Infill Thoughts

We had a conversation with a frac sand supplier this morning that went alot like many others we’ve had with contacts in the supply base recently… 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 …

In this update, we share our thought progression upon seeing talk implying that a new frac pump design might be considered to be an “e-frac killer.” 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 …

Well… the Saudi drone strikes did nothing to curb the unyielding US rig count decline last week. The chart below maps the major basins year-to-date to see where the pain’s been the greatest. Marketing MidCon rigs is such a tough sell right now that it might take the swagger right …

The Friday before last week’s drone attacks on Saudi oil infrastructure that caused oil prices to momentarily spike, Bill Edwards wrote a guest post for Infill Thinking titled Historical Oil Price Perspective & A Sober Long-Term Outlook [Friday Guest Post]. The way oil has traded in the wake of the …

Company by company timeline charts for the top injection well permitters. These charts tell us a lot and also provoke some interesting questions… Consolidation ahead? 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 …

Our latest guest post contains an important message regarding the current state and future of the E&P industry. We are bringing it to you in two pieces. This week, our guest contributor sets the stage on the current environment and tiers that have developed in the E&P industry. Next week, …

During our recent field trip to the Eagle Ford, we met with the seasoned management team of a sand company that tends to fly a bit under the radar. Here is what we learned and saw… There’s a lot more to this story… Login to see the full update…  To …

We have learned more about an engineering tweak of large proportions… 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, …

Last month during our Eagle Ford market intel gathering trip (see the big picture highlights here), we stopped by the Signal Peak Silica frac sand production facility for a tour and meeting with management. There’s a lot more to this story… Login to see the full update…  To read this …

Operators still factor pretty heavily into the new injection well owner lineup, and we wonder how much longer that will be the case as many E&Ps continue to evaluate the separation of their wastewater management. A couple other interesting observations before we get to the data: There have been… There’s …