Latest Thoughts

The Top Infill Thinking Stories, Charts, And Debates Of 2Q17

Infill Thinking membership tripled over the past three months. Before we review 2Q17 research highlights, here is some color on readership. As of July 2017, Infill Thinking readership is comprised of analysts, business people, and executives categorized as follows: If you haven’t subscribed (or renewed your free trial yet), please …

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The Reconstruction Of The Jackup Market [Guest Post]

Deepwater attracts most of the attention paid to offshore drilling, but shallow water rig demand has improved recently stirring up some hope that perhaps the jackup segment may offer better relative recovery prospects offshore. We asked Infill Thinking subscriber Liz Tysall (a Senior Rystad Energy Analyst who has been following …

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How Far Can Shale Grow On Run Flat Tires?

E&P transcripts we’ve seen from recent investor conferences have been pretty upbeat all things considered. Why? Oil prices are sub-$45 and under pressure. Well, shale has some tricks up its sleeve that allow it to keep going, and we break them down here. There’s a lot more to this story… …

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US Silica Files Permian Mine Permit

Back on June 12 US Silica announced their entrance into the Permian Basin frac sand mining space. This week, new details have emerged… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew …

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Hi-Crush Permian Frac Sand Mine Progress Picture

A quick update on Hi-Crush’s new Permian mine here – specifically a picture shared with us taken from just outside their facility a few days ago. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial …

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The Largest Gas Producer Endorses A Conservative Unconventional Movement In The Shale Gas Revolution [Follow The Leaders]

Infill Thinking’s Follow The Leaders series distills key unconventional E&P strategies into real-time, digestible updates. The goal? Uncover future business opportunities and risks. Today we take a look at a new value creation strategy outlined by the leader in natural gas. The meaning of value creation in shale gas has changed. There’s a lot …

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Permian Frac Sand Mine Scattershooting Part 2

Over the past several weeks, we have spoken with many industry contacts close to the Permian Basin frac sand mining scene. Our channel checks have revealed insights on geology, plant progress, challenges, tone shift, and contracting activity. In a two part series starting last week and concluding today, we are …

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Permian Frac Sand Mine Scattershooting Part 1

Over the past several weeks, we have spoken with many industry contacts close to the Permian Basin frac sand mining scene. Our channel checks have revealed insights on geology, plant progress, challenges, and contracting activity. In a two part series starting today and concluding next week, we are chronicling some …

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Mammoth Prices A 3-Year Take Or Pay Frac Sand Contract At $44/ton

Mammoth Energy Services announced Thursday that it has signed a three-year take or pay deal to provide Wisconsin frac sand to an undisclosed pressure pumper. The contract contemplates annual volumes of 720,000 tons comprised of several different grades including 20/40, 30/50, and 40/70. We have thoughts on pricing relative to recent benchmarks, what …

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For Most Sand Miners, This Bad News Is Actually Good

Is it counterintuitive to view a court ruling against an industry participant’s expansion plans as a good thing? Yes. However, in a niche where oversupply fears have crushed the stocks of publicly traded incumbents, maybe a legal governor on the expansion plans of the few can serve the greater good. …

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EOG Resources On Multi-Laterals, The Next Big Thing, & Competitive Advantage In Shale [Follow The Leaders]

Over the past two weeks, three different EOG execs spoke at three different investor conferences. Reviewing their commentary and separating signal from noise, here’s the latest on this E&P leader’s field tactics and development strategy. There’s a lot more to this story… To read this update and receive our research newsletters, you must …

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Fridays In March 2017 [Recap]

As an Infill Thinking subscriber, you have some very good company. Executives, analysts, traders, salesmen, investors, academics, attorneys, regulators, and engineers from all across the oilfield now take Infill Thinking. We are humbled by the brain power of the folks we write for. That’s why we decided to do something …

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Hi-Crush Now Hiring Miners In Kermit

  The first chapter in the Permian Basin frac sand mining story was the land grab (who was buying what where) and debate on viability. The 2H17 chapter will be execution, lab results, construction progress, and sales (whose construction is on time, whose deposit is better). One of the best datapoints to …

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Halliburton’s New CEO Talks Sand, Stage Pricing, Labor Shortage, Frac Newbuilds, Sandbox, One-Stim, Int’l Outlook

Newly minted Halliburton CEO Jeff Miller spoke earlier this morning at the UBS conference in Austin, TX. Although he’s no stranger to the investment community, this was his first presentation since being named Dave Lesar’s successor. In a wide-ranging “fireside chat,” Jeff shared market insight on frac sand availability, logistics, completions …

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Infill Thinking Research Findings Are Making News Thursday Morning

  In a feature story on Bloomberg News Thursday morning, several research updates issued by Infill Thinking recently are featured prominently. Check out Joe Carroll’s latest must-read below… Fracking Crew Shortage May Push Oil’s Biggest Bubble Into 2018 Shale explorers pushing to expand oil production are struggling to find enough fracking crews …

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