If this virus can can shut down Major League Baseball and Disney Land, why should we expect that frac sites will be any different and stay open as virus reaction spreads? If this virus can empty dormitories because of spreading risk in close quarters, what about man camps? Here’s what …
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Factoring 2020 DOT Drug & Alcohol Reg Changes Into Frac’s Last Mile [Friday Guest Post]
When Phil Baxter recently asked me if I had looked into the big changes that were made in January to the FMSCA’s drug and alcohol policies (and the impact they could have on hauling capacity in the frac supply chain), I perked up and asked if he’d chime in on …
Read More »NPR Marketplace Cites Infill Thinking’s ‘Double Black Swan’ Report In Coverage Of The Oil Price Fall-out
On March 9, 2020, National Public Radio’s Marketplace show aired a segment across >800 US radio stations about the oil price fall-out’s impact on US oilfield activity. Their piece draws insights from our research update published for Infill Thinking subscribers earlier that day titled “On Black Monday, A Double Black …
Read More »Corona On Our Minds [Friday Guest Post]
Guest Contributor Introduction From Joseph Triepke: Today’s guest post has been three years in the making. Allow me to explain…. 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 …
Read More »A Brief History Of The Flaring Dialog Between E&P CEOs & Investors
In a separate update earlier this week, we quantified a new kind of flaring intensity index. Today we explore the qualitative side of this trend, distilling over 1,000 executive/investor conversations about flaring over the past decade and a half into this 5-minute-read summary. There’s a lot more to this story… …
Read More »The Customer Is Always Right, And Here Are The Most Notable Things Frac Sand Customers Said In February
EOG said recently that better pairing of origin and destination vs. 2019 will help them achieve targeted well cost savings. We wonder if this is simply better availability of local sand near their wells or possibly mobile mini plant adoption? Here is the key quote as well as other interesting …
Read More »Corona Quote Of The Day From An Energy CEO Who Believes People Are Overreacting
Here’s what one energy CEO very candidly told investors in Vail this week about how he thinks the broader public and O&G industry is overreacting to fear surrounding the coronavirus… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »8 Frac People On The Move
We take a look at some notable comings and goings. The frac talent pool continues to play musical chairs. 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 …
Read More »Flaring ‘Conversation’ Intensity Heats Up [Chart Of The Day]
In this update we study a different kind of flaring intensity – the flaring conversation intensity. This is not a new issue, but the conversation is heating up and evolving. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »A Wellsite Storage System Provider Plays Offense – Calls Other New Gen Solutions “Outdated”
“We are signing up operators that want to move away from outdated and unsafe………….” That’s what one growing wellsite storage provider in the frac supply chain had to say about their wellsite storage solution displacing the competition on their conference call this week…. There’s a lot more to this story… …
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