

HAL earnings hit the newswire on Tuesday morning, and we highlight key points of interest from their earnings material and conference call for the broader completions market here… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Writing this report today reminds us of when we wrote this little report back in 2017 about the Permian’s very first in-basin sand mine. That was the start of the dune sand mine rush – a boom that saw 50 plants built over the next seven years. Are we now …

Takeaways from time well spent in Midland Texas this week at the big power conference. 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 …

An emerging trend focused on the data center buildout is blurring industry lines between: oilfield tech… … 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 …

A hot research topic at Infill Thinking this year has been the intersection of mobile power gen and oilfield service. We invite readers to join us at a new event coming up soon in the Permian that will dive deep into electrification trends, risks and opportunities. In this report, we …

What’s shale doing around the hottest trend in the broader economy 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 Thinking, or your membership …

Our desk is churning out the research this week full steam ahead… 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 …

This week, we tuned in as another completions service provider’s executive team discussed their frac market outlook for 2025. Here’s what we learned… photo taken by infill thinking in 1Q25 showing the company’s fleet pumping for a major operator near Stanton after we followed the truckloads of wet sand from …

As more and more OFS firms eye the AI data center buildout as an opportunity for mobile power gen solutions, we wanted to highlight a unique play-by-play on the construction of a cutting-edge data center project. There’s a lot more to this story… Login to see the full update…  To …