Infill Thinking Lifting the O&G knowledge curve

What to expect in rig count going forward? 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 membership has expired, please …

For all of 2022, we wrote at Infill Thinking about how net pricing in frac services had been going up. Is now when that changes? 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 couple weeks ago on their earnings call, ProFrac said something important that may have been missed amidst the deluge of datapoints with their earnings release… so we wanted to linger on it here and feather in a little additional color from our sand mine data. There’s a lot more …

A data-driven look at capacity trends for the West Texas local frac sand mining industry. 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 …

We discuss how aggressively E&Ps will be as it pertains to developing their tight oil inventory in this piece… 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 …

This week, we had a chance to catch up with the owners of a Texas regional frac sand plant that is currently being marketed for sale, which gave us an insider’s view of their operations. There’s a lot more to this story… Login to see the full update…  To read …

What to expect in rig count going forward? 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 membership has expired, please …

Thoughts on frac stock price performance… 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 …

We caught up with the newest name in the local frac sand game. 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 …

We digested new datapoints from ProFrac this morning… 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 …

A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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, …

We offer Infill Thinking members some valuable context around recent mobile-mini frac sand plant headlines. 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 …

Amid recent volatility, our data team stress tested our predictive models and we share some insights on downside scenarios here… 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 …

A quick follow up on the tightness we wrote about earlier 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 your membership …

This week, we have an update on supply/demand equilibrium in a key part of the 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 …

In about two months, on May 17-18 at the Ft Worth Convention Center, US oil industry leaders and investors will gather to discuss oilfield water’s evolving business model, market structure, and the latest commercial trends. Chris Wright, CEO of Liberty Energy, is delivering the opening keynote on the future of …

How much sand are E&Ps are putting downhole in their wells? We take a look at hard independently formulated data showing that Permian completions engineers are increasing loadings on average. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

We caught up with the management team of a fast growing last mile service provider making a fresh strategic push into the last mile category in frac. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

OCTG was one of the AFE line items that ran the hottest on 2022 inflation. What’s the trend / expectations as 2023 begins? We discuss here… 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 …

Since giving our members the heads up about this new frac sand capacity in S TX several times since December, we connected with management to learn directly from them about the project and what else they’ve got in the works… and there’s quite a bit cooking here… There’s a lot …

This is a developing story… 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 …

We take a look at the latest datapoints in the gas crash’s impact on oilfield 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, …

Thoughts on the importance of certain customers to certain OFS 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 you are new to Infill Thinking, or your membership has expired, …

Ever wonder what the actual capex, cash operating cost, sales price at the mine-gate, volume forecast, etc. looked like for one of the nation’s biggest frac sand mines? Wonder no more, constant readers, wonder no more…. There’s a lot more to this story… Login to see the full update…  To …

Thoughts on E&P spending for 2023… 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 …

This is a developing story… 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 …

In this update, you’ll find key takeaways from the company’s earnings call that are relevant to the broader frac supply chain marketplace. 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 …

4Q earnings seasons always drag on forever, but last week was the exciting part for oilfield observers. 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 …

What’s new in the nat gas crash? Who’s working 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 …

What firm just had a big leadership change and who took over? 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 …

US Silica provided their first outlook commentary given in 2023 this morning. Here are 7 key points… 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 bullet point roundup of miscellaneous odds and ends in the frac sand world 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, …

One of the biggest Permian land owners talks about plans for four new in-field wet sand mines and expects to begin operations 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 …

What’s new in the nat gas crash? 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 …

In the future, we’ll likely look back upon 2023 as the key inflection point in the e-frac 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 be a member. If you are new to …

A year ago, a public sand company bought an idle mine after its owner restructured from bankruptcy. Here’s the latest on what they are doing with 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 …

4Q earnings seasons always drag on forever, but we are almost to the exciting part for oilfield observers. 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 …

What’s the latest on that new local sand mine up in the Marcellus/Utica that opened in late-2021? In this update, 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 …

4Q earnings seasons always drag on forever, but we are almost to the exciting part for oilfield observers. 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 …

We have visual confirmation that a new Scorpion system has deployed in the Haynesville and is now working on a bundled Liberty frac crew acquired in the One-Stim transaction… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

The tip of the spear in shale gas drilling is (Private E&Ps drilling) is clearly pointing lower now. 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 …

We discuss a large pumper’s growth plans… 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 …

Widely relied upon public data is causing a false sense of security about the resilience of shale gas 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 …

We recently had a chance to visit a MidCon frac job to see a brand new last mile logistics solution in action. We share what we saw, photos, and analysis on market implications. There’s a lot more to this story… Login to see the full update…  To read this update …

New details on a new frac startup company after catching up with management… 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 …

New details on a privately-held last mile logistics solution in the 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 …

The Atlas Energy Solutions S-1 filing is the gift that keeps giving… information that is… here we share more takeaways as we continue to peruse the document. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

The Atlas Energy Solutions S-1 filing is the gift that keeps giving… information that is… here we share more takeaways as we continue to peruse the document. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

Today we have prepared the following bullet point summary to update members on the Texas frac market following this week’s winter weather event in the southwest. 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 …

Earlier today, we updated our Wellsite Storage system count file for data clients (download link). As a key takeaway, our estimated count for…. 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. …