Infill Thoughts

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 …

Smart Sand yesterday launched a new quality defense in the Northern White Sand vs. In-Basin debate. Management cited customer requests for conductivity testing, specifically for 100-mesh sand. They also appealed directly to railroads not to give up on the frac supply chain. We discuss… There’s a lot more to this …

Last week, the Texas Comptroller’s office submitted a new Dunes Sagebrush Lizard (DSL) conservation plan to US Fish and Wildlife Service (USFWS). If approved, the new plan will replace the existing Texas Conservation Plan (TCP). Via open records request, we obtained copies of the new plan and supporting documentation. Although …

An update on frac sand mining’s newest frontier: the Rockies. 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 …

We are live-blogging the most important comments with oilfield marketplace implications from the ProPetro call this morning. 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 …

We spoke directly with ex-Solaris CEO Greg Lanham on Monday evening to learn more about his next move. 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 …

The US land contract drillers are currently unanimous Lower 48 rig count outlook… 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 …

This is a pretty interesting read. Are you subscribed yet? Our research service is available for less than a buck per report! Our goal is to democratize high-quality oilfield market analysis, making it available and affordable to a broad audience. There’s a lot more to this story… Login to see …

US Silica’s Lamesa sand plant more than doubled in announced capacity this week, becoming the Xth Permian in-basin plant we track with an announced expansion vs. original nameplate capacity. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

Supermajor capital has washed ashore to hunt short cycle returns in the Lower 48, having abandoned longer-cycle deepwater and international in the era of austerity following the 2014 oil price crash. These large companies have historically been thought of as less nimble than their smaller peers – the Independents who …