Infill Thinking Lifting the O&G knowledge curve

Lium, a new research firm for Energy & Industrials, launched coverage this week with some interesting findings in shales. One of Lium’s key points in their shale launch was not enough fleets and not enough sand at current levels to keep production flat y/y. That means… Login to see the full …

Deja vu. Remember sandemonium in the Permian early-last year? Well… it’s back. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

Founder’s Message To Infill Thinking Readers We have some big news about the Infill Thinking research platform to share. Yesterday evening, we announced a business combination with Coras Research. Many of you are probably familiar with Coras Research, especially if you are an Analyst Plan member since we’ve collaborated with …

Halliburton’s 4Q20 conference call on Tuesday sets the tone for the company narrative on the 2021 outlook in the Lower 48 pressure pumping market. Here’s what stood out from our listen: Login to see the full update… To read this update and receive our research newsletters, you must be a …

A quick follow up to our longer piece over the weekend flagging the fast tightening sand spot market after more channel checks on Monday… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …

A hunch we’ve been writing about for months is coming to pass… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

We don’t often react to press releases here at Infill Thinking, but one out yesterday caught our attention and it is worth a few words here as we believe it has implications for the future of frac and pumping market share even if it is unlikely to become ubiquitous. Login …

Next week, Halliburton, Baker Hughes, and Schlumberger will report year-end results and host their quarterly EPS conference calls. NOV will host their call a couple weeks later. These oilfield bellwethers have been.. Login to see the full update… To read this update and receive our research newsletters, you must be …

An update from an E&P operator follows Infill Thinking reporting of the development by approximately one month. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …

There’s already been a trucking scramble to keep up, which we’ve documented extensively in recent weeks. More recently, frac sand in inventory seems to be showing the first signs of strain as well now. Many mines have… Login to see the full update… To read this update and receive our …

Snow, trucking, and is there as much sand available as you thought??? We discuss all this and more with an update of the latest proppant market buzz. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

The US land rig count powered through the holiday season and is up 38% (+95 rigs) since the start of the fourth quarter of 2020. This was a December to remember, second only to 2016’s performance in the past decade. Login to see the full update… To read this update …

This week, all the talk in frac sand insider circles has been about the sand hauling chaos. Here are three recent Infill Thinking pieces on this development: The Warning The First Signs The Story Continues Here we take a data-driven look at one of the culprits… Login to see the …

An update on the transportation issues ripping through the frac market after additional channel checks this week… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …

Infill Thinking membership includes some of the smartest folks in the oilfield. And the best of the best responded to our 2021 outlook survey in big numbers. Here is some next level of insight from one of the most interesting and revealing questions in our market survey. Login to see …

In our final newsletter of 2020, we warned about the risk of driver absences wreaking some havoc in the frac supply chain (see this update). It happened. Here’s what we are hearing on the first business day of 2021 about the struggle to sand fracs: Login to see the full …

In light of today’s deal news, we wanted to share some of the recently formulated resources in our archive that we assembled to think through what this deal means for the frac and frac supply chain marketplace. We hope this research proves helpful as a new era begins at Liberty… …

Something that makes Infill Thinking uniquely special is the non-advertorial contributions of our members. While our four to five guest posts each quarter have individual author attribution, we are also grateful to the hundreds of you that we talk with on a regular basis to vet stories, learn about the …

You don’t need yet another publication telling you what a crazy year 2020. So we won’t. Instead, here are some stats on the member resources Infill Thinking provided during 2020 followed by a list of the most popular research updates that Infill Thinkers clicked on during the year. Spoiler alert, …

Infill Thinking membership includes some of the smartest folks in the oilfield. And the best of the best responded to our 2021 outlook survey in big numbers. Here is some next level of insight from one of the most interesting and revealing questions in our market survey. Login to see …

Anxiety is building with our contacts in the… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories …

On the Monday before Christmas, Diamondback scooped up QEP and Guidon, consolidating a big chunk of Northern Midland Basin acreage. Here are some critical supply chain insights concerning these two operators that all vendors should be aware of… Login to see the full update… To read this update and receive …

In this week’s regular rig count update, we take a look at… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

A quick update to our frac outbreak story from last week… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New …

In addition to the other research Infill Thinking published this week, a variety of miscellaneous datapoints from around the frac patch and the sand patch crossed our desk this week. Here are eight points that are deserving of a quick mention. Login to see the full update… To read this …

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. People on the move also have implications for how business is conducted across the frac value chain. Here are some recent moves that matter… Login to …

Adapting Christmas Carols to oilfield trends is a holiday season tradition as old as Infill Thinking itself. We just released our 2020 track for members, a riff on Holly Jolly Christmas titled Frac A DUC For Christmas. Current members can login here to take a listen to this year’s song, …

In this week’s regular rig count update, we take a look at… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about how to spot the next upcycle with absolute certainty… Login to see the full update… To read this update and receive our research newsletters, you must be a …

We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead outlook… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive …

Wondering about how simulfrac trend factors into the last mile of the completions supply chain? We’ve got answers from an expert for you here today… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about their 2021 expectations… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

In this week’s regular rig count update, we take a look at… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

We are honored to carry this very important member guest contribution from… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

We had a chance this week to catch up with the owner / operator of an interesting and unique new frac sand facility that has just landed in the Eagle Ford Shale. Login to see the full update… To read this update and receive our research newsletters, you must be …

Chevron alone is about 15% of the public Lower 48 E&P spending programs we track, so they are a big swing factor. With Chevron announcing their official… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

Leave it to us negative nellies to send out a mine closure data update to Think Sheets members on Thanksgiving Eve, but that’s just what we did last week. Here’s a big picture takeaway for all Infill Thinking members. Login to see the full update… To read this update and …

In our previous newsletter, we warned members about imminent management changes at a leading frac sand firm. Today, you’re going to get the rest of the story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

In this week’s regular rig count update, we take a look at… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

It was great to see so many Infill Thinking members at the largest frac supply chain trade show of the year last week. Here’s the good bad and the ugly we walked away with about the underlying themes driving today’s frac sand marketplace… Login to see the full update… To …

After reporting last week that Black Mountain has sold… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on …

In this week’s regular rig count update, we put the spotlight on… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

After the frac sand conference in San Antonio this week, we took a detour on our way back to Infill Thinking’s Dallas HQ to visit… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

This week at the Petroleum Connection’s frac sand conference in San Antonio, we were honored to conduct a “fireside chat” with one of the most respected executives in the industry – Ron Gusek, President of Liberty Oilfield Service. Login to see the full update… To read this update and receive …

Infill Thinking has learned that a local sand plant in the Permian has been dismantled and put on…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive …

We have fairly comprehensive visibility on 2021 E&P spending plans far earlier in the calendar than normal this year. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get …

Although the oilfield is still dragging bottom and the capacity overhang will linger on for a while, it’s not too early to begin thinking about recovery trajectories. To do that, we turn to…. Patterson-UTI yard in the Permian Basin in October 2021 – feature image photo credit: Red Wing Aerials, …

Infill Thinking has learned that… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only find …

There is talk in frac sand inner circles this week about two capacity additions we’ve previously written about. Feels like these may becoming reality now… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …