Infill Thoughts

In our weekly rig count update this week, we slice and dice the latest drilling permit data in the Permian, divining clues about the future direction of the rig count in the Permian Basin and beyond. There’s a lot more to this story… Login to see the full update…  To …

In the table below, we start with the range of estimates we’ve heard for Halliburton’s fleet count from our contacts recently and then we walk through what that implies for HHP at various crew size levels. Here’s our sensitivity table with a few thoughts on what you are looking at …

In our typical Friday guest posts, we get to hear the perspective of one Infill Thinking member at a time. And that’s usually pretty great, but as the old saying goes two heads is better than one. This post (or conversation really), is the brainchild of two Infill Thinkers who …

This is our fifth and final installment of Permian Points (quick notes from the road) from the first of two February trips we made to West Texas to gather on-the-ground market intelligence. Revisit Permian Points 1-4 at the links below: Permian Points 1 Permian Points 2 Permian Points 3 Permian …

This is our fourth installment of Permian Points – quick notes from our time on the road in West Texas in February. Permian Points 1 touched on the local sand business, including pricing and construction status updates; Permian Points 2 hit oilfield activity levels and labor; Permian Points 3 covered issues we …

In this weekly rig count update, we take a spin around the basins looking at relative performance from recent peaks and valleys. Studying rig count changes during mini-cycles within the big picture trend can illustrate the level of operator commitment to various plays and reveal drilling program volatility within each …

Shortly after pressing send on an early-February 2018 edition of the Infill Thinking newsletter, we hit the road in Odessa bound for a visit to High Roller Sand’s Kermit frac sand plant. The facility had been open less than a week at the time of our visit, about four weeks …

Each Friday in the last month of each quarter, we pass our keyboard to an Infill Thinking subscriber to weigh in from their field. We hope you enjoy reading these hand-picked contributions as much as we do. Guest Contributor(s) Introduction From Joseph Triepke: Today’s guest post comes to us from …

We have sorted through 1,000+ pages of E&P conference call transcripts to come up with the most important things customers are saying about frac sand. 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 look at the latest import data, trade protection measures, and capacity and pricing commentary from a market leader. 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 …