Halliburton’s conference call this week echoed research presented in Infill Thinking’s recent stream on completions trends around pricing, materials and logistics… 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 »Everything You Could Possibly Want To Know About A Top Five NWS Plant
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 …
Read More »Eagle Ford Sand Buyers Face More “Pain At The Gate”
Today we follow up on a series of recent reports on Eagle Ford sand market chaos (including this one from mid-March and this one from early-April) with the latest crazy datapoints… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »2nd Biggest One-Week Rig Pop Post-Covid
What to expect in rig count and DUCs 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 …
Read More »Stagnant Sand Pumped Per Crew Day Exacerbates Well Cost Inflation Pain [Chart Of The Day]
Frac efficiency has stagnated over the past several quarters…. 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 »7 Horsemen Of Peak(ing) Sand [Friday Fun]
A little Friday fun to make you smile before the week is 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 …
Read More »More Damp Sand In Permian As Producers Work With What They’ve Got
In a separate report this morning, we wrote about the conservative approach that local sand producers in the Permian are taking in response to strong market signals. In that report we mentioned two key trends in the supply base and here we discuss an example of both… There’s a lot …
Read More »Conservative Permian Frac Sand Producer Behavior Suggests The Market Stays “Higher For Longer”
In the Permian Basin, frac sand production capacity growth has been… 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 »The Eagle Ford Sand Situation Is Getting Worse Before It Gets Better
About three weeks ago, we penned this report on the challenges of finding sand in the Eagle Ford shale, a basin that is near the top of the U.S. shale plays for drilling activity increases so far this year. Here’s what’s new… There’s a lot more to this story… Login …
Read More »3 Boxes. 1 Trailer. 5 Miles.
An innovation in last mile logistics for frac sand comes to light 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 …
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Infill Thinking Lifting the O&G knowledge curve