This week in Houston, we attended and participated in the sold-out frac sand and logistics conference. As usual, Pete Cook and his team at Petroleum Connection did a tremendous job organizing this event. As is often the case at these events, some of the most interesting datapoints we heard sprung …
Read More »Reaction To The Most Controversial Frac Sand Presentation This Week
This week, Covia advanced an argument they have been making on the speaker circuit for several months now, urging customers to use NWS rather than succumbing to the cost savings temptation of local sand. They also introduced a new argument questioning a well performance metric that we’ve never seen challenged before …
Read More »E&P Budget Revision Risk Bites
This week, a negative revision risk we’ve been highlighting surfaced in the form of a swing from growth to contraction. After digesting, we zoom out to look at US spending trends as a whole. There’s a lot more to this story… Login to see the full update… To read this …
Read More »Improving Oil Price May Slow The Pace Of Drilling Rig Releases In 1Q19
In our weekly rig count update this week, we digest a 2019 outlook from a leading land drilling contractor. 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 »Railing Local Sand Within Basin – We Continue Along This Train Of Thought
A couple weeks ago, we broke in with exclusive details on the first ever intra-basin rail movements of locally-mined Permian frac sand. In this post we take the analysis a step further as our prior reporting has triggered exploratory interest from many of our readers. There’s a lot more to …
Read More »Micro Proppant, HHP Orders, Direct Sourcing Details, Deflation, Majors In Shale, and Other Interesting Market Intel Tidbits This Week [Top 10 List]
Check out a top ten list of the latest market intel tidbits we rounded up 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 …
Read More »“Execution” Is Taking The Hand-Off From “Imagineering” In Completions Logistics [Last Mile Panel Preview]
Infill Thinking will participate in the Petroleum Connection’s sold-out Frac Sand Industry Update conference in Houston on February 6. Our founder, Joseph Triepke, will moderate the last mile & logistics panel at the event. Here is a preview of what’s on our mind headed into this discussion… There’s a lot more …
Read More »Heart Of Texas Railroad May Be Collateral Damage From The Brady Brown Shut Downs
The future of a piece of short line track has been jeopardized by the switch to local 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 …
Read More »1st Member Meetup Of 2019 In Houston 2/5/19
Well over 100 Infill Thinking members turned out for our various member meet-ups in 2018, which were enjoyed by all. We are looking forward to seeing you at our events around the oilpatch throughout 2019. Login to get the details on our first gathering of the year… There’s a lot …
Read More »In Other News… Outback Rumors, Polar Vortex, New Boxes?, WTX Toll Road Idea, +1 Unbundled E&P, B-Train Feedback, Blend & Extend, & More…
Eight quick hits crossed our desk early this week that are too important to ignore but didn’t quite warrant a full post. So here’s eight for the price of one! You’ll find all eight datapoints rounded up in this quick catch-all post below. There’s a lot more to this story… …
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Infill Thinking Lifting the O&G knowledge curve