Ever wonder what the actual capex, cash operating cost, sales price at the mine-gate, volume forecast, etc. looked like for one of the nation’s biggest frac sand mines? Wonder no more, constant readers, wonder no more…. There’s a lot more to this story… Login to see the full update… To …
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Thoughts on E&P spending for 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 a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss …
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This is a developing story… 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 …
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In this update, you’ll find key takeaways from the company’s earnings call that are relevant to the broader frac supply chain marketplace. 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 …
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4Q earnings seasons always drag on forever, but last week was the exciting part for oilfield observers. 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 …
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What’s new in the nat gas crash? Who’s working where? 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 …
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What firm just had a big leadership change and who took over? 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 Infill Thinking, or your …
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US Silica provided their first outlook commentary given in 2023 this morning. Here are 7 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 …
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A bullet point roundup of miscellaneous odds and ends in the frac sand world this week… 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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One of the biggest Permian land owners talks about plans for four new in-field wet sand mines and expects to begin operations this 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 …
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What’s new in the nat gas crash? 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 …
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In the future, we’ll likely look back upon 2023 as the key inflection point in the e-frac trend. 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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A year ago, a public sand company bought an idle mine after its owner restructured from bankruptcy. Here’s the latest on what they are doing with it. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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4Q earnings seasons always drag on forever, but we are almost to the exciting part for oilfield observers. 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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What’s the latest on that new local sand mine up in the Marcellus/Utica that opened in late-2021? In this update, 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 …
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4Q earnings seasons always drag on forever, but we are almost to the exciting part for oilfield observers. 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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We have visual confirmation that a new Scorpion system has deployed in the Haynesville and is now working on a bundled Liberty frac crew acquired in the One-Stim transaction… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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The tip of the spear in shale gas drilling is (Private E&Ps drilling) is clearly pointing lower now. 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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We discuss a large pumper’s growth plans… 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 …
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Widely relied upon public data is causing a false sense of security about the resilience of shale gas activity. 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 …
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We recently had a chance to visit a MidCon frac job to see a brand new last mile logistics solution in action. We share what we saw, photos, and analysis on market implications. There’s a lot more to this story… Login to see the full update… To read this update …
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New details on a new frac startup company after catching up with management… 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 …
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New details on a privately-held last mile logistics solution in the frac supply chain. 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 …
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The Atlas Energy Solutions S-1 filing is the gift that keeps giving… information that is… here we share more takeaways as we continue to peruse the document. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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The Atlas Energy Solutions S-1 filing is the gift that keeps giving… information that is… here we share more takeaways as we continue to peruse the document. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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Today we have prepared the following bullet point summary to update members on the Texas frac market following this week’s winter weather event in the southwest. 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 …
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Earlier today, we updated our Wellsite Storage system count file for data clients (download link). As a key takeaway, our estimated count for…. 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. …
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We are setting a calendar reminder for 2050 to revisit this post and see who’s right! 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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This is a developing story… 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 …
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In the Permian, we hear much less about sand driver shortages than we used to here recently. Not so in the… 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 …
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With concerns growing about a gas fracing slowdown, we analyze fleet composition for the total US and the gas plays in particular. 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 …
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Widely relied upon public data is causing a false sense of security about the resilience of shale gas activity. 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 …
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The pumpers had some interesting things to say this week… we break it down 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. If you are new to Infill Thinking, or …
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This week, we spent some time interacting with executives and senior finance folks from outside our core O&G rolodex… 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 …
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A variety of interesting shale datapoints and anecdotes popped up in our research this week that didn’t warrant a full Infill Thinking write-up but are none-the-less worthy of a mention. Here are several of them: There’s a lot more to this story… Login to see the full update… To read …
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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 …
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Today, we have updated our bottom up US frac sand mine monitor for data clients (download link), tracking activity at more than 140 frac sand producing sites across the Lower 48. As a key takeaway… There’s a lot more to this story… Login to see the full update… To read …
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This week we’ve heard some anecdotes about the frac market that sent us into our data library to provide some context with hard numbers for a very important trend… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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Permian local sand availability 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 expired, please email us to discuss our …
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A big Frac Franchise is teaming up with a big Football Franchise… some thoughts on yet-to-be-officially-announced deal. 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 …
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Happy New Year! Our 2022 predictions from a year ago did pretty well (link), so we are giving it a go again this year. Here are 10 predictions on what’s coming next in the oilfield marketplace… There’s a lot more to this story… Login to see the full update… To …
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Predicting the rig count is hard to do… here’s a brief recap of some notable recent predictions and how they are evolving as the oilfield activity cycle enters a more stable phase. There’s a lot more to this story… Login to see the full update… To read this update and …
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Who controls the nameplate capacity in the Lower 48 local sand market? We quantify share and share some observations about the supply stack’s ownership. 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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Next week, we’ll put our necks on the line by publishing predictions for the shale outlook in 2023. Admittedly, the outlook is a bit ho hum this year by oilfield standards. That’s not to say we won’t have some fireworks though. So to spice things up a bit before the 2023 …
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As most of you reading this know, EOG is critical to the addressable market in oilfield service. In this update we go asset by asset and digest the management’s development philosophy and perspective on their different plays. There’s a lot more to this story… Login to see the full update… …
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On Monday in the Permian,… 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 …
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A question we get from industry contacts from time-to-time is “what’s the price spread between wet and dry Permian sand.” So here we did some math and reverse engineered a wet/dry price spread… interesting exercise, and we share it plus some implications. There’s a lot more to this story… Login …
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Login for the details on a new bankruptcy happening in frac sand well past the industry’s bankruptcy cycle of 2020… 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 …
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A variety of interesting shale datapoints and anecdotes popped up in our research this week that didn’t warrant a full Infill Thinking write-up but are none-the-less worthy of a mention. Here are several of them: There’s a lot more to this story… Login to see the full update… To read …
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After canvassing quite a few contacts in the supply chain this week, it appears to us that the… 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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Infill Thinking Lifting the O&G knowledge curve
