In addition to the deeper Infill Thinking research updates published this week, three quick hits crossed our desk that are worthy of comment… 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 Brief History Of Time: Data Science In Energy Edition [Friday Guest Post]
Guest Contributor Introduction From Joseph Triepke: A couple months ago, an Infill Thinking subscriber from a large oilfield service firm gave me the heads up on something exciting happening in Houston. He told me about a group called Houston Energy Data Science, or HEDS for short. HEDS is a relatively new …
Read More »Frac Hit Fear Index And Parent/Child Interference In The Tight Oil Narrative
We devote a lot of bandwith to the most pressing concerns facing tight oil development here at Infill Thinking. In the long-run, other constraints rise on the horizon. These are the big picture sustainability sort of questions for tight oil development. In this post, we list these big picture issues …
Read More »The Eagle Ford Could Be Fully Supplied By Local Sand Soon
If new Eagle Ford frac sand producers execute on the plans we’ve uncovered, then South Texas completions activity could be fully supplied with local proppant in the near future. That’s what the summation of our research suggests. In this report you’ll find a detailed data driven accounting of what we …
Read More »Meet The Next Big Eagle Ford In-Basin Frac Sand Player [Exclusive Conversation With Management]
We have the very latest on another new Eagle Ford frac sand mine after an exclusive conversation with the team backing the project this morning. This sand story is moving fast folks, and Infill Thinking is the original source of real-time coverage on the latest developments in the in-basin saga. …
Read More »Elephant In The Room: Where’s The Sense Of Urgency Around The New OSHA Regs? [New Discussion Thread]
There’s a new thread over in our members-only discussion forum. In it are observations on the new OSHA respirable crystalline silica regs that kick in just three months from now. We have some theories on why this critical issue isn’t yet getting the attention it deserves. It’s a much bigger …
Read More »A Coal Company’s Frac Sand Entrance Makes In-Basin Sourcing A Reality On Yet Another New Frontier
The tentacles of in-basin frac sand exploration continue to extend and expand, wrapping new basins up in the plans of more new entrants. We review the latest development in the in-basin frac sand trend, which has drawn in yet another new entrant, this time on a new frontier where we’ve …
Read More »Activity Upside Is In The Cards For Eagle Ford Shale Drilling
In this week’s weekly drilling rig count update, we take a closer look at Eagle Ford permitting trends. In addition, we are preparing for an upcoming Eagle Ford Shale market intelligence gathering trip. The early-April trip itinerary is taking shape and will include the following stops: There’s a lot more to …
Read More »A Permian Plant Is Not In Smart Sand’s 2018 Budget, But A Last Mile Solution Is…
Smart Sand’s 2018 budget is $85-$95mm. $71mm of that is spoken for with their Oakdale plant expansion, efficiency enhancements and routine maintenance. The $19mm remainder (at the midpoint) is where things get interesting… Will they go with boxes or silos? We think we have the answer… There’s a lot more …
Read More »The Effects Of Micromanagement On Frac Job Safety [Friday Guest Post]
These days when we ask C-level executives what keeps them up at night, labor is always at the tip of tongue. Recruiting and hiring are tough problems right now, for there are not enough experienced hands to staff all the equipment going to work this year. In this post a …
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