Infill Thinking Lifting the O&G knowledge curve
Eagle Ford Sand Buyers Face More “Pain At The Gate”
Latest Thoughts
2nd Biggest One-Week Rig Pop Post-Covid
Stagnant Sand Pumped Per Crew Day Exacerbates Well Cost Inflation Pain [Chart Of The Day]
7 Horsemen Of Peak(ing) Sand [Friday Fun]
More Damp Sand In Permian As Producers Work With What They’ve Got
Conservative Permian Frac Sand Producer Behavior Suggests The Market Stays “Higher For Longer”
The Eagle Ford Sand Situation Is Getting Worse Before It Gets Better
3 Boxes. 1 Trailer. 5 Miles.
Gas Plays, Eagle Ford, and DJ Basins Are The 1Q22 Drilling Standouts [Chart Of The Day]
Quarter In Review: Infill Thinking’s Top 10 1Q22 Updates
Pressure Pumper Talks About Big Downtime From Frac Supply Chain Shortfalls (Sand, Water, Trucking)
The State Of Sand In The Haynesville Shale – Demand, Pricing, & Supply Updates
Roll Up Your Sleeves – Plug & Perf Alternatives Deserve Another Look As SimulFracs Evolve [SimulFrac Series]
Shale Gas Rig Count Is Nearly Back To Pre-Covid Highs. Oil Is Not. [Chart Of The Day]
Yep. They Are VERY Busy At The Permian’s Biggest Sand Plant!
Site Visit To Delaware Basin’s 1st “Independent” Mini Wet Sand Plant
Following The Breadcrumbs On The New Permian Wellsite Storage System Deployment
A More Effective Rebundling Catalyst Than Pressure Pumper Marketing? Unbundling Can Increase “Bungling” Risks In This Sand Market
Small Private E&Ps Are Now The Majority In Shale Drilling
Sand “Rationing” In South Texas As Eagle Ford Proppant Market Swings Into Undersupply
+1 Storage Solution Competing For West Texas Wellsites
Pipe Shortages Are Slowing Shale Down In 2022 [Friday Guest Post]
2022 Public E&P Capex Budget Patterns & Predictions [Chart Of The Day]
Permian Drilling Heat Map As Rig Count Rises
Northern White Sand Market Outlook – Conference Call Highlights
Water Quick Hits From The Biggest Executive Conference Of The Year; Sand Thoughts Too….
A Patriotic Oil Production Blitz Would Require Some Brown Sand And / Or NWS Capacity Reactivation
U.S. Oil Prices Just Did Something They’ve Only Done 3 Times Since The 1980s [Charts Of The Day]
Rig Count & Permit Counts – The Calm Before The Storm?
On The Right Side Of History – Elon Musk Calls For Shale Growth!
The Sea Change Is Happening Lightning Fast On Friday afternoon we wrote about the beginning of a great sea change in sentiment towards oil and gas – a sea change that will challenge the capital discipline theme in a way that no oil price, no matter how high, ever could. …
Read More »Every Grain Counts Now – Insandity Continues, Especially In The Permian
Sentiment Sea Change Underway Towards U.S. O&G As The Mainstream’s ‘Existential Threat’ Narrative Flips
Sand Is So Tight It’s Now Influencing These 6 Pressure Pumping Market Trends
As WTI Trades Above $110/BBL (14-Year High!), A Salute To Shale & What Our Readers Do To Further Its Noble Cause…
Where Does Permian Rig Count Go If Oil Stays $90+?
Shale Well Cost Inflation Is Starting To Outpace Operator Expectations
E&P Comments On Frac Sand Picking Up But Still Lag New Market Realities
US Silica Smokes Analyst Estimates. Their Rosy Outlook Is NOT Hyperbole
Sand Buyer Headaches Are Now Turning Into Migraines
New Permian In-field Frac Sand Mining Capacity On The Way & Will Be Easily Absorbed
White Sand, Wet Sand, Railed Sand, What Sand?
Making Frac Sand Great Again! Here’s The Latest Trends In Price, Demand, Supply, Rail Volumes, Etc.
New Solution Brewing In The Wellsite Storage Market?
Price Hikes Are Indeed Killing E&P Capex [2022 E&P Thesis Tracking]
Drill Baby Drill – Biggest Week For Drilling Gains In 4 Years
This Friday In Houston… Frac Sand Panel Preview – A Reversal Of Fortunes
Mini-Mobile Teaser
Permian Wastewater Diverting To Escape Regulatory Controls
Universal Pressure Pumping Rips E-Frac Marketing Hype; Says They Won’t Reactivate Any More Fleets In 2022
New & Noteworthy Takeaways From Liberty’s Pumping & Sand Market Commentary
