Infill Thinking Lifting the O&G knowledge curve

More sand hyper-local sand capacity is in the works, but it might stay in the works for a while… 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 …

EOG’s entrance into the Appalachian market could help to tighten proppant market conditions in a railed sand stronghold. 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 …

Last week, we published two datapoints separately. Today, new revelations show that they go together… 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 …

How do the inflation expectations being outlined by E&Ps this earnings season compare to our recent survey results? We discuss along with company-specific datapoints in the full update… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

We have rounded up a series of operator-by-operator fleet data…. 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 …

Over the past week, multiple datapoints materialized in our channel checks, online, and in the news that extend threads begun in previous Infill Thinking research reports. We dig into some of these with quick hits here… Some, like the evolving Pioneer fleet turnover situation (which we predicted in advance) were …

Headed into 2023, the big fleet turnover changes we wrote about earlier this week have subsequently been announced. Now who will fill the void? We discuss our channel checks on the transition and why the hard part is just beginning here… There’s a lot more to this story… Login to …

Headed into 2023, big changes are brewing in the 6-frac crew fleet that XYZ pumper runs for ABC operator (read full post for names and analysis)… 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 …

A big article on wet sand and “mini-mobile mines” in the press this week drove inbound from Infill Thinking members seeking data clarification on the trends. Some context on mobility and adoption rates / volume is needed here… There’s a lot more to this story… Login to see the full …

Cost pressure in OCTG has already been a topic of interest…. there is a key datapoint to watch in this story headed into 2023…   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 …

Headed into 2023, big changes are brewing in the 6-frac crew fleet that XYZ pumper runs for ABC operator (read full post for names and analysis)… 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 …

As M&A rumors swirl, we take a look at some recent disclosures that offer some interesting clues about future announcements… 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 …

US Silica provided positive earnings and outlook this morning. Here are 5 key points… 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 …

New last mile system spotted… 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 our …

With damp sand usage increasing and operators exploring novel logistics / storage concepts (example), an emerging concern is rocks and debris getting in the product, finding their way into the blender, and then breaking or wearing out frac pumps. In this update, we sat down with a new team bringing …

Although the mainstream press will focus on the massive spot oil price month move (shock and awe of $130/bbl post Biden’s Russian oil embargo today), it’s important to keep in mind the context of the…. There’s a lot more to this story… Login to see the full update…  To read …

Halliburton’s conference call this morning lines up well with some of our recent research and presents a positive fundamental framework for OFS into next year (albeit with growth coming at a slower pace now)… There’s a lot more to this story… Login to see the full update…  To read this …

After some chatter about shale labor pressure easing a bit, we turned to the hard data for indications of workforce size and cost trends. 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 …

This week, Liberty talked quite a bit about.. As a general impression… 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 …

Chatter about potential deals is heating up… 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 …

A series of negatives for an E&P raises some red flags along the Permian’s oil production development path. 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 …

We isolated just the E&P responses in our recent 2023 oilfield outlook survey to focus on what the customer expects next 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 …

We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead 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 …

As more results flood in from our 2023 survey, we are starting to see some key trends… 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 …

Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about the market they work in now… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new 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 …

This year, sand producers are mostly demonstrating a focus on returns and capital discipline over growth. This behavior mirrors what we are seeing in E&P and drilling and completions. We discuss how this is translating into pricing, supply and demand fundamentals and provide numbers in this post. There’s a lot …

In today’s data exercise, we reflect on some Q3 activity growth data trends. 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 …

On Wednesday, Oct. 5th, we spent the day with the water midstream industry at the Houstonian… here is some of what we learned. CONFERENCE WEBSITE> 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 …

On Wednesday, Oct. 5th, the who’s who of the water midstream and produced water sectors will converge at the Houstonian Hotel for a day of networking and knowledge sharing. We are excited to be participating and look forward to seeing many of you there. The delegate list is full of …

There once was a project idea, radical and transformational, based on disruptive thinking in sand transportation. It was put on hold. But will that always be the case? There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

About 5 weeks ago, we wrote about a rumored new sand plant in the Midland Basin. Here’s the latest… 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 …

In today’s data exercise, we think ahead about the outlook for 2022 in shale… 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 …

As in-field frac sand mining proliferates around Midland, sand traffic is declining. In this post we do some math on how much… 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 …

By The Stats – Membership Resources Provided During 3Q22 In the 90 days ending Sept 30, 2022, the Infill Thinking research team: published 67 independent research updates, emailed 23 original Infill Thoughts newsletters to active members, regularly updated Lium Database Downloads for data clients. Login to see what your peers …

In today’s data exercise, we ranked all the Permian Basin counties by sand demand and we share the top five in this update… 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. …

We talk through some of the latest bidding strategy we are hearing about from industry checks… 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, …

This is a brutal day in the markets with asset values melting down and oil getting hammered ($78 as of this writing). Buckle up, the ride could get bumpy as this new dose of volatility intersects with year-ahead budget / planning season. That said, if there’s one thing oilfield pros …

Mine-gate prices for Permian local sand are… 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 …

We’ve got an exclusive scoop on a new frac sand plant opening in the Permian Basin 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 …

We examine Private E&P behavior and what they might do next as they have an increasingly large role in driving the D&C market these days. 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 …

Chatter about potential deals is heating up in two of shale’s critical path functions… 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 …

For frac it would have been a big deal but for railroads, it could have been devastating. 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 …

An Infill Thinking prediction is coming true. 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 …

On Thursday morning, news headlines suggest that a potential rail worker strike on Friday was averted at the last minute by negotiators. If the strike had happened, what would that have meant for frac sand? We discuss… There’s a lot more to this story… Login to see the full update…  …

We are tracking 10 new Permian local sand mines this year, which got us thinking about the vintage distribution of in-basin nameplate capacity. 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. …

We have confirmed that a new sand plant we’ve long speculated about is real and progressing towards imminent shipping. 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 …

Every once in a while, we pass our keyboard to an Infill Thinking member to weigh in from their field. We hope you enjoy reading these hand-picked contributions as much as we do. There’s a lot more to this story… Login to see the full update…  To read this update …

Inflation has been one of the hottest topics in shale lately, so here we take a look at one of the key drivers of completions cost escalation with hard data. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

We did some data mining on a new plant startup last week to figure out who is pumping its sand. 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 …