We heard some chatter about local sand in the Appalachia at the Petroleum Connection’s frac sand conference in Houston last week, so we caught up the plant’s new ownership to learn more about the site and their frac sand ambitions. There’s a lot more to this story… Login to see …
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In Other News…. People On The Move, Belt Tightening, Pumping Outlook, Litigation, & Earnings Takeaways
While we were traveling gathering market intelligence and meeting with clients this week, some new developments crossed our desk that are worthy of comment. So here are five short stories… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Sideline Stuff: Market Intel That Matters From Our Conversations With Industry Folks This Week
This week in Houston, we attended and participated in the sold-out frac sand and logistics conference. As usual, Pete Cook and his team at Petroleum Connection did a tremendous job organizing this event. As is often the case at these events, some of the most interesting datapoints we heard sprung …
Read More »Reaction To The Most Controversial Frac Sand Presentation This Week
This week, Covia advanced an argument they have been making on the speaker circuit for several months now, urging customers to use NWS rather than succumbing to the cost savings temptation of local sand. They also introduced a new argument questioning a well performance metric that we’ve never seen challenged before …
Read More »E&P Budget Revision Risk Bites
This week, a negative revision risk we’ve been highlighting surfaced in the form of a swing from growth to contraction. After digesting, we zoom out to look at US spending trends as a whole. There’s a lot more to this story… Login to see the full update… To read this …
Read More »Improving Oil Price May Slow The Pace Of Drilling Rig Releases In 1Q19
In our weekly rig count update this week, we digest a 2019 outlook from a leading land drilling contractor. 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 »“Execution” Is Taking The Hand-Off From “Imagineering” In Completions Logistics [Last Mile Panel Preview]
Infill Thinking will participate in the Petroleum Connection’s sold-out Frac Sand Industry Update conference in Houston on February 6. Our founder, Joseph Triepke, will moderate the last mile & logistics panel at the event. Here is a preview of what’s on our mind headed into this discussion… There’s a lot more …
Read More »Heart Of Texas Railroad May Be Collateral Damage From The Brady Brown Shut Downs
The future of a piece of short line track has been jeopardized by the switch to local 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 new to …
Read More »1st Member Meetup Of 2019 In Houston 2/5/19
Well over 100 Infill Thinking members turned out for our various member meet-ups in 2018, which were enjoyed by all. We are looking forward to seeing you at our events around the oilpatch throughout 2019. Login to get the details on our first gathering of the year… There’s a lot …
Read More »US Rig Count Is See Sawing – Down But Not Out So Far In 2019 With No Clear Trend Yet…
The early-2019 rig count continues to see saw. Are we at inflection or are we not? We discuss… 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 …
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