In our latest round of channel checks, we continue to hear more E&Ps direct sourcing and more openness among pressure pumpers to allow E&Ps to sand their own frac jobs. That said, some pumpers are still working hard to challenge the narrative. The customer is always right, so here’s what …
Read More »New Pressure Pumping Points In An Old Narrative
As oilfield service earnings season winds down, the 1H19 pressure pumping narrative is now pretty well established. Here’s what we heard this week that’s a little bit different and off the beaten path… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »“Propveyor” – Plans For A New Permian Sand Midstream Solution Unveiled Thursday [Exclusive]
Infill Thinking learned about a new midstream concept for Permian Basin frac sand logistics that was later discussed publicly for the first time. 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 »A Potential Clue About SandBox’s Next Move. And If This Is Their Next Vertical… It’s A Hot One
We found a hint about what SandBox might be up to next – recall that the company alluded to entering other verticals this year during their recent earnings conference call, which we live-blogged here. There’s a lot more to this story… Login to see the full update… To read this …
Read More »Keane Idles Three Spreads While Pushing A New “Whisper Fleet” For The DJ Basin [Live Blog…]
We live-blogged the most important comments with oilfield marketplace implications from the Keane conference call 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 …
Read More »With The Brakes “Full On” In Canada, Drilling Rig Migration Into The Lower 48 Is Worth Monitoring This Year
In our regular weekly update this week we take a look at a potential capacity injection from the north. 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 »A Chat With The Management Team Behind Another New Texas Greenfield Proppant Project [Exclusive]
After seeing a social media post about another Texas frac sand startup, we were able to contact management to learn a whole lot more about the newest kid on the sand block. Check out our exclusive here… There’s a lot more to this story… Login to see the full update… …
Read More »A Dozen Firsthand Observations From The Dune Sand Production Corridor [Permian Perspective Part 2]
Our series of takeaways from a week invested in the Permian Basin gathering firsthand intel continues with this update. 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 »Our Dallas Members-Only Meetup
About 50 Infill Thinking members came out for our first meet-up of 2019 in Houston in early February. It was a great time. Now we have two more exciting member networking events on the schedule: Permian and Dallas! Login to get the details… There’s a lot more to this story… …
Read More »US E&P Budgets Sink Sharply Into The Red, But Devon’s Delaware Plan Is A Bright Spot
Over the past several days, E&P capex budget news has been categorically negative. Some of the biggest cuts we’ve seen yet have been announced while other E&Ps have cut back their preliminary 2019 spending guidance. Check out the latest budgets and totals we are are tracking here… There’s a lot …
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