Infill Thinking Lifting the O&G knowledge curve

Most of our simulfrac series to date (5 installments listed below) have focused on operations and market ripple effects. But there are ESG benefits to consider as well…. More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking …

Want to know how many trucks are hauling Texas frac sand and who controls them? We don’t have all the answers, but we have some of them…. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

In this update we tally up a bottoms-up look at Lower 48 frac activity company-by-company… 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 …

feature photo image is of our favorite TexMex joint to hit up when we are in Kermit TX (tell them Infill Thinking sent you, and no they did not pay for this plug… it’s a PSA for our members in the interest of great food!) Infill Thinking keeps members abreast …

The pursuit of sustainable well cost savings is alive and well, and it’s paying dividends in E&P land. Tight oil economics have never been better, not even at $100 oil, as E&Ps find ways to pound well costs into the ground. Here’s the latest… There’s a lot more to this …

After publishing a detailed update on the DSL situation earlier this week, we heard directly from the administrator of the Candidate Conservation Agreement With Assurances (CCAA), Chris Jensen. After several email exchanges, Chris graciously agreed to an interview to provide some follow-up details, clarification, and additional information to Infill Thinking …

We caught up with Detmar Logistics CEO Matt Detmar this morning to follow up on the Hylion press release and we learned the following:… 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 …

This update is going to be about lizards. Specifically an elusive species that few people (if any) that live and work in the Permian have ever seen; but one that could none-the-less derail much industrial and economic progress in the most important oil Basin in the world. The dunes sagebrush …

With the DSL coming up more frequently in our offline conversations with Infill Thinking members, some of whom fear the worst on a listing event this year, we went digging to learn more and turned up some very interesting findings in…. There’s a lot more to this story… Login to …

feature photo image is of our favorite TexMex joint to hit up when we are in Kermit TX (tell them Infill Thinking sent you, and no they did not pay for this plug… it’s a PSA for our members in the interest of great food!) Infill Thinking keeps members abreast …

This week, we attended and participated in the only in-person produced water / water midstream conference held so far in the pandemic era – The Oilfield Water Markets 2021 Conference. And it was awesome to be back out there mingling with so many great industry folks. As the first event …

For the past couple of years, Permian sand has seemed hopelessly oversupplied. But WTX sand market won’t be loose forever… 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 …

As we prep for the Oilfield Water Markets 2021 Conference this week in Frisco, we are doing some advance research on what matters in water midstream and here’s what we found… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count 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 …

An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 …

Our channel checks reveal some interesting things happening towards the commoditized end of hydraulic fracturing market. 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, …

We are still waiting on a few more companies to report earnings in the oilfield; however, the lion’s share of the results are out and most calls are now behind us. So we went digging for the latest round of simulfrac talk, and we found new converts… There’s a lot …

What’s going on with the oilfield service addressable market defined by E&P capex budgets? Data-driven insights 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 …

A data-driven look at operating activity trends for the South Texas local frac sand mining industry. 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, …

A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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, …

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count 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 …

US Silica provided their 1Q21 results and rest of year 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 …

Why it matters: Aggressive recruitment from new entrants in the frac supply chain can signal shifts in the competitive landscape and rate/cost structures. Drivers are a hot commodity and in short supply. What’s New: Several weeks ago, we flagged a new entrant in sand hauling: 5f. The app-based hauler was …

Over the past couple of days, we’ve listened to the conference calls of Liberty, Patterson-UTI, RPC and Calfrac (together we estimate these pumpers have X% market share in Lower 48 frac market). Here are the key datapoints that have read-through to the broader frac market… There’s a lot more to …

Three weeks ago, we wrote about a new Permian sand mine opening. Now we know the rest of the 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 …

A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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, …

Today we continue our simulfrac series with a fourth installment discussing implications for bundling vs. unbundling. Previously on the simulfrac series: “why it matters” and a thematic primer, before diving into E&P spending pattern implications. When it comes to direct sourcing… There’s a lot more to this story… Login to …

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count 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 …

On their earnings call this week, Halliburton stated that rebalancing underway in the frac market right now is setting up a price recovery for pressure pumping in 2022. Absent some big shift in the current trajectory, we aren’t so sure… There’s a lot more to this story… Login to see …

Here in about 3 weeks (May 12-13 in Frisco TX), the produced water industry will once again gather in-person to discuss market trends. Hosted by our friends at the Oilfield Water Connection, the fast approaching Oilfield Water Markets 2021 Conference is the first in-person oilfield water event in more than a …

Halliburton’s conference call this week confirmed an Infill Thinking exclusive from six months ago… 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 …

We hear lots of things. Some of them bear repeating… 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 …

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count 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 …

The simulfrac trend is spreading fast in shale, and rightly so. Whatever frac efficiency metric you look at – whether it’s stages/crew day or stimulated feet per month or pumping hours per quarter or time on location – the step changes simulfracs are delivering are disruptive and mindblowing. The implications …

80% of Midland Basin seismic activity recorded in the past three years occurred in the last three quarters. Despite a recent seismic surge, we haven’t heard very much talk about the consequences or mitigation. This matters because… There’s a lot more to this story… Login to see the full update…  …

Sure, companies have developed coping mechanisms, but it’s still a big risk in the medium- to long-term outlook for U.S. oil production… 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 …

As most Infill Thinking readers know, E&P operators often require their pressure pumpers to use multiple size grades on shale / tight oil wells. In fact, several grades are often used in the same stage. Is that about to change?   There’s a lot more to this story… Login to …

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count 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 …

We hear lots of things. Some of them bear repeating… 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 …

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count 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 …

This week, we launched a new research series covering the implications of simulfrac adoption across the completions market. The series kicked off with thoughts on why it matters and future thought pieces will trace the trend’s ripples into specific niches of the US shale value chain (like sand and water …

The simulfrac trend is spreading fast in shale, and rightly so. Whatever frac efficiency metric you look at – whether it’s stages/crew day or stimulated feet per month or pumping hours per quarter or time on location – the step changes simulfracs are delivering are disruptive and mindblowing. The implications …

Big kudos to Pete Cook and the Petroleum Connection for hosting another great sand event in Houston this week. No one does it better than that team, and it was great to see everyone in person again. Here is some of what we learned… There’s a lot more to this …

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count 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 …

1Q21 was a whirlwind in the frac supply chain. We relived it here. Now it’s time to turn our eyes ahead to 2Q21, and we look forward to starting to do that this week at the in-person frac sand conference in Houston hosted by the Petroleum Connection. To gear up …

1Q21 is in the books and what a quarter it was… we look back on one wild ride to start the new year 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, …

In 2021, NWS and out-of-basin regional sands are finding some pockets of opportunity for re-entry in the Texas market. And we believe this is almost entirely due to… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Over the past week, we’ve been sharing a series of data-driven reports on Permian frac sand volume trends. First, this chart of the day showed Permian proppant consumption returning to peak. The peak Permian sand piece prompted good questions about how sand can return to prior highs in an environment …

Last week we shared a chart of the day showing Permian sand volumes returning to within 10% of the all-time best quarter in 2021 and breaking the record in 2022. That research prompted some rational thinking and questions, both from our members in the comments section and the EFT crew …

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count 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 …