Infill Thoughts

Today we are wrapping up our frac sand scattershooting series with our third installment.   feature image used with creative commons license 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 …

We did some math on the record breaking well announced by the STACK leader this week. 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, …

In this weekly rig count update, we take a quick look at the rig count evolution of today’s two most important US onshore markets: West Texas and Oklahoma. You may remember the following chart from an update early this year when we wrote about the bifurcated Permian market place….   …

The recovery in oilfield service (OFS) activity and pricing outside the US has been waiting in the wings for three years. Outside the US, there have only been a few international bright spots – non-US oilfield growth has been non-existent. Most countries’ oilfield service markets have been dragging bottom all …

Another installment in our popular series of tidbits on Permian Basin frac sand mine scene happenings. 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, …

On the heels of an industry-first Delaware Basin water deal signed about a week ago comes a report from a Permian rancher to our desk that a historic spring has gone dry. In this update, we examine the brackish water requirements implied by frac sand volumes, discuss the dry spring’s …

US Silica reported better than expected 3Q17 and a very strong outlook for 2018 Monday evening. Tuesday morning on the conference call, we recorded market insights on SandBox, West Texas capacity, updates on US Silica’s Crane & Lamesa plants, 2018 overall demand, contracting activity, the outlook for Northern White, among …

The following list is baker’s dozen of assorted datapoints and tidbits we’ve heard about the frac sand business over the past couple weeks. This piece addresses the goings-on in Permian frac sand. We’ll have another installment of frac sand scattershooting later this week to address trends in the broader market. …

A new type of land rig is being proposed to tackle mega-pads in the very deepest sections of the Wolfcamp. In this post, check out the latest on operator interest as well as the features that make this rig unique and cost about 30% more than the current shale-ready rig …

This week, E&P management teams talked with investors about the big picture framework and mindset this budget season. We recap the key takeaways from the key players and review the overarching themes of 2018 budget season and what this means for oilfield service contractors. There’s a lot more to this …