Latest Thoughts

‘Twas The Frac Before Christmas

A little holiday cheer from your friends at Infill Thinking ‘Twas the frac before Christmas, when all around the well Not a frac hand was stirring, or even a DSL; The frac sand was late, stored at transload with care, In hopes that a pneumatic trailer soon would be there. …

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The Top 10 Infill Thinking Updates Of 2017

Subscribers will relive a lively year of action by seeing the top research updates Infill Thinking published this year. We also revisit the amazing guest posts shared by 21 contributing subscribers this year. Our readers are the smartest in the business! There’s a lot more to this story… To read …

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All I Want For Christmas Is A New Frac Spread

50% of the 70 industry respondents to our recent 2018 outlook survey predicted that the US frac spread count would return to the prior cyclical high (450) next year. In our analysis of the survey results, we noted that this development would require material frac horsepower newbuild orders to be placed. …

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Unimin + Fairmount Santrol Becomes A Reality

Unimin and Fairmount Santrol have decided to combine in a merger expected to close mid-2018. The deal will create the largest frac sand supplier in the US. The merger of these two sand bellwethers has been rumored “seriously” since October and “casually” since well before that. In fact, back in …

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Is It Really Different This Time? [Chart Of The Day]

We believe the recent surge of returns-focus rhetoric from E&Ps is having a considerable impact on consensus expectations for US shale E&P spending. This was evident in our recent survey, where participants expressed a bullish view on y/y oil price trends yet waxed conservative on the spending outlook. In this …

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It Took Just Over 400 Frac Sand Trucks To Break A STACK Record [Follow The Leaders]

We did some math on the record breaking well announced by the STACK leader this week. 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 here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …

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Establishing A 2018 Tight Oil E&P Capex Growth Floor? The Most Budget Conscious E&P Set A 16% 2018 Increase Vs. Prior 2017 Plan

Anadarko’s 2018 capital spending program was released Thursday morning. It is one of the first detailed 2018 E&P budgets to be released this budget season. Given their focus on discipline and returns and leadership in crafting a sustainable framework for developing tight oil, Anadarko’s E&P capex budget should help establish …

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Checking In With The New Frac Sand Exchange

We provide an update on the industry’s first frac sand exchange and a look behind the scenes at some new features the platform is rolling out. 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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Permian Frac Sand Scattershooting Part 2: Smart Sand’s Plan, Well Performance, New Contracts, Delaware Usage

Another installment in our popular series of tidbits on Permian Basin frac sand mine scene happenings. 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 here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …

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