About 100 Infill Thinking members answered this open ended question in our recent 2020 Vision Oilfield Outlook Survey. In this post, you can read their responses.. 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 …
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Underrated Oilfield Themes To Watch In 2024 [Voice Of The Industry]
Wow. Our members are smart! In this post, you can read their answers to one of two open-ended questions we asked in our annual year-ahead outlook survey. Login only if you want to see about 70 candid, insightful, and telling responses about the ongoing O&G downcycle… There’s a lot more …
Read More »Top 10 Well Spudders By Basin [List]
Data driven insights that provide a leading indicator for completions activity by operator and basin over the next 3-6 months. 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 »Permian Damp Sand Capacity Grows Again [Data Alert]
Our public record mining reveals new details on a new entrant we’ve been monitoring since May… 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 »3 Takeaways From Early Results In 2024 Outlook Survey
As more results flood in from our 2023 survey, we are starting to see some key trends… 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 »Chime In: Our 2024 Oilfield Market Outlook Survey Closes In 3 Days!
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new 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 …
Read More »Rigs & Frac Crews Operator-By-Operator As The Year Winds Down
Who’s working what where? 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 …
Read More »We Found A New Wet Sand Mine In The Permian From A Familiar Name [Data Alert]
There’s more damp sand becoming available in the Permian, continuing a trend we quantified recently here. Specifically, we’ve identified a small new wet sand mine that is operational now, located south of Odessa. Vista Minerals (formerly Vista Proppants and Logistics) is behind the project. Although we’ve heard some rumblings about …
Read More »Lone Star Sand’s Message To The Market: “Come And Get It!”
We caught up with the owners of a new local sand plant 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 are new to Infill Thinking, or …
Read More »Permian Market Fragmentation Study – Consolidation Across Key Oilfield Categories
This week we had an opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio. It was the largest frac sand conference in the industry since 2019. It was a great time networking with peers and here is what grabbed us at …
Read More »5 Things That Grabbed Us At The Largest Frac Supply Chain Conference In 4 Years
This week we had an opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio. It was the largest frac sand conference in the industry since 2019. It was a great time networking with peers and here is what grabbed us at the …
Read More »Here Are The Latest Frac Crew Counts By Pumper After 3Q23 Earnings Updates
A round up of fleet counts… 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 …
Read More »E&P Operators Dial In 2024 Service Cost Expectations
2024 is almost here and most E&Ps are expecting to do more with less thanks to lower pricing from their service providers. 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 …
Read More »Something To Be Grateful For At Thanksgiving Feast… Rigs Aren’t Going Down Anymore At Least
Some rig count trends are worth highlighting… today we found one of those. 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 …
Read More »ProFrac Talks About A 35% Rebound In Their Frac Crew Count, While Patterson-UTI Thinks Frac Is “Bumping Up Against Drilling”
We caught up on takeaways from a few more frac earnings calls 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 are new to Infill Thinking, or …
Read More »Texas Local Sand Spot Prices Fall To New Lows In November [Data Alert]
In this data driven post, we discuss frac sand price trends… 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, …
Read More »Frac Sand Scattershooting – Wet Sand Trimulfracs, Sand Consumer Report, and Free Water With Damp Sand…
In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch that are deserving of a quick mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »What’s Left In The E&P Spending Tank For 4Q23? [Data Alert]
In this data driven post, we discuss the bottoming trends in shale activity. 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 Things To Talk About Next Week In San Antonio At The Biggest Sand Event Of The Year
We look forward to meeting up with industry friends next week in San Antonio for the biggest sand event of the year hosted by our friends at the Petroleum Connection. Here’s some things we look forward to catching up with industry friends about… There’s a lot more to this story… …
Read More »Oilfield Water Drops From Earnings Season So Far… Consolidation, Reuse, & Volume Growth
Takeaways from Public Companies on a key flow assurance issue creating a booming sub-sector in shale. 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 »US Silica’s Market Outlook
US Silica provided their outlook this morning and here’s what we took away… 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 »ProPetro’s 4Q Warning And Low 2024 Growth Frac Outlook
From ProPetro this week, we heard … 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 …
Read More »Permian Water Paradigm Shifting [5 Takeaways From Houston Conference]
We had a great experience at this week’s oilfield water connection conference in houston. Here are 5 takeaways… 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 »Atlas Shares Sand Market Outlook
Sand market takeaways we learned from the 3Q Atlas earnings report… 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, …
Read More »How Many Wellsites Might Be Using Damp Pile Systems By Early 2024?
A new approach to wellsite storage gained traction this year. Here we consider how many units could be up and running next 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 »Permian Wet Sand Capacity Really Ramped Up Over The Past 12 Months [chart of the day]
Data driven context for damp sand. 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 …
Read More »Chevron Points To Some Familiar Culprits In Permian Production Slip
Chevron’s earnings this morning reminded us that two challenges we’ve written a TON about here at Infill Thinking are not dead. 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 »Permian Frac Sand Nameplate Capacity Edges Above A Big Milestone [Data Alert]
A new milestone for the supply stack in the Permian that was unimaginable when we wrote about the very first local sand plant back in 2017 in this piece: A Frac Sand Mine Lands In The Permian. This Could Transform The Competitive Sandscape. Back then… There’s a lot more to …
Read More »Spot Exposure Comes Back To Bite In Frac
Catch up on the key points in pressure pumping… 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 »Halliburton’s Frac Outlook
The company’s earnings report and call today suggested… 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 »Slurrying Sand To Stateline Frac Pads? Another New Permian Sand Entrant To Watch…
What’s the latest entrant in Permian sand mining up to? Something new? 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 to Infill Thinking, or your …
Read More »Thinking About OFS Implications In Another E&P Mega Deal
Context on what the latest E&P megadeal could mean for OFS… 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, …
Read More »Join Us In Houston & The Hill Country For Talk About Water And Sand Over In The Coming Weeks?
Houston – November 2nd – our research team is speaking at the biggest executive event in oilfield water management of 2H23. 5th Annual Oilfield Water Industry Update ~200 senior decision makers from oilfield water (strong participation from C-suites and E&P execs) 2024 outlook will be in focus in this critical …
Read More »Liberty’s “Boring” Frac Outlook
This week, Liberty talked quite a bit about.. 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 …
Read More »3Q Sand Plant Activity Data Lines Up Nicely With Our Completions Estimate [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 »Small / Private E&P Rig Count Flattening Out [chart of the day]
Data driven context for rig count outlook… 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 …
Read More »Earnings Season Preview: 5 Key OFS Themes To Watch As Reports Begin Tomorrow…
We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 »Meet K2 Sands – A Chat With The Wellsite Pile Pioneers Now Rolling The New Storage Approach Out At Scale
An in-depth, behind the scenes look at a new brand coming to market under an established logistics umbrella to innovate in the wellsite storage 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 …
Read More »Sand Stats – Proppant Usage Context For The Permian MegaDeal
Supply chain data in the XOM / PXD M&A deal. 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 »XOM / PXD Value = 1/4th Of All Shale E&P Consolidation For Past 6 Years! [Chart Of The Day]
Refreshing our upstream consolidation monitor after XOM/PXD, a few thing stand out… 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 »This Is One The Few Times That A Big E&P M&A Deal Has Some Things To Like For OFS
More data-driven context for OFS implications in the XOM / PXD M&A deal now that it’s official. 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 »Without A Deal (Or A Denial) Yet, We Take A Look At D&C Fleets For XOM and PXD Over Time
More data-driven context for a possible XOM / PXD M&A deal… 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, …
Read More »As Boxes & Silos Turn 10 Years Old, A Look At Wellsite Storage System Trends [Data Alert]
Earlier today, we updated our Wellsite Storage system count file for data clients (download link). As a key takeaway… 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 »Quick Thoughts On OFS If XTO Buys Pioneer
Quick thoughts on OFS implications in a XOM / PXD M&A deal… 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 »OFS Recovery Prediction, New Sand Records Expected, And The 2 Biggest Risks To OFS [Data Alert]
Quick hit from our big data update this week on D&C trends and forecasts… 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 …
Read More »Sierra Is Stacking Sand To The Moon, Ready For The Next Haynesville Wave…
We caught up with a sand producing management team for an update on their Haynesville plant and some fresh takes on this regional E&P 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 …
Read More »Shale Frac Crews Hitting Bottom Now? [Chart Of The Day]
Going through our D&C model this week, something that jumps out is… 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 »ProFrac Studies Sand Spinoff
ProFrac has built up a big business in sand. What they do next could get interesting… 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 »Rail Cars Are Becoming A Cost Factor To Watch In The Frac Supply Chain
Cost deflation has been a theme in the drilling and completions market this year, but one aspect of the frac supply chain is bucking the trend. 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 …
Read More »Infill Thinking’s Top 15 3Q23 Updates During A Quarter When OFS Sentiment Did A 180° On The Macro
By The Numbers – Membership Resources Provided During 3Q23 In the 90 days ending September 30, 2023, the Infill Thinking research team: published 65 independent research updates, emailed 22 original Infill Thoughts newsletters to active members, conducted a survey on sand quality(see results) conducted an Eagle Ford field trip to …
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