There’s always a risk of reading too much between the lines when analyzing executive comments. But the use of the word “first” to describe an in-basin mine in a recent investor presentation could have big implications. Does it foreshadow some in-basin capacity consolidation? There’s a lot more to this story… …
Read More »Red Card. A Look At The First Half DUC Build By Basin
Continuing our World Cup / drilling analogy theme from last week, in this week’s rig count update we take a look at the trend in drilled wells that have been suspended from the completions “field of play.” There’s a lot more to this story… Login to see the full update… To …
Read More »What People Cared About In 2Q18 [Member Update & Top 10 Stories]
2Q18 was active in the field. Our research desk was hopping too. Infill Thinking published 99 updates, shipped 25 subscriber newsletters, and hosted 2 in-person reader meet-ups during the past quarter. You’ve got some fast growing company here. Our membership hit a new record high during 2Q18, growing by 19% …
Read More »It’s Halftime. Here’s The Scorecard In The Lower 48 Rig Market Year-To-Date
2018 is halfway in the books. In the first half of the year, the US unconventional rig count increased 105 rigs to 827, a 15% increase. In the second half, “Bench Basins” are going to have to step up due to takeaway injuries suffered by this game’s superstar. There’s a …
Read More »Shifting Sands: MidCon Last Mile Implications As STACK/SCOOP Proppant Procurement Evolves [Guest Post]
A team of last mile specialists breaks down the MidCon sand procurement scene, digging deep into well, transload, and mine data to determine mileage differentials as procurement shifts to local sands. Don’t miss this chart and map… There’s a lot more to this story… Login to see the full update… …
Read More »The Wait Is Over. New Lines Have Been Drawn In The West Texas Sand [2018 DSL Map Analysis And PDF]
As discussed in this Infill Thinking update four months ago, the Texas Comptrollers Office is in the process of re-writing the Texas Conservation Plan for the DSL – a key step in light of the recent petition to list the species as endangered filed by two private environmental groups. The old “Hibbits …
Read More »Scoop: Regulators Halt Mid-Con Sand Plant Construction As OK Permitting Proves Tougher Than TX
In the Permian Basin, frac sand mines took off with very little permitting friction. In fact, if you take the dunes sagebrush lizard out of the conversation, we actually can’t recall a single headline about regulatory hurdles slowing down project. Will the same be true as the Mid-Con mining story …
Read More »Who Is Forenergy, And What Do They Have Going On In The Mid-Con?
After publishing our Mid-Con in-basin sand plant map PDF a couple weeks ago, some readers have been asking the question: who is Forenergy? Searches on InfillThinking.com for the company have picked up as well. So we talked with the founder and CEO to get you some answers. There’s a lot …
Read More »Blockchain Arrives In The Oilfield Supply Chain, Surfacing In Offshore Drilling First
Back in January 2018, we discussed some of blockchain’s potential applications in the oilfield supply chain. This morning, Diamond Offshore announced the first application of blockchain technology in offshore drilling. Diamond’s new blockchain features include some of the same possibilities we imagined five months ago. There’s a lot more to this story… …
Read More »For The Permian Rig Count, Flat Is The New Up. Calling The Temporary Top
It seems odd to make the following statement right after a bullish OPEC meeting that sent WTI surging 5% higher on Friday: We believe that the Permian Basin rig count has very likely… There’s a lot more to this story… Login to see the full update… To read this update …
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