Nick Cook, Editor
Issue #560 | April 8, 2026
As the tense “ceasefire” becomes a thing, we are waiting to see how E&Ps respond. Will we see validation of the “wait it out” strategy? Will we see an increased production regardless at WTI is still $95+ as of publishing?
Regardless, the medium-term outlook for certain basins of proppant production are starting to improve. Supply is tightening, and we’re watching to see if this will result in any meaningful price improvement as well.
And now, the news…
Beckelman discussed how sand demand can rise even when headline activity measures appear flat.
Interesting news following a round of channel checks in one of the Texas Big 2 tight oil basins this week…
To be sure, stock prices are still below where they were before the war. And oil prices are still higher because the threat remains that the war could continue and keep oil produced in the Persian Gulf area blocked in the Middle East.
Forget the old boom-and-bust oil game… in 2026 the Public E&Ps aren’t chasing barrels (yet), they’re printing cash.
Newberry Volcano in central Oregon contains ideal conditions for a superhot rock enhanced geothermal system candidate.
An update on a key hidden cost inflation item in well AFEs…
Atlas Energy Solutions announced that it intends to raise $300 million through a private placement of convertible senior notes due 2031 to qualified institutional buyers, with an option for initial purchasers to buy an additional $45 million.
Why have all these robot trucks descended on Texas of all states?
The Infill Thinking team sat down to chat with the largest damp sand operator in the core region of the Haynesville.
Superior Energy Services announced the global launch of EcoReach, a next-generation micro-proppant technology designed to reduce costs, improve operational efficiency and support more sustainable oil and gas completions.
South Africa has an estimated 390 trillion cubic feet (tcf) of technically recoverable natural gas from shale reservoirs.
As ranked by the number of clicks on each update, here are the Top 20 Infill Thinking research titles of the past 90 days.
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- Ryan Hassler, Rystad Energy
- Joseph Triepke, Infill Thinking [M]
- Greg Lanham, President, Sand Revolution
- Joseph Triepke, Infill Thinking [M]
- Steve Brock, Nomad Proppants
- John Young, Smart Sand
- Ryan McMaster, Delta Sands
- Pete Cook, Petroleum Connection [M]
- Sanjiv Shah, Piper Sandler
- Charlie Crisp, Crisp Supply Chain Solutions [M]
- Steven Anderson, HighPeak Energy
- Frank Zamora, Premier Corex
- Jason Schumacher, O'Melveny
- Yuri Berajano, Consultant [M[
- Greg Garcia, Solaris Oilfield Infrastructure
- Ron Gair, Nexmile
- Michael Montgomery, Detmar Logistics
- Nick Cook, Petroleum Connection [M]
- Matt Oehler, PropX
- Joe O'Rourke, Cyber Square [M]
- Chris Samanns, Signal Peak Silica
- Corey Donaldson, ProFrac
- Paul Sheperd, FCI Sand
- Billy Smith, Superior Silica Sand
- Evening open for client dinners
- Nick Cook, Petroleum Connection
- Marcus Morton, Cyber Square
- Jon Bowlin, EnDeCo Engineers
- Bob Carter, IAC [M]
- Chris Ellis, Assured Integration
- Alex Aldach, Freedom Propants
- Michael Brannon, Iron Oak Energy
- Jason Willmarth, Superior Belt Filter
- Alex Meleshko, LIUM Research [M]
- Candace Rowell, Expand Energy
- Lindsey Hopwood, Halliburton
- Josh Riso, Liberty Energy
- William Hitters, Luxmath Consulting
- Juan Rendo, YPF
• Nick Cook, Petroleum Connection
• Tim McMahon, UT Bureau of Economic Geology
• Ryan Hassler, Rystad Energy
• Joseph Triepke, Infill Thinking
• Hayden Gillespie, Black Mountain Sand
• Marcus Morton, Cyber Square
• Adam Katz, Badger Mining Corp.
• Brian McConn, Atlas Energy
• Pete Cook, Petroleum Connection [M]
• Kevin Fisher, PropX
• Bob Carter, IAC
• Chris Cloud, Saber Asset Group
• Ryan Zorn, Liberty Energy
• Sam Reynolds, Marathon Oil [M]
• Aric Christman, Encino Energy
• Charlie Crisp, Crisp Supply Chain Solutions
• Jose Sagaseta, Vorto [M]
• Matt Martinez, Texas Chrome Transport
• Sergio Sabatini, OmniTRAX
• Isaiah Martinez, WTS Energy Group
• Rick Pattillo, Lobo Logistics
• Nick Cook, Petroleum Connection
• Kirby Wilkerson, KBW Partners [M]
• Dane Walker, Wall Street Sand Company
• Dr. Anthony Konya, Konya Mining Company
• Jim Otteman, Imperium Enterprises
• William Hitters, CEO, Luxmath Consulting
• Alex Meleshko, LIUM Research [M]
• Matt Oehler, PropX
• Anna Omsberg, SandPile
• Steve Brock, Nomad Proppants
• Nick Cook, Petroleum Connection [M]
• Chris Samanns, Signal Peak Silica
• Dave Frattaroli, High Roller Sand
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