In our weekly rig count update this week we put some context around the drop. 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 be a member. If you are new to Infill Thinking, or …
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Zombie Plants, Dual Dials Turning, NWS Concessions, And More Industry Reaction To Our “Shifting Sands” Questions
Since releasing this list of new questions to ponder in the current frac sand environment a couple days ago, we have had a constructive dialog with many industry contacts regarding the spectrum of possible answers and additional considerations. That important feedback is shared below, but first a word on real-time market conditions. …
Read More »8 New Questions To Ponder While Standing In The Shifting Sands
The questions being asked around the frac sand market water cooler are changing in tone from “what if oversupply happens” to “what happens after oversupply.” This is not a subtle change and it has implications for many more market participants than simply the sellers. And the tone shift is happening startlingly fast. …
Read More »Marcellus New Well Permit Check Up As Pumping Slows
Pro Tip: our weekly rig count updates are divided into two sections: i) we always include a weekly thought piece analyzing a hot topic (like Marcellus well permits this week), and ii) we process regular weekly rig count data through our custom filters to deliver a unique way of looking …
Read More »2020 Vision: Over 1/2 The US Frac Sand Supply Base Will Be Local When The Decade Turns [Chart]
Even after covering this story daily for more than 1.5 years here at Infill Thinking, this chart is still mind-blowing to us because of both its velocity and its scale. In a New York minute, everything can change. There’s a lot more to this story… Login to see the full …
Read More »Going Local Part 2: US Independents Are “Backing Up The Truck” On In-Basin Sand
Several weeks ago in this update, we documented an inflection on local sand adoption. Recent proppant customer commentary has remained on trend – here’s what’s new. 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 »Candid Covia CEO: “Oversupply Is Upon Us”
Candid is probably the best word to describe Covia’s conference call yesterday. Management owned up to the oversupply in the frac sand market – a reckoning our reporting has foreshadowed for more than 12 months now. Here’s what you need to know from the call. There’s a lot more to …
Read More »Notes From Fort Worth Part Two: Market Intel From Meetings With Industry Leaders
We had a full schedule of meetings with industry leaders during our recent trip to Fort Worth, including a well attended reader meetup. 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 be a member. …
Read More »Notes From Fort Worth Part One: Member Meet-up, Event Photos, Our Team Expands, And On To The MidCon
We welcomed about 40 Infill Thinking subscribers for coffee, knowledge sharing, and networking on Monday in Fort Worth. 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 be a member. If you are new to …
Read More »So Far, Permian Drilling Permits Are Passing The Takeaway Stress Test
In this weekly rig count update, we take a closer look at Permian Drilling Permits. 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 be a member. If you are new to Infill Thinking, or …
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