Six weeks ago, we assessed Permian in-basin frac sand production at an annualized rate of 15mmtpa coming from 7 operational facilities. This week, we updated our assessment, finding that local sand production has increased significantly in the past six weeks. In fact, daily local proppant availability is up X%, with the …
Read More »Infill Thoughts
Differentials Be Darned. Permian Permits Pick-Up Anyway
Each week we cover a topical US weekly drilling trend, and provide in-depth analysis of the rig count and frac spread count. Here is this week’s installment… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »The Petition To List The Dunes Sagebrush Lizard As Endangered Is Live. So What, And What Next?
After the Dunes Sagebrush Lizard (DSL) petition was filed earlier this week, we had a chance to catch up with a subject matter expert on Texas environmental issues to learn a bit more about what matters in the petition and what to watch for next… There’s a lot more to this …
Read More »Frac Water Market Takeaways From The Select Energy Services Conference Call… [Live Blog Complete]
Live takeaways from Select’s 1Q18 earnings call… 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 us to …
Read More »Making A Mountain Out Of A Molehill? Permian Producers Downplay Pipeline Impact On Their Completion Programs
With the Midland crude basis differential widening to as much as $15/bbl, we’ve received inbound questions from quite a few supply chain subscribers (and Bloomberg News too) asking about the impact on oilfield service activity and logistics. Here is an executive summary of the Permian producers’ view, our view, and …
Read More »Putting The Genie Back In The Bottle: Will The Frac Supply Chain Ever Be Rebundled? [New Discussion Topic]
Unbundling is trending in the US completions supply chain. So… a key question we’ve been asked by investors in the space recently is what might compel E&P buyers to rebundle their frac supply chains? In other words, can Big OFS put the genie back in the bottle now that it’s …
Read More »Today Is DSL D-Day
It’s official. We discuss… this is a developing story and we’ll be adding updates to this post as we learn more today. 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 …
Read More »Infill Thinking Goes To Washington
At Infill Thinking, we are honored by a recent invitation to participate in this week’s Industrial Minerals Association North America Spring 2018 meeting. On Wednesday May 9, Infill Thinking Founder and Principal Research Analyst Joseph Triepke will speak about big picture frac sand market trends as a participant on the …
Read More »US Land Drilling Breaks Through The 1,000-Rig Barrier. How High Can Rig Count Go?
This is the latest edition of our regular weekly rig count update filled with charts and analysis on North America onshore drilling trends. 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 »From What We Are Hearing, This Would Be A Great Weekend To Revisit This In-Depth Petition Primer…
Admittedly, predicting the timing of the DSL listing petition has proven difficult. That said, we suggest readers revisit this in-depth guide over the weekend to be braced for come what may… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »