Several quick but big items caught our attention this week… 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, …
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ProPetro Expects Flat 2024 Frac Activity, Not Losing Sleep Over Depressed Diesel Fleet Spot Market
From ProPetro last week, we heard … 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 email us to …
Read More »People On The Move In The Frac Supply Chain
Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. Here we discuss some recent changes across various companies in the frac supply chain. There’s a lot more to this story… Login to see the full …
Read More »In Other News… Wet Sand Revolution Follow-Up, CHK Cuts Deep, +1 E&P Deal, Well Soaking, & More…
Several quick but big items caught our attention this week… 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 …
Read More »Your Eyes And Ears On The Frac Sand Stage — Mapping The Mines [DATA ALERT]
Today we have added a new resource for clients of our premium data service 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 …
Read More »+2 Permian Wet Sand Plants & 4Q23 Activity Update [Data Alert]
Important sand supply update in the Lower 48’s largest frac sand 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, or your membership has …
Read More »Another New Permian Sand Mining Entrant Coming In With A Kermit Production Facility…
We learned about another new damp frac sand plant in the Permian Basin coming online in 2024. 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 …
Read More »Celebrating Our 700th Newsletter Edition And 6 Years Of Independent Research. Have You Ever Wondered How Infill Thinking Got Its Name?
This Tuesday, Infill Thinking’s twice-weekly newsletter celebrates a nice milestone. We are shipping our 700th edition! Issue #1 was sent to a handful of early subscribers way back on October 21, 2016. 699 editions, thousands of readers, over 2,300 research reports published, and 6 years later, Infill Thinking is still …
Read More »A ‘Coming Soon’ Sign, A Surprise Phone Call, And Revelations On A New Permian Frac Sand Miner [EXCLUSIVE]
We caught up with the team behind a new frac sand mining initiative in West Texas to learn more about their growth plan… 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. …
Read More »Nat Gas E&Ps Lighten Up Their 2024 Programs As The Commodity Price Flounders
Here we catch up on how gas-focused E&P plans are adapting to the rapid collapse of natural gas prices so far this year. 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. …
Read More »“Relatively Steady” Is Patterson-UTI’s Drilling & Completions Outlook
Read-through to the D&C market from a leading player in both rigs and frac crews today… 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, …
Read More »Alpine Silica Spinco… Standalone Frac Sand Going Public Again?
Quick thoughts on a potential new ipo in the proppant space… 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, …
Read More »South Texas Sandemonium Continues…
Today an update on a tough situation for pumpers and E&Ps in the South Texas 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, …
Read More »E&P M&A Off To A Rip-Roaring Start In 2024 [Chart Of The Day]
Refreshing our upstream consolidation monitor after FANG/Endeavor, a few thing stand out… 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 …
Read More »Oilfield Service Read-Through In The Latest E&P Mega-Merger
The great Permian E&P consolidation spree continues with another big deal… Here are some quick thoughts on OFS implications in the transaction: 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 …
Read More »Blue Diamond Proppants Report
This week, we learned more about new local frac sand mines planned for a basin in the Lower 48 and updated an Excel database for clients to download. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »XCL SandCo Report
This week, we learned more about new local frac sand mines planned for a basin in the Lower 48 and updated an Excel database for clients to download. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Utah – Get Me Two! [NEW MINES & DATA UPDATE]
This week, we learned more about new local frac sand mines planned for a basin in the Lower 48 and updated an Excel database for clients to download. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Frac Conference Quick Thoughts
This week, we are attending a large industry event, and here are some things that stood out to us from our conversations there. 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. …
Read More »South Texas Sand Update [Quick Hits & Data Downloads]
This week, we are catching up on sand trends in south Texas and documenting what we have uncovered… 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 …
Read More »Super Majors Need To Build More Permian DUCs In 2024
How are two of the biggest oil companies in the world thinking about shale development programs this year? 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 …
Read More »A Look At Permian Seismicity Trends As Delaware Spike Causes More Aggressive Regulatory Response [Chart Of The Day]
Something to keep an eye on in the Permian this year… 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, …
Read More »Update On Permian Sand Scramble – Situation Better But Still Not Normal
Field checks on seasonal sand struggles… 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 email us to discuss …
Read More »In Other News… Midland Over Riyadh, Cudd Comeback & New Fleet, Cold Weather Scapegoat, & more…
Some big (and small) public companies have made announcements over the past few days that you should know about if you work in OFS, sand or other shale supply chain roles. Here’s a quick rundown of 8 key company disclosures: Midland Over Riyadh Today, Saudi Aramco press released a …
Read More »Infill Thinking 2024 Predictions For The U.S. Onshore Oilfield
Happy New Year 2024! Our 2023 predictions from a year ago didn’t do too badly (link), so here we go again peering into the crystal ball. Here are 10 predictions on what’s coming next in the oilfield marketplace… There’s a lot more to this story… Login to see the full …
Read More »Scrambling For Permian Sand
Field checks show seasonal struggles with… 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 email us to discuss …
Read More »One Of The First Bright Spots In 2024 Lower 48 Oilfield Data [Chart Of The Day]
Data driven context for rig outlook… 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 email us to discuss …
Read More »Liberty Looking For Growth After 1Q24
A key takeaway from Liberty’s earnings call this week was… 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 …
Read More »Texas Frac Sand Mines Dealing With More Operations Hindrances This Week
Field checks show 1Q completions operations hit by another challenge this week in Texas. 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 …
Read More »4Q Frac Sand Plant Activity Update [Data Alert]
Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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 …
Read More »More Sand, More Barrels [Chart Of The Day]
Data driven context for sand and oil correlation. 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 email us …
Read More »Halliburton Seems More Bullish On Rigs Than Frac Vs. 2024 Consensus Expectations
HAL kicks off earnings season today and we highlight points with value to the broader drilling and completions market 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 …
Read More »Update: PropCoater™ Units Are Spreading And Making A Positive Impact 6 Months After Launch
We caught up with the team behind new wellsite innovation that is gaining traction 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, you must be a member. If you are new …
Read More »In Other News… Trimulfracs, Frac Sand Fund Raise?, “You Gotta Keep ‘Em Separated”, & more…
Several quick but big items caught our attention this week… 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 …
Read More »PropX Sand Scorpion Makes Wet Sand Look Easy [Site Visit Notes & Photos]
We had a chance to visit a live frac job with PropX to see their latest wellsite innovation in the frac supply chain – a box tipping system called Scorpion that makes wet sand handling look easy. There’s a lot more to this story… Login to see the full update… …
Read More »The Southwestern Oilfield Freezes To Start 2024. Frac Channel Checks On The Weather Impact…
How is the southwestern oilfield industry handling the freezing conditions this week? What will the impact be on operations and results for service and supply providers? There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Wet Sand Revolution – A Dual Solution Launch [Notes From The Road & Yard Demo]
On a windy Permian morning a week ago, we spent some time with the management team behind an impressive, dual-pronged damp sand handling solution. Here is what we learned from our time in the field seeing their gear in a yard demonstration. There’s a lot more to this story… Login …
Read More »Notes From The Road In Permian Part II
Earlier this week, we invested time putting boots on the ground in the Permian Basin. Between meeting with contacts, field trips and yard demos and drive-bys, we learned a lot. Here are a second batch of takeaways from our time on the road… There’s a lot more to this story… …
Read More »Weather Warning – Permian Freeze Ahead, What Will Happen To Wet Sand Fracs?
The Permian oilfield faces its second weather challenge of 2024 next week… 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 …
Read More »Notes From The Road In Permian Part I [Quick Hits & Photos]
Yesterday and today, we are investing time in the Permian Basin, mostly on the Midland side. Between meeting with contacts, field trips and yard demos we also are driving past a few frac sites to get visual confirmation on our bottom-up frac fleet counts. Here are some first impressions… There’s …
Read More »How’d We Do? Scoring Our 2023 Predictions From A Year Ago…
One year ago, we made 10 predictions about 2023 shale trends in this update. In this “post mortem” report, we hold ourselves accountable for the hits and misses… how’d we do? Hint, pretty well despite the macro wildcards! There’s a lot more to this story… Login to see the full …
Read More »In Other News… Kermit Hit Piece, “New Year, New Job”, Apache / Callon, 1Q24 Activity Datapoint, Permian Field Trip Next Week, & More…
Several quick items caught our attention this week… 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 email …
Read More »Piling On In 2024 – New Wellsite Storage Player Is Betting Big On Damp Sand Growth [Exclusive]
Just before the holidays, we had an opportunity to connect with a new brand name in frac sand logistics to lean more about their system and growth. The platform is new, but the team has been in the O&G business for a while and is committed to bringing what they …
Read More »Mixed Signals Are Better Than Bad Only Signals At The Holidays [Seasonal Anecdotes]
See what our contacts think about activity in December / January. 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, …
Read More »Large South Texas Sand Hauler Makes A Big Trailer Fleet Shift [Exclusive]
We caught up with a large sand hauler to learn about fleet strategy, payloads and more… 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, …
Read More »Infill Thinking’s Top 23 Market Intelligence Updates Of 2023
2023 was a busy and turbulent year in shale. While E&P spending rose, oilfield activity was a lot more volatile (up early, down late), and vendor pricing deflation impacted multiple OFS verticals including pressure pumping and frac sand. With 2023 drawing to a close, here are some statistics on …
Read More »In Other News – Frac Bankruptcies Loom? Wet Pile Push/Pull, Proximity Mining Harder Than It Looks, Sand & Logistics Pricing Trends, & More…
In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the shale-patch that are deserving of a quick mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »A Treasure Trove Of Frac Sand Market Color From Lawsuit Exhibits
Treasure trove of market information from an ongoing legal dispute in frac sand land… 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 …
Read More »Allegations Of “Double-Cross & Purloin” In Damp Sand Mine’s Desperate E&P Lawsuit
Interesting new information about an ongoing legal dispute in frac sand land… 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 …
Read More »Infill Thinking’s 1st Annual Frac Sand & Logistics Consumer Report Is Available For Purchase
Finish 2023 Strong With A Valuable Market Benchmark With 2023 winding down, you may find your team with some unspent funds left in your marketing or market intel budget. Here’s an idea to invest that wisely before year-end with a unique and valuable resource that will serve you well …
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