Infill Thoughts

Continuing our World Cup / drilling analogy theme from last week, in this week’s rig count update we take a look at the trend in drilled wells that have been suspended from the completions “field of play.” There’s a lot more to this story… Login to see the full update…  To …

2Q18 was active in the field. Our research desk was hopping too. Infill Thinking published 99 updates, shipped 25 subscriber newsletters, and hosted 2 in-person reader meet-ups during the past quarter. You’ve got some fast growing company here. Our membership hit a new record high during 2Q18, growing by 19% …

2018 is halfway in the books. In the first half of the year, the US unconventional rig count increased 105 rigs to 827, a 15% increase. In the second half, “Bench Basins” are going to have to step up due to takeaway injuries suffered by this game’s superstar. There’s a …

A team of last mile specialists breaks down the MidCon sand procurement scene, digging deep into well, transload, and mine data to determine mileage differentials as procurement shifts to local sands. Don’t miss this chart and map… There’s a lot more to this story… Login to see the full update…  …

As discussed in this Infill Thinking update four months ago, the Texas Comptrollers Office is in the process of re-writing the Texas Conservation Plan for the DSL – a key step in light of the recent petition to list the species as endangered filed by two private environmental groups. The old “Hibbits …

After publishing our Mid-Con in-basin sand plant map PDF a couple weeks ago, some readers have been asking the question: who is Forenergy? Searches on InfillThinking.com for the company have picked up as well. So we talked with the founder and CEO to get you some answers. There’s a lot …

It seems odd to make the following statement right after a bullish OPEC meeting that sent WTI surging 5% higher on Friday: We believe that the Permian Basin rig count has very likely… There’s a lot more to this story… Login to see the full update…  To read this update …

One of the biggest challenges relative to Permian sand mine infrastructure, which is critical to the successful development of these facilities, is the availability of a viable supply of water for not only sand production, but potable use as well. A significant amount of effort has gone into finding reliable …

You probably saw this press release yesterday from Shale Support announcing in-basin M&A. We spoke by phone today with Co-Founder and CEO Kevin Bowen and got the full scoop. In addition to sand specifics, one of the big takeaways for us was that exploratory drilling and completions could heat up …

After oil’s 2014 crash, the US shale “popularity pendulum” swung hard against animal spirits, moving in favor of capital discipline. Outspending in shale is now taboo on both Wall Street and Main Street. But is the recent societal shift emblematic of lasting structural change or is it simply cyclical banter? …