We curate new information in the public record on the newest vertically integrated frac sand project. 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, …
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Some Mind-Blowing Arithmetic On The Permian Vs. The Other Big Shale Basins
In terms of the current unconventional drilling rig count, this formula works to within a rounding error. Although it’s probably not a huge surprise to most Infill Thinkers, it’s still some mind-blowing arithmetic: There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Research Rewind: Permian Basin Frac Sand Trucking
Infill Thinking comes at you fast. In 2018, we are on track to publish more than 400 original research updates. These proprietary updates often break the seal on topics that will be covered elsewhere months later (i.e. Permian frac sand truckload estimates). While timely, Infill Thinking updates also contain proprietary …
Read More »Black Mountain’s Announced Capacity Doubled Yesterday, So We Spoke With The CEO To Clarify The Moving Pieces
Want to make a big splash at the next industry conference? How about announce that you are doubling the size of your company’s operations and tripling the basins you work in? That’s effectively what Black Mountain Sand did at the Permian conference in Fort Worth yesterday. As the dust settles …
Read More »Synergizing Our San Antonio Site Visit Takeaways With Recent Emerge Energy Services Commentary
In April 2018, Infill Thinking’s research team had an opportunity to visit the new Emerge Energy Services plant in San Antonio and meet one-on-one with management to learn about operations there. Then in early-May, the company hosted their 1Q18 conference call. Blending what we learned from these two sources results …
Read More »As First Reported Here, Black Mountain DID Announce New Eagle Ford And Mid-Con Expansion Plans Wednesday Morning
This is a developing story, check back for updates… 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 your membership has expired, please email …
Read More »Three Rig Contractors Drill More Than Half The Laterals You Frac [Charts]
In this week’s rig count update we take a look at who is drilling wells in the US with a market share pie chart and the trend over time. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Operators Concentrate On Cycle Times As Some Zipper Fracs Save Over A Million Bucks Per Well
2018 is the year of the zipper frac. Reducing completion cycle times is a key overriding theme in shale. Zipper frac are expanding both in use and definition. Check out how this trend is impacting completion programs in this update. There’s a lot more to this story… Login to see …
Read More »In-Basin Mines To Supply 75% Of Permian Basin Proppant Demand Next Year [Chart Of The Day]
Following up on our plant-by-plant review of Permian Basin frac sand production last week, we’ve also updated our estimates for the play’s frac sand demand broken down by supply source. In this update, you’ll see the chart and a bullet point list of our latest thoughts as we look at …
Read More »Mark Papa Says Shale Pundit Projections Fail To Account For Parent-Child Well Issues [Frac Hit Fear Index Update]
If you came for Mark’s quote, it’s further down along with other recent operator remarks on frac hits and parent-child well production impacts. First, a brief word on the industry’s general tone on parent-child wells and what it means for oilfield service companies after digesting a large batch of recent …
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