Quick Thoughts

  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 …

One of our E&P thesis coming into 2022 is that well cost inflation will surprise to the upside, putting E&Ps between a rock and a hard place. This is happening now. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

We look forward to meeting up with industry friends Friday in Houston for a sand market discussion here’s a preview on what we’ll be talking 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 must …

One question we have been getting often from members in 1Q22 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 a member. If you are new to Infill Thinking, or your membership has …

Liberty talked quite a bit about sand and logistics on their earnings conference call this week along with their usual airtime on pumping market fundamentals. After processing their remarks, here is what jumped out at us regarding the frac supply chain market outlook. As a general comment,… There’s a lot …

Earlier this week, we wrote that market expectations for U.S. oil production are too low (see report). In that piece, we pointed out that the EIA’s numbers only showed about 640kbpd of U.S. oil production growth in 2022. This compared to our 1mmpbd growth forecast. Subsequently, the EIA has revised …

In addition to the other research Infill Thinking published this week, a variety of miscellaneous datapoints from around the frac patch crossed our desk this week. Here are four points that are deserving of a quick mention. There’s a lot more to this story… Login to see the full update…  …

It’s been a difficult news week for Permian frac sand logistics… to all our industry friends who drive these roads constantly, please be extra careful and stay safe out there. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

For data clients, we have just posted bottoms-up analysis of nationwide frac sand mine activity for 4Q21 here. Some interesting high level takeaways have to do with NWS activity in the aggregate during the quarter…. There’s a lot more to this story… Login to see the full update…  To read …

This week, we stress tested our data models in a good way – for upside in our oil price assumptions! 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 …