News of another Permian frac sand plant is starting to make the rounds this week. We had a chance to catch up with the company’s president by phone to hear exclusive details about the growth plans. There’s a lot more to this story… Login to see the full update… To …
Read More »Land Drilling Market Share At The 2018 Starting Gun
In this update we take a look at market share among the leading land drilling contractors. Starting with winners and losers from 2017, we then look at present share and future market share strategies for the group. In what may be a flattish rig count environment in 2018, the …
Read More »Mapping The Dunes – 6 West Texas Frac Sand Plant Maps [PDF Download]
After recent requests from subscribers, we’ve refreshed several different looks at the West Texas frac sand scene. Subscribers are able to download maps in pdf form. 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 …
Read More »Sand & Water Dual-Threat, Icy Permian, Atlas Funded, Rail Snafu, Snow Bomb Dud, And Other Interesting Datapoints To Start Your Year Off Right…
Well, the new year isn’t wasting any time pushing a steady stream of oilfield datapoints across our desk. Although we could easily write a full update on each of these, some of these items fall outside our typical research update scope. So we bundled the quick hits that we found …
Read More »$3.5 Billion Per Year. That’s How Much Cash Permian Dune Sand Could Save The US E&P Industry [Economic Impact Study]
A year from now, 20 new Permian frac sand mines could be operational if all build-out plans unfold as expected. Many risks linger in this story, particularly surety of supply at the wellhead and downhole performance. But let’s imagine for a moment a future world where the West Texas frac sand …
Read More »Don’t Read Too Much Into The Permian Rig Count Trajectory Lag. It Is Not A Sign Of Animal Spirit Inflection
We have seen some recent market commentary interpreting a lackluster Permian rig count response to the 4Q17 oil price rally as evidence of a change in E&P behavior or appetite for Permian development. We do not believe this interpretation is accurate. In this update, see what we believe are the real …
Read More »OneStim Is Just BlueStim Now – Weatherford/Schlumberger JV Breaks Up, Replaced With Outright Pressure Pumping Sale
The OneStim JV between Schlumberger and Weatherford contemplated in March of 2017 has broken apart. Instead, Weatherford sold off its idled pressure pumping business to Schlumberger. What does this mean for the players and the market? We have some thoughts here… There’s a lot more to this story… Login to …
Read More »Revisiting Silicosis Prevention Resources After The 2017 Permian Frac Sand Rush [Guest Post]
The explosion of new industrial (silica) sand mining and processing operations in west Texas suggests the need for a review of one of the oldest known occupational diseases, silicosis, and the strategies that sand mining and processing operations can adopt to prevent the development of silicosis among their respective employees. …
Read More »Twenty Questions Set The Tone For The 2018 US Oilfield Service Marketplace
We believe the following 20 questions encapsulate the transcendent themes facing the US oilfield service market during 2018. These are not in any particular order. We have included plenty of context and background for each question, but we stopped short of answering them. As the new year begins, so much can still …
Read More »‘Twas The Frac Before Christmas
Infill Thinking Holiday Cheer For Christmas 2017: http://www.infillthinking.com/wp-content/uploads/2017/12/Twas-the-Frac-Before-Christmas.mp3 Lyrics: ‘Twas the frac before Christmas, when all around the well Not a frac hand was stirring, or even a DSL; The frac sand was late, stored at transload with care, In hopes that a pneumatic trailer soon would be there. The …
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Infill Thinking Lifting the O&G knowledge curve