In 2019, doing more with less continues to be a key oilfield theme. Frac and rig crew efficiency gains, more zippers, bigger pads, and streamlined logistics all mean that E&Ps are getting more sub-surface contact out of the same or less contracted oilfield equipment on the surface. The result? A …
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Paying A Visit To The Eagle Ford’s Original Third-Party Frac Sand Silo Terminal [Eagle Ford Stops Along The Road]
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 email us to discuss our current subscription options at [email protected]. (Current …
Read More »The Top Ten Infill Thinking Updates Of 3Q19 In Sand & Water
During 3Q19, the Infill Thinking research team: published 90 written research updates emailed 24 Infill Thoughts newsletters to active members issued 15 data releases to Think Sheets® members conducted site visits the Eagle Ford and acted as MC for the largest frac sand conference in the industry, hosted by the …
Read More »The Future Of E&P Includes M&A And ESG [Friday Guest Post]
With Morgan Stanely also pushing an M&A narrative this week, Paul’s piece is timely. Paul’s been making the case for consolidation in E&P for about two years… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Another Large Carrier Exits Sand And Water Hauling. Read The Letter…
Yesterday morning, a letter announcing the closure of of a huge pneumatic hauler crossed Infill Thinking’s research desk. Due to the gravity of the letter, we waited to publish it until we were able to confirm its authenticity with the company. We confirmed that it is genuine this morning after …
Read More »Goodnight Comments On Terminated Transaction, While Another Water M&A Deal Is Announced
Infill Thinking has obtained a statement from Goodnight Midstream in the wake of the M&A termination. CEO Patrick Walker told Infill Thinking… 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 …
Read More »Liberty’s Take On The In-Basin Sand Vs. NWS Debate
Here is the latest new oilfield market participant to weigh in on the debate on the future of in-basin 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 member. If you are …
Read More »Frac Sand Pricing Sentiment Has Hit Rock Bottom [Chart Of The Day]
We had a conversation with a frac sand supplier this morning that went alot like many others we’ve had with contacts in the supply base recently… 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 …
Read More »An “E-Frac Killer”? Too Soon?? A Few Questions Come To Mind…
In this update, we share our thought progression upon seeing talk implying that a new frac pump design might be considered to be an “e-frac killer.” 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 …
Read More »If You Are Marketing MidCon Rigs… The Trend Is Not Your Friend
Well… the Saudi drone strikes did nothing to curb the unyielding US rig count decline last week. The chart below maps the major basins year-to-date to see where the pain’s been the greatest. Marketing MidCon rigs is such a tough sell right now that it might take the swagger right …
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