Although E&P management teams continue to spike the football about their capital discipline on earnings calls, capital budget and spending data tell a different story in shale. 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 »Latest Thoughts
Frac Sand’s BILLION Ton Decade [Chart Of The Day]
How much sand is moving these days? A lot – find context and timeline for shale consumption over a decade long view here… 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. …
Read More »Havoc Ahead – Permian Road Project Could Impede Oilfield Traffic For 5+ Years (Starting This Month) Before It Makes Things Better
A massive highway improvement project in the Permian could create times of havoc for oilfield traffic over the next several years, potentially resulting in downtime, decreased efficiency, and higher well costs. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Data Note – Permian Frac Sand Supply Analysis
We have refreshed our Permian frac sand mine data (download link for latest database). Here are a few data takeaways from this update… 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. …
Read More »It’s “No Sand November” In The Eagle Ford
Over the past couple weeks, the Eagle Ford frac sand market has gotten tight. Real tight. In fact, it is so tight 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. …
Read More »San Antonio Sand Conference Takeaways
We very much enjoyed interacting with everyone in San Antonio for the Petroleum Connection’s sand conference this week. Congrats to the organizers on another great event and we look forward to seeing you at the next one… here are a few quick thoughts from our time here this week. There’s …
Read More »Superior Silica Sands Issues Update On Wet Plant Fire, Which Tightened Eagle Ford Sand Supply
Developing news about a big issue for the Eagle Ford sand supply stack… 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 …
Read More »Public Pressure Pumper Roundup: Crew Counts & Expansion Plans
While OFS is getting credit for being disciplined and many companies across the oilfield value chain are echoing a chorus of “we are sold out”, some fleet expansion is still happening. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Here’s What We Know About The Newest Frac Sand Entrant After A Sit Down With The PB Materials Management Team
We had a chance to get to know the latest new entrant in the Permian frac sand market a little better. Here’s what we learned… 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 »Boots On The Ground Update Confirms New Midland Mini Mine Operations
Over the past month or two, we’ve been writing about a new mini frac sand plant in the Midland Basin. Although we haven’t been able to get into contact with the plant’s owners, we have managed to… There’s a lot more to this story… Login to see the full update… …
Read More »10 Things To Listen For This Week At The Big San Antonio Sand Conference Hosted By Petroleum Connection
We look forward to meeting up with industry friends later this week in San Antonio at the big sand conference hosted by the Petroleum Connection. Here’s a quick event preview… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »What’s PropX Up To? Tipping Boxes? Wet Sand Solution 2.0? “Sand Scorpion”? [Exclusive]
Over the past couple of weeks, posts have surfaced on LinkedIn showing a novel approach to wet sand container management from PropX (like this one, this one, and this one). Below is a slideshow with some of the videos and still shots we have seen surfacing online, followed by the …
Read More »ProFrac Still Very Positive On More M&A, But The Earnings Report Came & Went Without A New Deal Announced
We digested new datapoints from ProFrac this morning… 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 …
Read More »Deals Announced For Two More Mini In-field Mines For The Permian… But These Might Be A Longer Term Play
More sand hyper-local sand capacity is in the works, but it might stay in the works for a while… 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 »How Much Sand Will EOG Need In Their New Appalachian Play? Who’s Frac’ing For Them & Where? We’ve Got Some Answers…
EOG’s entrance into the Appalachian market could help to tighten proppant market conditions in a railed sand stronghold. 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 »New Proximity Damp Sand Mine Customer Revealed, Closing An Open Loop In Prior Infill Thinking Reports
Last week, we published two datapoints separately. Today, new revelations show that they go together… 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 …
Read More »E&P Inflation Projections Given This Earnings Season Are Right In Line With Infill Thinking’s October Survey Data
How do the inflation expectations being outlined by E&Ps this earnings season compare to our recent survey results? We discuss along with company-specific datapoints 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 »Public E&Ps Have Most Of What They Need For 2023 When It Comes To Rigs & Crews (Operator-By-Operator Fleet Rundown)
We have rounded up a series of operator-by-operator fleet data…. 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 …
Read More »10 Friday Follow Ups: In-Field Mine News, Damp Sand Trends, H2O M&A, Minions, Debris Fears, Permian Oil Oops, OCTG, & More…
Over the past week, multiple datapoints materialized in our channel checks, online, and in the news that extend threads begun in previous Infill Thinking research reports. We dig into some of these with quick hits here… Some, like the evolving Pioneer fleet turnover situation (which we predicted in advance) were …
Read More »Meet The Frontrunners To Replace The ProPetro Fleets Pioneer Is Releasing
Headed into 2023, the big fleet turnover changes we wrote about earlier this week have subsequently been announced. Now who will fill the void? We discuss our channel checks on the transition and why the hard part is just beginning here… There’s a lot more to this story… Login to …
Read More »4 Of ProPetro’s 6 Pioneer Crews Are To Be Released At Year-End, Confirming Prior Infill Thinking Reports
Headed into 2023, big changes are brewing in the 6-frac crew fleet that XYZ pumper runs for ABC operator (read full post for names and analysis)… 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 …
Read More »A Couple Thoughts As Permian Proximity Mines & Wet Sand Get Mainstream Attention
A big article on wet sand and “mini-mobile mines” in the press this week drove inbound from Infill Thinking members seeking data clarification on the trends. Some context on mobility and adoption rates / volume is needed here… There’s a lot more to this story… Login to see the full …
Read More »OCTG Prices Higher For Longer After Trade Case Outcome?
Cost pressure in OCTG has already been a topic of interest…. there is a key datapoint to watch in this story headed into 2023… 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 »A Big Permian E&P Is Rebidding Some Of The Six Frac Fleets It’s Had With A Preferred Pumper For Years
Headed into 2023, big changes are brewing in the 6-frac crew fleet that XYZ pumper runs for ABC operator (read full post for names and analysis)… 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 …
Read More »Who Else Is ProFrac Buying?
As M&A rumors swirl, we take a look at some recent disclosures that offer some interesting clues about future announcements… 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 »US Silica Is Mostly Sold Out Through 2024, But Still Not Adding Sand Mines
US Silica provided positive earnings and outlook this morning. Here are 5 key points… 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 …
Read More »Minions On The Wellsite? Another New Storage System Emerging From Canada
New last mile system spotted… 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 …
Read More »Getting The Rocks Out – New Damp Sand Equipment Aims To Puts Quality Control At The Blender
With damp sand usage increasing and operators exploring novel logistics / storage concepts (example), an emerging concern is rocks and debris getting in the product, finding their way into the blender, and then breaking or wearing out frac pumps. In this update, we sat down with a new team bringing …
Read More »How Much Is The Biggest Pumper Talking About Pricing? [Chart Of The Day]
Although the mainstream press will focus on the massive spot oil price month move (shock and awe of $130/bbl post Biden’s Russian oil embargo today), it’s important to keep in mind the context of the…. There’s a lot more to this story… Login to see the full update… To read …
Read More »Digesting Halliburton’s Comments Today On Pricing, E-Fleets, 4Q Budget Exhaustion, & 2023 Growth
Halliburton’s conference call this morning lines up well with some of our recent research and presents a positive fundamental framework for OFS into next year (albeit with growth coming at a slower pace now)… There’s a lot more to this story… Login to see the full update… To read this …
Read More »War On Talent Easing In The Oilfield?
After some chatter about shale labor pressure easing a bit, we turned to the hard data for indications of workforce size and cost trends. 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 …
Read More »Liberty Sees Frac Growth Trajectory Slowing – Inline With Recent Infill Thinking Survey Results
This week, Liberty talked quite a bit about.. As a general impression… 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 »Chatter In Frac Sand Deal Rumor Mill Reaches New Heights
Chatter about potential deals is heating up… 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 …
Read More »New Red Flags Raised In Permian E&P – Production Treadmill Speeding Up & Getting More Expensive?
A series of negatives for an E&P raises some red flags along the Permian’s oil production development path. 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 »Just The E&Ps…. Isolating The Operator Survey & How The E&P Outlook Differs From Broader Oilfield
We isolated just the E&P responses in our recent 2023 oilfield outlook survey to focus on what the customer expects next year… 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 …
Read More »2023 Outlook Survey Results Are In! [Charts & Commentary]
We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead outlook… 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 »Early Voting: Our First Impressions On Key 2023 Trends As Survey Results Pile Up
As more results flood in from our 2023 survey, we are starting to see some key trends… 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 …
Read More »Underrated Risks & Opportunities In US Shale [Voice Of The Industry]
Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about the market they work in now… 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 »Our 2023 US Oilfield Outlook Survey Is Live!
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 »Frac Sand Discipline In 2022 Bodes Well For Mine Owners In 2023 If Oil Prices Can Hold $90+
This year, sand producers are mostly demonstrating a focus on returns and capital discipline over growth. This behavior mirrors what we are seeing in E&P and drilling and completions. We discuss how this is translating into pricing, supply and demand fundamentals and provide numbers in this post. There’s a lot …
Read More »A Look At 3Q Shale Activity Data Shows Slowing Growth [Chart Of The Day]
In today’s data exercise, we reflect on some Q3 activity growth data trends. 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 …
Read More »5 Key Oilfield Water Takeaways From Houston
On Wednesday, Oct. 5th, we spent the day with the water midstream industry at the Houstonian… here is some of what we learned. CONFERENCE WEBSITE> 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 »9 Key Themes In Produced Water We Look Forward To Exploring At Wednesday’s Big Industry Event
On Wednesday, Oct. 5th, the who’s who of the water midstream and produced water sectors will converge at the Houstonian Hotel for a day of networking and knowledge sharing. We are excited to be participating and look forward to seeing many of you there. The delegate list is full of …
Read More »Will The Kermit-to-New Mexico Frac Sand Conveyor Project Be In Play Soon?
There once was a project idea, radical and transformational, based on disruptive thinking in sand transportation. It was put on hold. But will that always be the case? 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 »Quick Follow Up On Midland’s Next New Entrant Sand Miner
About 5 weeks ago, we wrote about a rumored new sand plant in the Midland Basin. Here’s the latest… 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 »What Happens To Oilfield Service In 2023 If Oil Prices Stay Put? [Chart Of The Day]
In today’s data exercise, we think ahead about the outlook for 2022 in shale… 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 …
Read More »How Many Truck Trips Are “Midland’s Minis” Saving?
As in-field frac sand mining proliferates around Midland, sand traffic is declining. In this post we do some math on how much… 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 …
Read More »Quarter In Review: Infill Thinking’s Top 10 3Q22 Updates
By The Stats – Membership Resources Provided During 3Q22 In the 90 days ending Sept 30, 2022, the Infill Thinking research team: published 67 independent research updates, emailed 23 original Infill Thoughts newsletters to active members, regularly updated Lium Database Downloads for data clients. Login to see what your peers …
Read More »Top 5 Permian Counties For Frac Sand Consumption [Chart Of The Day]
In today’s data exercise, we ranked all the Permian Basin counties by sand demand and we share the top five in this update… 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. …
Read More »Pressure Pumpers Step Up Rebundling Pressure
We talk through some of the latest bidding strategy we are hearing about from industry checks… 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, …
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