Latest Thoughts

High Roller Sand Resumes The Ramp Up

Shortly after pressing send on an early-February 2018 edition of the Infill Thinking newsletter, we hit the road in Odessa bound for a visit to High Roller Sand’s Kermit frac sand plant. The facility had been open less than a week at the time of our visit, about four weeks …

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You Have To Be A Policy Wonk To Predict OCTG Pricing In 2018

A look at the latest import data, trade protection measures, and capacity and pricing commentary from a market leader. 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 …

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DSL Plot Will Thicken As The TCP Is Re-Written

Here lately, the DSL has taken a back seat to other risks like trucking. But now it’s little head is popping up in the sand. Here’s the very latest on this species saga. There’s a lot more to this story… To read this update and receive our research newsletters, you must …

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Yesterday Wells Froze, Today Rail Cars Are Stuck, Tomorrow It’ll Be R&M, Labor & Trucking [Permian Points 2]

This is our second installment of Permian Points (oilfield service market quick hits) after devoting a full week to boots-on-the ground reconnaissance in the Permian Basin in February (revisit part one here). We met with industry contacts, visited facilities, and made observations from the road. Here are some of our key takeaways, thoughts, …

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US Silica Conference Call Highlights [Live Blog Has Ended]

We live-blogged our notes and thoughts from the US Silica earnings conference call on 2/21/18… 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 analysis …

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Meet The Big, New In-Basin Eagle Ford Frac Sand Plant On The Block [Exclusive Conversation With Company]

We’ve learned exclusive details on the latest Eagle Ford in-basin new entrant after speaking with a company representative about the project. 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.) …

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A 2nd New Eagle Ford Sand Mine Surfaces In As Many Days…

We examine the news of a second Eagle Ford frac sand mine, the second this week and it’s only Tuesday. 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 …

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Universal Starts Pumping In-Basin Sand; Sees E&Ps Testing And Adopting It, Not Rejecting It…

Check out what Patterson-UTI management said about local sand usage last 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 analysis and commentary New …

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Pioneer The Permian Pure Play: 2018 Capex Will Be 10% Above Adjusted 2017 Spending

We break down Pioneer’s Permian news from yesterday evening. 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 analysis and commentary New angles on stories …

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A Permian Door Opens As A Brady Door Closes

Exclusive details about the Brady plant closing and what’s next for its owner. Hint, everything on wheels is headed to the Permian… 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 …

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In The News & On The Road…

In The News: Infill Thinking Insight Featured In Nationwide NPR Marketplace Broadcast Infill Thinking founder Joseph Triepke was interviewed this week by NPR’s Marketplace for a feature piece on Permian E&P growth. The piece aired from coast to coast on Wednesday January 31, 2018. We invite you to take a …

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Permian Basin SWD Conference Call Takeaways

A few key points we found fascinating on the Permian basin produced water market and SWD situation in this update from a webinar hosted by Digital H2O on Wednesday. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If …

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5 Quick Hits From The Latest Oilfield Service IPO Filing: More Frac Newbuilds, Follow-Me Rigs, Silica Regs and more…

Diversified oilfield service provider Quintana Energy Services Inc. filed an amended S-1 this week for their $160mm IPO. The company operates a diverse roll up of product service lines consisting of directional drilling, pressure pumping (209k frac HHP), pressure control, and wireline services. From Mid-Con roots, Quintana’s footprint has spread …

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