After much hand wringing over the budget exhaustion trend, onshore drilling escaped relatively unscathed into the new year. We discuss that and what’s next… 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 …
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The Top Infill Thinking Updates Of The Year 2018
During a busy 2018, Infill Thinking shipped approximately 100 e-newsletters, issued upwards of 350 research updates, and hosted 7 member meet-ups around the oilfield. Membership on InfillThinking.com increased 50% in 2018, and our team grew too with key hires on our research desk and member relations department. We also launched a …
Read More »Transload Truncation – Devon Squeezes Oklahoma Terminal
We break down the latest renegotiation in the frac sand industry, one of many we believe are either culminating or ongoing as a volatile year winds down. 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 »Musings On Frac Sand Hauling From The Cab Of A Small Carrier [Guest Post]
It isn’t always easy being small in a big space, but in the frac sand trucking business, small isn’t always bad, either. Our guest author today formed a sand hauling outfit with just a couple trucks in early-2015, just as oil prices began to plunge. Today, he is running 40 …
Read More »It’s Beginning To Look A Lot Like Optimization [An Oilfield Christmas Carol]
Click The Play Button Below And Crank Up The Volume https://www.infillthinking.com/wp-content/uploads/2018/12/Its-Beginning-to-Look-Like-Optimization-Infill-Thinking.mp3 As You Listen… Adapting Christmas classics to oilfield trends is a holiday season tradition here at Infill Thinking. Last year was Twas The Frac Before Christmas. This year we found inspiration in the carol It’s Beginning To Look A Lot …
Read More »DUCs Have Doubled Since The EIA Began Tracking Them
In this week’s weekly rig count update, we take a look at trends in DUC inventory. 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, …
Read More »Who Bought The Black Mountain Silos? A Picture Is Worth A Thousand Words…
While there has been quite a bit of speculation over the buyer since we first reported the divestiture back in early-November, this is the first official confirmation. After making an important boots-on-the-ground observation over the weekend, we contacted a company spokesman and confirmed our firsthand observation. There’s a lot more …
Read More »Four Levers In-Basin Mines Can Pull To Lower Opex/Ton [Guest Post]
In-basin mine operators faced with price pressure quickly turn their attention to driving down operating costs per ton. This can be a real challenge when operating in a tough environment, and compromising safety, quality, and capacity, is not an option. With supply outpacing demand, the pressure to become a low-cost …
Read More »Still More Sand: Meet The New Kid On The Eagle Ford Block [Exclusive]
Interested in the new entrants that are flying below the radar in the completions supply chain? Well… you’ve come to the right place. We’ve unearthed another new frac sand project that will likely come as a surprise to many market observers. In this update, you’ll find an exclusive report on …
Read More »Did 2018 Set The New Cyclical Ceiling For US Onshore Drilling?
The US onshore rig count has been basically flat since June of this year and is likely biased lower over the next several weeks as seasonality catches up with rig count. There’s a lot more to this story… Login to see the full update… To read this update and receive …
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