Latest Thoughts

Digesting The First Water Midstream Pure Play IPO Filing

We analyze a huge deal in water midstream. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories …

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4 Things We CLARIFIED In Grapevine This Week…

This week, we participated in the 10th Annual Petroleum Connection Frac Supply & Logistics Conference in Grapevine Texas. In a related update this moring, we highlighted some new things we learned at the event. The focus of the following key takeaways is on market observations we thought we knew about …

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5 Things We LEARNED In Grapevine This Week…

This week, Grapevine Texas is the epicenter of the frac sand industry as about 300 completions industry insiders have gathered for the 10th Annual Petroleum Connection Frac Supply & Logistics Conference. They came for the great content and networking. They stayed for the seafood tower (crab claws anyone?), sushi at …

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US Sand Demand: Nat Gas vs. Crude Oil Split [Chart Of The Day]

How will higher gas prices translate to frac sand demand? Important context here… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and …

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Shots Fired In E-Frac World [Friday Fun]

Halliburton held a webcast during the Barclays investor conference this week, and we analyzed the finer points around ESG-fleets here. During our viewing, we kept getting distracted by the captivating… Login to see the full update… To read this update and receive our research newsletters, you must be a member. …

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HAL Hot Takes On ESG Frac Fleets

This week, Halliburton talked about something we’ve been doing a lot of work on lately: ESG fleet trends. Here’s the key points and the key pieces from our archive to add context… Login to see the full update… To read this update and receive our research newsletters, you must be …

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Comparing Basin By Basin Local Sand Activity Trends [Chart Of The Day]

How is local sand activity faring regionally? Find out here… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles …

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A First Look At 2023 D&C Activity Expectations

Leveraging work done by the data science team at Lium, we share a peek ahead at 2023 base case shale activity expectations for spending, frac and rigs. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

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The Top 10 Busiest Frac Sand Mines In The United States Of America

Who’s plant is the busiest plant? We ran the numbers and… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New …

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More Upside Lies Ahead For Permian Drilling Activity

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

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Another Catalyst For More Belly Dumps In The Sand Patch?

Another reason for belly-dumps to spread is explored in this post… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New …

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22% Market Share In 2022? [Simulfrac Series]

How much penetration could simulfracs get in the next couple years? Here’s the logic on setting sights on a target for 2023… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current …

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Meet The E&Ps [Simulfrac Series]

Our simulfrac series returns today (the 8 previous installments in this series are listed at the end of this report)… More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking Down The Next Big Step In Shale’s Efficiency …

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Rigging Up To Fend Off DUC Decline

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

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What’s Left In The Tank For E&P Capex In 2H21?

The oilfield service addressable market is defined by E&P capex budgets. Get data-driven insights on what that means for the rest of 2021 here… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …

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Eagle Ford Local Mines Getting Busier [Chart Of The Day]

A data-driven look at operating activity trends for the South Texas local frac sand mining industry. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters …

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This Week’s Pressure Pumper Outlook Roundup

This week’s pumping commentary analysis Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only find …

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The Most Important Things E&Ps Said Last Week…

E&P earnings season is underway. Over the past few days, we’ve… One Key Underlying Theme: Public E&Ps are… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive …

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US Silica’s Latest Frac Sand Market Outlook

US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

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