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 …
Read More »Free Thinking
Will The Change In The NYMEX WTI Spec Shut In Canadian Crude? [New Post In Our Thinking Aloud Forum]
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 …
Read More »Founder’s Welcome To Our 1st & Only Sponsor: Westward Environmental
2017 was Infill Thinking’s first full year in business. Readership growth this year has far exceeded my initial expectations, and the Infill Thinking team is honored and grateful to have earned your trust in our market intel. This year, we turned down multiple requests from oilfield companies interested in advertising …
Read More »In-Basin Adversary: 40mph Gusts In Kermit/Monahans Just Tested Sand Stockpiles
High winds ripped through the West Texas dune strip during the past couple days, reminding us of fugitive dust and inventory erosion risks. West Texas poses a unique environmental challenge that the frac sand mining industry has never had to deal with at scale before. We believe wind will be …
Read More »Are West Texas Producers Unnecessarily Taking A $5/Barrel Hickey?
There’s a new reader-submitted post in our thinking aloud forum, please visit the thread here to read and discuss how (and potentially why) the oil price rally is masking some important disconnects. Emerging discounts are impacting tight oil producers who sell product based of WTI benchmarks, but it may not …
Read More »The Top 10 Infill Thinking Stories Of 3Q17 & A Word About Independence
3Q17 Highlights We shipped 27 newsletters during the third quarter. Our open rate averaged 60%. Based on analysis conducted by our email service provider, e-newsletters in our category average an open rate of 15-25%. Here is the newsletter that readers found the most intriguing: 2 New Permian Mines, M&A Mistake, …
Read More »Hurricane Harvey’s Impact On Upstream Onshore Activity [New Discussion Topic]
Over in our Thinking Aloud Forum, there is a new discussion topic on Hurricane Harvey’s onshore upstream impact. Most of the attention in the wake of the storm will focus on downstream, commodity prices, and offshore impacts. In the thread we provide a list of useful references on these areas …
Read More »In The News & On The Road…
In The News: Marfa Public Radio Interview Infill Thinking founder Joseph Triepke was recently interviewed by Marfa Public Radio for a feature piece on the West Texas frac sand mining rush. The piece was published on Monday August 14, 2017. Listen below, or check out the full piece here. https://www.infillthinking.com/wp-content/uploads/2017/08/FRAC-SAND-feature-generic-final-WEB.mp3 …
Read More »Is It Just Us Or Is The Tide Starting To Turn For Offshore Drilling? [Discussion Topic]
There is a new discussion topic over in our Thinking Aloud forum this morning It revolves around the apparent return of some optimism in the offshore drilling sector, particularly deepwater. Is this compressed business finally on the verge of a turn or is it still too early to be cautiously …
Read More »Is Recovery Outside The USA A Lost Cause This Cycle? [New Discussion Topic]
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 …
Read More »