The Wall Street Journal knows how to title a hit piece. After their article saying EnerVest is worthless, the company is scrambling to reassure its fearful supply chain. See who works for the operator and read EnerVest’s crisis management response in this update. There’s a lot more to this story… …

We take a look at drilling permit demand in the hottest oilfield in the world. What does it mean for what comes next? Also, our regular weekly tables and charts derived by applying a little infill thinking and elbow grease to Baker Hughes rig count data. There’s a lot more …

Staffing up the new Permian frac sand mines is a challenge we first wrote about back in May. Lately, we’ve heard and seen more sand producers highlighting the issue as a barrier to entry (example). In this update, we share the latest on who’s hiring, how they are doing it, …

On Monday, we learned that a UK frac equipment manufacturer is outperforming. Learn why and what it means for the US frac equipment supply chain in this update. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Last week, we published a current snapshot of the Permian Basin sand picture which subscribers can download in excel. This is an accurate snapshot of “known” future in-basin mines; however, we encourage readers to remain vigilant and not get too comfortable with any analyst’s estimates of planned in-basin capacity just yet. …

There’s a new discussion topic posted in the Thinking Aloud forum. Most of our focus at InfillThinking.com this year has been on the Lower 48. That’s because most everything else is flat to down. With the oil price outlook under pressure and only the US tight oil plays growing, it’s time …

Despite the potentially wide ranging impact on industry activities next year, the lizard’s crawl back into the spotlight has been accompanied by very little fanfare. Outside of a few plugged-in Permian E&P leaders and some of the more cerebral in-basin sand producers, we don’t believe this topic has gotten the …

The Permian frac sand mine story has been moving at light speed. During conversations with several readers this week, we simply paused and marveled at the pace of newsflow in this trend. Even for those of us that keep up with the story very closely, reference points can quickly become …

Record setting STACK well results announced by Devon on Tuesday morning bode well for what the operator has planned next – a transition to full field, multi-zone manufacturing starting at a nearby location. We share our cliff notes on Devon’s pivotal Showboat project, which spuds imminently. There’s a lot more …

While the majors talk capex in terms of multi-year programs, the Independents that drive the Lower 48 drilling & completion markets are usually reticent to discuss specific year-ahead capex details until budget season (late-4Q / early 1Q). Last week an Independent talked specifics on their 2018 development plan – one …