Infill Thinking Lifting the O&G knowledge curve

In this update, we provide a firsthand update on the industry’s greenfield construction progress in Oklahoma. 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 …

Infill Thinking members can log in to see another exclusive report. This time, we report on the newest Permian mine startup before the official announcement, which we expect to make headlines elsewhere later this week. There’s a lot more to this story… To read this update and receive our research newsletters, …

In this update, check out what’s new in the narrative of frac sand’s transition to a local supply base. 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 …

While we were getting drenched in the MidCon this week, the sky was falling in New York too. 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 …

In the world of consumer products the buying experience is often influenced by emotion. For example, if my mother always bought a particular brand of mayonnaise then it’s likely I will buy the same brand as I have an emotional attachment. It’s not likely that anyone ever bought barite or …

The good old midwestern drenching we got in Oklahoma this week did not deter our mission of gathering firsthand intelligence on the Lower 48’s second largest drilling and completions market. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. …

After hosting around 40 members in Fort Worth for informal networking and conversation in August, we are looking forward to another great members-only event in Oklahoma City in September. Get the details and RSVP here. There’s a lot more to this story… To read this update and receive our research newsletters, …

Infill Thinking has exclusively learned that a sand producer is planning to announce two new Permian Basin mines later today. Log in to see who, when and where. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your …

In this update, we share feedback from local sources on the latest townhall meeting hosted by a mining company working on building a new frac sand plant in northwestern Oklahoma. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. …

A couple weeks ago in Fort Worth, we noticed that a particular topic related to the logistics of Permian dune sand seemed to be coming up more frequently in the industry discourse. It’s an idea we’ve all heard talked about since the first local sand mine popped up in Kermit …

In addition to the deeper Infill Thinking research updates published this week, a few other quick hits crossed our desk that are worthy of comment… 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 …

Cross currents could buffet market share positions in the months ahead as NWS cedes share to local sand. In this update, we take a look at year-over-year changes in market share for the public frac sand producers. There’s a lot more to this story… To read this update and receive our …

The rapidly shifting sand in the proppant markets will put consumer term contract exposure under the microscope in the months ahead. For pressure pumpers and E&Ps this contract exposure could become a big deal over the next 3-6 months. We discuss… There’s a lot more to this story… To read …

In our weekly rig count update this week we put some context around the drop. 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 …

Since releasing this list of new questions to ponder in the current frac sand environment a couple days ago, we have had a constructive dialog with many industry contacts regarding the spectrum of possible answers and additional considerations. That important feedback is shared below, but first a word on real-time market conditions. …

We obtained and review new pleadings in the public record with implications for frac sand’s last mile logistics market this morning. We also exclusively received a statement in response from the named defendant. Login to read more. There’s a lot more to this story… To read this update and receive our …

The questions being asked around the frac sand market water cooler are changing in tone from “what if oversupply happens” to “what happens after oversupply.” This is not a subtle change and it has implications for many more market participants than simply the sellers. And the tone shift is happening startlingly fast. …

In this update, we provide a deep dive on a new topic that is emerging from the fringes in fracing: Electric Frac Spreads. Fad or a game changer? We discuss, introduce the players,  talk pros and cons, and provide an overview of this new niche… There’s a lot more to …

Pro Tip: our weekly rig count updates are divided into two sections: i) we always include a weekly thought piece analyzing a hot topic (like Marcellus well permits this week), and ii) we process regular weekly rig count data through our custom filters to deliver a unique way of looking …

Even after covering this story daily for more than 1.5 years here at Infill Thinking, this chart is still mind-blowing to us because of both its velocity and its scale. In a New York minute, everything can change. There’s a lot more to this story… To read this update and receive …

Several weeks ago in this update, we documented an inflection on local sand adoption. Recent proppant customer commentary has remained on trend – here’s what’s new. 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 …

Candid is probably the best word to describe Covia’s conference call yesterday. Management owned up to the oversupply in the frac sand market – a reckoning our reporting has foreshadowed for more than 12 months now. Here’s what you need to know from the call. There’s a lot more to …

We had a full schedule of meetings with industry leaders during our recent trip to Fort Worth, including a well attended reader meetup. 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 …

We welcomed about 40 Infill Thinking subscribers for coffee, knowledge sharing, and networking on Monday in Fort Worth. 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 …

In this weekly rig count update, we take a closer look at Permian Drilling Permits. 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 …

Smart Sand yesterday launched a new quality defense in the Northern White Sand vs. In-Basin debate. Management cited customer requests for conductivity testing, specifically for 100-mesh sand. They also appealed directly to railroads not to give up on the frac supply chain. We discuss… There’s a lot more to this …

Last week, the Texas Comptroller’s office submitted a new Dunes Sagebrush Lizard (DSL) conservation plan to US Fish and Wildlife Service (USFWS). If approved, the new plan will replace the existing Texas Conservation Plan (TCP). Via open records request, we obtained copies of the new plan and supporting documentation. Although …

Infill Thinking subscribers are always first to know… please log in to read another one of our scoops! 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 …

An update on frac sand mining’s newest frontier: the Rockies. 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 …

We are live-blogging the most important comments with oilfield marketplace implications from the ProPetro call this morning. 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 …

We live-blogged the most important comments with oilfield marketplace implications from the Mammoth Energy Services call this morning. 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 …

We spoke directly with ex-Solaris CEO Greg Lanham on Monday evening to learn more about his next move. 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 …

The US land contract drillers are currently unanimous Lower 48 rig count outlook… 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 …

About one week ago, the first truckload of finished frac sand left Atlas Sand’s gate in Kermit. Check out the latest on their ramp in this update. 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 …

This is a pretty interesting read. Are you subscribed yet? Our research service is available for less than a buck per report! Our goal is to democratize high-quality oilfield market analysis, making it available and affordable to a broad audience. There’s a lot more to this story… To read this …

The frac market is in flux. Who’s still planning to grow? Who’s not? Will plans be realized? We quantify and discuss… 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 …

US Silica’s Lamesa sand plant more than doubled in announced capacity this week, becoming the Xth Permian in-basin plant we track with an announced expansion vs. original nameplate capacity. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If …

More details to follow… 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 you’ll only find here No …

Supermajor capital has washed ashore to hunt short cycle returns in the Lower 48, having abandoned longer-cycle deepwater and international in the era of austerity following the 2014 oil price crash. These large companies have historically been thought of as less nimble than their smaller peers – the Independents who …

First tons and an on-time startup for Atlas mark this new entrant’s official arrival. We have analysis of the startup that goes beyond the press release here. 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 …

After Hi-Crush’s news last week of a major contract win (pun intended) at a surprisingly strong price, we dug much deeper into the latest Permian Basin frac sand pricing trends this week. Please login to see this deep dive on Permian Basin frac sand price trends. There’s a lot more …

Each week we post analysis of the rig count, offering our own take on the trends. We also always include a thought piece, and this week digest some big contracting news. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a …

Occasionally readers send us photos from the field that are too good to keep to ourselves. This is one of those times… log in to see what we mean. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If …

Last week an executive affiliated with the newest acquirer on the frac sand block emailed us to let us know they are targeting frac sand logistics assets. During our phone conversation with the acquisition firm, we learned that… There’s a lot more to this story… To read this update and receive …

About 10 days before the H&P conference call this week, we wrote a report about something new the land contract driller is doing in the field – an onshore drilling first. In that report on these so called “piggy-back rigs,” we suggested H&P management might introduce and talk extensively about this …

Never a dull moment in pressure pumping. See what we landed in our “datapoint fishing net” during the past 48 hours. 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.) …

Calling all DFW-area Infill Thinking members: we’d like to buy you a mid-morning coffee, shake your hand and chat oilfield trends with you. This is our sixth member event so far in 2018. We look forward to networking with members over coffee in Downtown Fort Worth in mid-August. Sign in …

While breaking the news about a MidCon mine construction halt exactly one month ago, we introduced a thesis to the market that MidCon frac sand mines would likely be delayed vs. initial expectations. With the potential for Oklahoma mine delays now well documented, we reiterate our first-to-market thesis that MidCon sand …

To say the Hi-Crush management team had a busy weekend might just be the understatement of the year. On Monday morning, the company dropped 3 press releases containing over 3,500 words. That’s 8 pages in Microsoft Word at 12 point font with single line spacing (yes we copy/pasted out of …

This is a developing story we are monitoring this morning. Details will be added as available (for now details are limited, but here is what we’ve learned so far)… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If …