Infill Thinking Lifting the O&G knowledge curve
Infill Thinking’s 1st Annual Frac Sand & Logistics Consumer Report Is Available For Purchase
Latest Thoughts
It’s The Frac Frac’iest Season Of All! – Infill Thinking’s 2023 Christmas Song Is On Spotify!
A Permian Damp Sand Plant Takes A Winter Break – It’s Not ALL Additions To Damp Supply This Year…
Oxy / CrownQuest Have A $12bn Deal – Quick Operational Thoughts
Just The E&P Responses To Our 2024 Outlook Survey [Charts]
What’s Does 2024 Have In Store For Shale? Survey Results Are In! [Charts]
Hot Takes On Damp Sand [Voice Of The Industry]
Underrated Oilfield Themes To Watch In 2024 [Voice Of The Industry]
Quick Macro Thoughts… Tight Oil’s Structural Change And Frac Sand Addiction
Top 10 Well Spudders By Basin [List]
Permian Damp Sand Capacity Grows Again [Data Alert]
3 Takeaways From Early Results In 2024 Outlook Survey
Chime In: Our 2024 Oilfield Market Outlook Survey Closes In 3 Days!
Rigs & Frac Crews Operator-By-Operator As The Year Winds Down
We Found A New Wet Sand Mine In The Permian From A Familiar Name [Data Alert]
There’s more damp sand becoming available in the Permian, continuing a trend we quantified recently here. Specifically, we’ve identified a small new wet sand mine that is operational now, located south of Odessa. Vista Minerals (formerly Vista Proppants and Logistics) is behind the project. Although we’ve heard some rumblings about …
Read More »Lone Star Sand’s Message To The Market: “Come And Get It!”
Permian Market Fragmentation Study – Consolidation Across Key Oilfield Categories
5 Things That Grabbed Us At The Largest Frac Supply Chain Conference In 4 Years
Here Are The Latest Frac Crew Counts By Pumper After 3Q23 Earnings Updates
E&P Operators Dial In 2024 Service Cost Expectations
Something To Be Grateful For At Thanksgiving Feast… Rigs Aren’t Going Down Anymore At Least
ProFrac Talks About A 35% Rebound In Their Frac Crew Count, While Patterson-UTI Thinks Frac Is “Bumping Up Against Drilling”
Texas Local Sand Spot Prices Fall To New Lows In November [Data Alert]
Frac Sand Scattershooting – Wet Sand Trimulfracs, Sand Consumer Report, and Free Water With Damp Sand…
What’s Left In The E&P Spending Tank For 4Q23? [Data Alert]
10 Things To Talk About Next Week In San Antonio At The Biggest Sand Event Of The Year
Oilfield Water Drops From Earnings Season So Far… Consolidation, Reuse, & Volume Growth
US Silica’s Market Outlook
ProPetro’s 4Q Warning And Low 2024 Growth Frac Outlook
Permian Water Paradigm Shifting [5 Takeaways From Houston Conference]
Atlas Shares Sand Market Outlook
How Many Wellsites Might Be Using Damp Pile Systems By Early 2024?
Permian Wet Sand Capacity Really Ramped Up Over The Past 12 Months [chart of the day]
Chevron Points To Some Familiar Culprits In Permian Production Slip
Permian Frac Sand Nameplate Capacity Edges Above A Big Milestone [Data Alert]
Spot Exposure Comes Back To Bite In Frac
Halliburton’s Frac Outlook
Slurrying Sand To Stateline Frac Pads? Another New Permian Sand Entrant To Watch…
Thinking About OFS Implications In Another E&P Mega Deal
Join Us In Houston & The Hill Country For Talk About Water And Sand Over In The Coming Weeks?
Houston – November 2nd – our research team is speaking at the biggest executive event in oilfield water management of 2H23. 5th Annual Oilfield Water Industry Update ~200 senior decision makers from oilfield water (strong participation from C-suites and E&P execs) 2024 outlook will be in focus in this critical …
Read More »Liberty’s “Boring” Frac Outlook
3Q Sand Plant Activity Data Lines Up Nicely With Our Completions Estimate [Data Alert]
Small / Private E&P Rig Count Flattening Out [chart of the day]
Earnings Season Preview: 5 Key OFS Themes To Watch As Reports Begin Tomorrow…
Meet K2 Sands – A Chat With The Wellsite Pile Pioneers Now Rolling The New Storage Approach Out At Scale
Sand Stats – Proppant Usage Context For The Permian MegaDeal
XOM / PXD Value = 1/4th Of All Shale E&P Consolidation For Past 6 Years! [Chart Of The Day]
This Is One The Few Times That A Big E&P M&A Deal Has Some Things To Like For OFS
Without A Deal (Or A Denial) Yet, We Take A Look At D&C Fleets For XOM and PXD Over Time
As Boxes & Silos Turn 10 Years Old, A Look At Wellsite Storage System Trends [Data Alert]
