This is a developing story, check back for updates… 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 »Joining The Greenfield Band: In-Basin Sand Has Recruited More Basins [Chart Of The Day]
The Permian is the epicenter of the in-basin frac sand trend. Local sand sourcing is a trend that will be on display in full force in Ft Worth this week as upstream executives gather to talk all things Permian. But the magnitude of the trend’s reach into other geo-markets is …
Read More »10 Talking Points Sure To Surface Over Coffee & Cocktails In Fort Worth This Week
Many of our subscribers have descended upon Fort Worth this week for the large Permian Basin executive confab going on there. We’ve prepared the following “cheat sheet” of talking points in advance of the event. We tried to go a layer deeper than the agenda in this exercise, focusing on …
Read More »Three Rig Contractors Drill More Than Half The Laterals You Frac [Charts]
In this week’s rig count update we take a look at who is drilling wells in the US with a market share pie chart and the trend over time. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Operators Concentrate On Cycle Times As Some Zipper Fracs Save Over A Million Bucks Per Well
2018 is the year of the zipper frac. Reducing completion cycle times is a key overriding theme in shale. Zipper frac are expanding both in use and definition. Check out how this trend is impacting completion programs in this update. There’s a lot more to this story… Login to see …
Read More »In-Basin Mines To Supply 75% Of Permian Basin Proppant Demand Next Year [Chart Of The Day]
Following up on our plant-by-plant review of Permian Basin frac sand production last week, we’ve also updated our estimates for the play’s frac sand demand broken down by supply source. In this update, you’ll see the chart and a bullet point list of our latest thoughts as we look at …
Read More »Mark Papa Says Shale Pundit Projections Fail To Account For Parent-Child Well Issues [Frac Hit Fear Index Update]
If you came for Mark’s quote, it’s further down along with other recent operator remarks on frac hits and parent-child well production impacts. First, a brief word on the industry’s general tone on parent-child wells and what it means for oilfield service companies after digesting a large batch of recent …
Read More »How Important Is The Battle For Mind Share In Oilfield Services, And More Specifically In Sand And Logistics? [New Discussion Forum Thread]
There is a new discussion topic over in our members-only Thinking Aloud forum. In it we discuss the importance of branding, marketing, and the mind share battle in oilfield services. In frac sand and logistics, this has been an afterthought in the past. But now a confluence of new factors …
Read More »Permian In-Basin Sand Production Blossoms In May 2018. Here Are Plant-By-Plant Updates
Six weeks ago, we assessed Permian in-basin frac sand production at an annualized rate of 15mmtpa coming from 7 operational facilities. This week, we updated our assessment, finding that local sand production has increased significantly in the past six weeks. In fact, daily local proppant availability is up X%, with the …
Read More »Differentials Be Darned. Permian Permits Pick-Up Anyway
Each week we cover a topical US weekly drilling trend, and provide in-depth analysis of the rig count and frac spread count. Here is this week’s installment… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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