The rapidly shifting sand in the proppant markets will put consumer term contract exposure under the microscope in the months ahead. For pressure pumpers and E&Ps this contract exposure could become a big deal over the next 3-6 months. We discuss… There’s a lot more to this story… Login to …
Read More »Thinking Ahead
A Fracing Game Of Chicken Is Afoot As Market Visibility Fades [Chart Of The Day]
The frac market is in flux. Who’s still planning to grow? Who’s not? Will plans be realized? We quantify and 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 …
Read More »There’s New Buyer Roaming Around Sand Town [Exclusive C-Suite Chat]
Last week an executive affiliated with the newest acquirer on the frac sand block emailed us to let us know they are targeting frac sand logistics assets. During our phone conversation with the acquisition firm, we learned that… There’s a lot more to this story… Login to see the full …
Read More »Watch Out For More Vertical Integration News In Frac Sand Before This Month Is Done
Frac sand mining is evolving rapidly and the oilfield service company role in it is changing too. See what we expect to happen next in the full update. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »OFS Conference Calls Start Friday. Here Are The Top 10 Big Picture Themes We Are Monitoring This Earnings Season
Schlumberger will kick off oilfield service earnings season with their conference call on Friday July 20, with Halliburton’s report following on the next business day. Here are the top themes we will be listening for on 2Q18 conference calls: There’s a lot more to this story… Login to see the …
Read More »Scoop: Regulators Halt Mid-Con Sand Plant Construction As OK Permitting Proves Tougher Than TX
In the Permian Basin, frac sand mines took off with very little permitting friction. In fact, if you take the dunes sagebrush lizard out of the conversation, we actually can’t recall a single headline about regulatory hurdles slowing down project. Will the same be true as the Mid-Con mining story …
Read More »The Shale Supply Chain’s New(ish) Ownership Conundrum
Epic quantities of frac sand and water will fracture a lot of low permeability rock in the Lower 48 this year. This same sand and water has also fractured the US oilfield supply chain. Conventional wisdom on market segmentation and task ownership is now being challenged. The chain of custody …
Read More »10 Talking Points Sure To Surface Over Coffee & Cocktails In Fort Worth This Week
Many of our subscribers have descended upon Fort Worth this week for the large Permian Basin executive confab going on there. We’ve prepared the following “cheat sheet” of talking points in advance of the event. We tried to go a layer deeper than the agenda in this exercise, focusing on …
Read More »DSL…
Login required. 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 …
Read More »Frac Hit Fear Index And Parent/Child Interference In The Tight Oil Narrative
We devote a lot of bandwith to the most pressing concerns facing tight oil development here at Infill Thinking. In the long-run, other constraints rise on the horizon. These are the big picture sustainability sort of questions for tight oil development. In this post, we list these big picture issues …
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