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 …

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 …

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 …

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. …

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 …

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 …

On Wednesday afternoon this week, we had a chance to touch base with ProFrac executives to learn about their ambitious 2018 growth plan. Infill Thinking spoke by phone with Ladd Wilks and Matt Wilks – Chief Executive Officer and Chief Financial Officer of ProFrac, respectively. Here’s what we learned… There’s a …

This year, we’ve found it helpful to keep an eye on the frac spread count (FSC) maintained by Primary Vision, Inc. So we called our friend Matt Johnson, a principal at the data firm that maintains the FSC, to learn more about how this metric came to be and the methodology behind …

Subscribers will relive a lively year of action by seeing the top research updates Infill Thinking published this year. We also revisit the amazing guest posts shared by 21 contributing subscribers this year. Our readers are the smartest in the business! There’s a lot more to this story… Login to …

Just a heads up that a new thread has been started by William Edwards over in the Infill Thinking discussion forum. In the thread, William thinks about how a recent change in the Cushing WTI specs will impact Canadian prices and ultimately world crude oil prices. Spoiler alert – it’s not …