Infill Thoughts

The winding saga of Section 232 trade policy evolution and redefinition has whipsawed the OCTG markets this year. We have the latest on what it means for buyers and sellers here… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a …

In this update, we’ve canvassed the Permian in-basin frac sand mining scene to get a read on the timing of local sand availability. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew …

Back in October 2017, we noticed a spike in Marcellus well permitting and wrote in this update: “Permits surging to 24-month high, look for spuds to play catch up into 1Q18. Fast forward to today, and this is playing out as expected, albeit slightly behind our expectations on timing. In …

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 …

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. …

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 …

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 …

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 …

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 …

We spent the first week of February on location in the Permian Basin gathering market intelligence on the completions supply chain. In addition to taking it all in from the road this week, we have met with a variety of management teams and visited operations in the field. During our …