We may be wrapping up our Utah frac sand spotlight series today, but our coverage of this emerging local sand market doesn’t end here. We’ll be reporting on the local sand story in Utah as first shipments begin later this year, reporting on adoption trends, competitive dynamics, quality, surety of …
Read More »Infill Thoughts
Fort Worth Member Meet-Up Is In The Books
Calling all DFW-area Infill Thinking members: we’d like to buy you a mid-morning coffee, shake your hand and chat oilfield trends with you. We look forward to networking with Infill Thinking members over coffee in Downtown Fort Worth in mid-August (this event is included with your membership). There’s a lot …
Read More »Thinking Through The 2H19 E&P Spending Setup [Chart Of The Day]
After updating our company-by-company E&P capex model this week, we’ve concluded that… 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 …
Read More »More… Still More. Another Local Sand Plant Is Going Vertical In The Permian
Back in the heyday of the Permian local frac sand boom (2017), Infill Thinking was breaking news about an incremental Permian frac sand plant once a week it seemed. With the Permian now oversupplied, all’s been quiet on the greenfield construction front for the past year. Here lately, we’ve been …
Read More »What Does It Say About E&P Appetite When Rig Contractors Can’t Even Drill For Free?
One day, we’ll all be able to tell our grandkids “I was there when contractors couldn’t put rigs back to work for free.” US onshore operators have lost their appetite for growth so much so that… There’s a lot more to this story… Login to see the full update… To …
Read More »Southern Red Sands Spotlight After CEO Chat [Part 3/4 Utah Sand Series]
In an exclusive series of updates over the past couple of weeks, we have been analyzing frac sand market conditions in the often overlooked Utah completions market where big changes are happening in the supply stack. In this third installment of the series, we shine a spotlight on one new …
Read More »An Industry Full Of Companies “Focusing On What We Can Control” [Chart Of The Day]
After about the sixth management team this earnings season said “we are focused on what we can control” we decided to spend a little time thinking about… 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 »Are Frac Sand Customers Almost Done Spiking The Football On Cost Savings?
The latest operator commentary on frac sand continues to underscore local sand adoption and cost savings – themes that have been consistent on E&P calls since early-last year. However, this may be one of the final earnings seasons where we see… There’s a lot more to this story… Login to …
Read More »Drip, Drip, Drip… Collecting Market Intel From 3 Oilfield Water Earnings Calls In 1 Day
The universe of publicly traded shale oilfield water companies is small (for now). But the universe of companies with material oilfield water handling exposure is… 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 »Differentiated Logistics Play First Fiddle At Hi-Crush
17 photographs of physical operations appear in the new Hi-Crush slide deck released alongside their earnings report on Tuesday evening. 10 of these images depict… 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 »