In this asset-intensive business, talent shifts are often ignored. But people matter. Talent shifts affect how business is done and competitive advantage, and here are ten moves that matter for how business is done in the sectors we cover in early 2020… There’s a lot more to this story… Login …
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A “Quadfecta” Of Bold Last Mile Step-Change Promises – Any Of Which Could Upset The Apple Cart
A quadfecta is a set of four events. The following four items aren’t really events yet, they are futuristic concepts that we know some very smart folks with various levels of access to capital are looking at and working on at the moment. Whether any of these (or a combination) …
Read More »Sandemonium Has Died Down, But Pockets Of NPT Remain Problematic
The widespread pandemonium we recently documented in frac sand’s last mile during Christmas and New Years has died down somewhat now that we are two weeks into the new year, according to our latest channel checks. However… There’s a lot more to this story… Login to see the full update… …
Read More »The Curious Case Of Reeves County’s Fall From Grace
In 2017, we recognized Reeves the “most drilled” and “most improved county in the Permian in this update, which we titled: “More Rigs Have Been Activated In Reeves County In 2017 Than In The Entire Bakken.” Here in 2020, we find ourselves writing a very different assessment of activity in …
Read More »Frac People On The Move During 2019
In a recent year-end review, we shared our top 19 stories from 2019 in frac sand and oilfield water as measured by membership interest. Before we leave 2019 behind and fully focus on the new year, we have one more year-in-review recap for you. This one summarizes the installments in …
Read More »Who Plans To Drill On Federal Lands Soon… And Where [Map & Charts Of The Day]
A couple of months ago, we analyzed the E&P industry response to frac ban rhetoric by the democratic primary candidates. We also quantified drilling activity on Federal lands, estimating that O&G wells spud on Federal Land have comprised approximately X% of US onshore drilling activity. The next logical questions to …
Read More »In Other News… Frac Spread Cost Risk, Utah Sand Mine Scuttled, Last Mile Cash Crunch? Water M&A Follow-up, RIFs, Tempest In A Teapot
In addition to the in-depth updates published over the past week, these “quick hit” datapoints also crossed our desk and are worthy of a mention… 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 …
Read More »Quick Thoughts On Atlas Sand’s TX/NM Frac Sand Conveyor Project
Infill Thinking first wrote about Atlas Sand’s conveyor project back in May 2019 (see point 10). The cat is out of the bag now and the mainstream media is feasting on a BLM press release about a new permit application filed by Atlas Sand. Atlas Sand isn’t commenting about the …
Read More »It Wasn’t A December To Remember For The US Rig Count… And Maybe That’s A Good Thing!
For the US land rig count, December 2019 was pretty mundane. Considering the downtrend in activity that dominated much of 2019 and the typical holiday headwinds that December brings, a boring month for the rig count was welcome! There’s a lot more to this story… Login to see the full update… …
Read More »Pandemonium Erupts In The Texas Frac Supply Chain As 2020 Begins
Panic in frac sand. This is not hyperbole folks… 2020 is off to anything but a smooth start. High class problem though? Here’s what all the fuss is about…. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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