Today we are in Houston meeting with oilfield market participants engaged in the industrial minerals supply chain for drilling and completions at the IMFORMED conference. Here is some of what we have learned at the event so far… There’s a lot more to this story… Login to see the full …
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Frac Sand Trends, Data & Key Takeaways For Houston Oilfield Minerals Conference This Week [Chart Of The Day]
This week, we are honored to be presenting the frac sand outlook for the IMFORMED Industrial Minerals conference in Houston (link) leveraging Lium data. Lium data clients are welcome to download the full presentation here. Here is are the themes we are addressing in the presentation outline followed by a “chart …
Read More »Rig Dayrates Are Moving Up Faster Than Ever Before As Rig Count Pops Again
What to expect in rig count and DUCs going forward? 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 membership has …
Read More »Before… And …After. Tight Oil Thesis Testing In Ft. Worth This Week
This week, we attended the large oilfield conference in Ft Worth. We walked in with 7 key themes in mind and tested these in conversations with industry contacts at the event. Here is what we learned about the tight oil narrative for 2H22+… There’s a lot more to this story… …
Read More »Smart Sand’s Proppant Market Outlook
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 …
Read More »E&P Frac Fleet Counts, Operator-By-Operator
Latest tallies on frac fleet counts by operator… 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 »Follow Up: Who Is Looking At Developing Frac Sand In SE NM? We Found Out! [Exclusive]
Earlier this week, we wrote about sand mines coming to southeastern New Mexico. After some investigative journalism, we’ve learned a lot more than we knew earlier 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, …
Read More »Here Comes MORE Delaware Basin Sand… Who Is This For??
Looks like somebody’s gonna build a sand mine in New Mexico.. 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, …
Read More »Upward Revisions To 2022 E&P Capex Programs Come Just A Few Months After Budget Announcements! [Shale Spending Stats]
E&P spending plans are evolving rapidly… 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 …
Read More »New Revelations About EOG’s Sand & Water Supplies In Texas
In this update we put two and two together to illuminate EOG’s new Permian sand procurement strategy to get sand closer to the wellhead. 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 »What The E&Ps Are Saying About Sand & Pipe Constraints & Runaway Cost Mitigation
In a related piece this morning, we discussed inflationary pressures and how E&P budgets are responding. Here are more specifics on the drivers of these inflationary pressures… 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 »What The E&Ps Are Saying About Inflation & Capex Budget Hikes
E&P spending is moving… 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 …
Read More »The Power Of SimulFracs [SimulFrac Series]
There’s new disclosures on moving the efficient frontier higher in simulfrac world… 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 »A Big E&P Discloses The In-Field Sand Mine We Visited In March. More Importantly, They Want To Deploy More Mini-Mobiles…
In March driving around out in the Permian, we laid eyes on the frac sand industry’s newest plant…Today, the E&P customer behind it talked all about it for the first time… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Good News Could Be Brewing For E&Ps In The Last Mile Market
An interesting / surprising inflection in the mainstream narrative around trucking is worth watching for everyone 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 …
Read More »Here’s What The Pressure Pumpers Are Saying About Fleet Expansion As Prices & Demand Increase
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 »Everything You Could Possibly Want To Know About Alpine Silica – Including How Much They’ve Made & Spent
We just got a massive download on the Alpine Silica mine owned by Profrac… 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 »US Silica Is Riding The Frac Sand Pricing Wave And Rail Constrained
US Silica provided their positive results and outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… 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 »New Evidence Of Rail Constraints for NWS & A Silica Dust Rule PSA
Thesis tracking on recent prediction about more NWS by rail challenges shows evidence piling up. Plus, are the silica dust rules for mines about to change? 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 »Frac Sand Mine Activity Trends – Doing More With What You’ve Got [Chart Of The Day]
This week, we have an update on local sand mining 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 to Infill Thinking, or your membership has expired, …
Read More »Is NWS Growth Landlocked? Rail CEOs Are Getting Grilled Today Amid Lurid Complaints Of Unreliable Service
NWS is more expensive, but it’s more reliable and if you pay for it it will definitely be there on time. Right? Right guys? Hmm… 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 »Liberty Sees Rebundling, Past-Tense Sand Crisis, Modest HHP Pricing Gains Ahead, & Not Much New On Wet Sand…
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 impression… There’s a lot …
Read More »New Permian Well Permit Demand Is Cooling Off In April
What to expect in rig count and DUCs going forward? 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 membership has …
Read More »In Other News… The Calm B4 Another Sand Storm? Hedges Hurt, Revolvers Help, $3bn? More HHP, People On The Move & more…
A variety of datapoints crossed our desk and surfaced in client meetings this week that didn’t warrant a full update but are certainly worth a mention and impact the frac supply chain. Here are the nuggets that stood out to us…. There’s a lot more to this story… Login to …
Read More »An Uptick In Frac Sand Prices Next Month Is Coming. It Has Nothing To Do With Mines [Chart Of The Day]
Mine-gate prices have been a source of inflation in well costs this year, but the mine-gate might not be where customers experience the next round of pain… 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 »Reuters Says Atlas Sand Is Considering IPO, Valuing Company At Two To Three Billion Dollars
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 …
Read More »Halliburton: “The Sand Shortage Is Over, We Sent More NWS Trains To The Permian, & We Are Raising Frac Pricing”
Halliburton’s conference call this week echoed research presented in Infill Thinking’s recent stream on completions trends around pricing, materials and logistics… 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 …
Read More »Everything You Could Possibly Want To Know About A Top Five NWS Plant
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 …
Read More »Eagle Ford Sand Buyers Face More “Pain At The Gate”
Today we follow up on a series of recent reports on Eagle Ford sand market chaos (including this one from mid-March and this one from early-April) with the latest crazy datapoints… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »2nd Biggest One-Week Rig Pop Post-Covid
What to expect in rig count and DUCs going forward? 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 membership has …
Read More »Stagnant Sand Pumped Per Crew Day Exacerbates Well Cost Inflation Pain [Chart Of The Day]
Frac efficiency has stagnated over the past several quarters…. 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 …
Read More »7 Horsemen Of Peak(ing) Sand [Friday Fun]
A little Friday fun to make you smile before the week is out… 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 »More Damp Sand In Permian As Producers Work With What They’ve Got
In a separate report this morning, we wrote about the conservative approach that local sand producers in the Permian are taking in response to strong market signals. In that report we mentioned two key trends in the supply base and here we discuss an example of both… There’s a lot …
Read More »Conservative Permian Frac Sand Producer Behavior Suggests The Market Stays “Higher For Longer”
In the Permian Basin, frac sand production capacity growth has been… 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, …
Read More »The Eagle Ford Sand Situation Is Getting Worse Before It Gets Better
About three weeks ago, we penned this report on the challenges of finding sand in the Eagle Ford shale, a basin that is near the top of the U.S. shale plays for drilling activity increases so far this year. Here’s what’s new… There’s a lot more to this story… Login …
Read More »3 Boxes. 1 Trailer. 5 Miles.
An innovation in last mile logistics for frac sand comes to light 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, or your …
Read More »Gas Plays, Eagle Ford, and DJ Basins Are The 1Q22 Drilling Standouts [Chart Of The Day]
What’s the Baker Hughes rig count missing during 1Q22? Oh, and the top basins by rig count… 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 …
Read More »Quarter In Review: Infill Thinking’s Top 10 1Q22 Updates
By The Stats – Membership Resources Provided During 1Q22 In the 90 days ending March 31, 2022, the Infill Thinking research team: published 76 independent research updates, emailed 24 original Infill Thoughts newsletters to active members, regularly updated Lium Database Downloads for data clients, moderated a frac sand panel discussion …
Read More »Pressure Pumper Talks About Big Downtime From Frac Supply Chain Shortfalls (Sand, Water, Trucking)
Sand, water and trucking aren’t easy and multiple pressure pumper have been fighting an uphill battle on these fronts. One pumper talked about the challenge 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 …
Read More »The State Of Sand In The Haynesville Shale – Demand, Pricing, & Supply Updates
We are planning a Haynesville completions supply chain field trip. Ahead of that, we provide an update on market conditions and new mines in the basin in this report. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Roll Up Your Sleeves – Plug & Perf Alternatives Deserve Another Look As SimulFracs Evolve [SimulFrac Series]
There’s some new buzz building in simulfrac world… 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 »Shale Gas Rig Count Is Nearly Back To Pre-Covid Highs. Oil Is Not. [Chart Of The Day]
With contacts in the Haynesville telling us how busy they’ve been, we take a look at gas v oil drilling trends 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 …
Read More »Yep. They Are VERY Busy At The Permian’s Biggest Sand Plant!
What happens in the Permian makes it to the Infill Thinking newsletter, especially when we drive 1,200 miles across the basin in two days gathering intel for readers! Check out an update on a sand plant in this post. There’s a lot more to this story… Login to see the …
Read More »Site Visit To Delaware Basin’s 1st “Independent” Mini Wet Sand Plant
This week in the Permian, we laid eyes on the frac sand industry’s newest plant… 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 »Following The Breadcrumbs On The New Permian Wellsite Storage System Deployment
A last mile system design new to the Lower 48 but experienced abroad made its Permian debut and we think about clues around the “who”… 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 More Effective Rebundling Catalyst Than Pressure Pumper Marketing? Unbundling Can Increase “Bungling” Risks In This Sand Market
Unbundling works until it doesn’t. And some E&Ps are finding that it doesn’t right 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 Infill Thinking, …
Read More »Small Private E&Ps Are Now The Majority In Shale Drilling
With the news last week that Black Mountain Oil and Gas spud their first Eagle Ford well, we went into our own dat well to find… 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 »Sand “Rationing” In South Texas As Eagle Ford Proppant Market Swings Into Undersupply
South Texas frac sand market has taken a turn for the worse if you are buying sand… 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 »+1 Storage Solution Competing For West Texas Wellsites
A last mile system design new to the Lower 48 but experienced abroad makes it’s Permian debut… 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 »Pipe Shortages Are Slowing Shale Down In 2022 [Friday Guest Post]
Access to OCTG has become a critical concern in today’s oilfield. When OCTG issues or concerns come up, we know just who to call to get answers… In this update, see five key OCTG market questions answered by the leading independent market researcher in this oilfield category… There’s a lot more …
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