Infill Thinking Lifting the O&G knowledge curve

As most Infill Thinking readers know, E&P operators often require their pressure pumpers to use multiple size grades on shale / tight oil wells. In fact, several grades are often used in the same stage. Is that about to change?   Login to see the full update… To read this …

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 hear lots of things. Some of them bear repeating… 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 …

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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, we launched a new research series covering the implications of simulfrac adoption across the completions market. The series kicked off with thoughts on why it matters and future thought pieces will trace the trend’s ripples into specific niches of the US shale value chain (like sand and water …

The simulfrac trend is spreading fast in shale, and rightly so. Whatever frac efficiency metric you look at – whether it’s stages/crew day or stimulated feet per month or pumping hours per quarter or time on location – the step changes simulfracs are delivering are disruptive and mindblowing. The implications …

Big kudos to Pete Cook and the Petroleum Connection for hosting another great sand event in Houston this week. No one does it better than that team, and it was great to see everyone in person again. Here is some of what we learned… Login to see the hottest topic …

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …

1Q21 was a whirlwind in the frac supply chain. We relived it here. Now it’s time to turn our eyes ahead to 2Q21, and we look forward to starting to do that this week at the in-person frac sand conference in Houston hosted by the Petroleum Connection. To gear up …

1Q21 is in the books and what a quarter it was… we look back on one wild ride to start the new year in the frac supply chain. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

In 2021, NWS and out-of-basin regional sands are finding some pockets of opportunity for re-entry in the Texas market. And we believe this is almost entirely due to… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

Over the past week, we’ve been sharing a series of data-driven reports on Permian frac sand volume trends. First, this chart of the day showed Permian proppant consumption returning to peak. The peak Permian sand piece prompted good questions about how sand can return to prior highs in an environment …

Last week we shared a chart of the day showing Permian sand volumes returning to within 10% of the all-time best quarter in 2021 and breaking the record in 2022. That research prompted some rational thinking and questions, both from our members in the comments section and the EFT crew …

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 looking forward to participating in the simul-frac panel at the Frac Sand Industry Update in a couple weeks. It’ll be a great discussion with panelists from Chevron, Halliburton, Badger, and Sand Revolution discussing how this wellsite procedural change is rippling back up the frac supply chain. Here are …

First the freeze. Then the wind. Lost days continue piling up for the Texas frac industry in 1Q21… feature image photo credit 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 …

With oil prices where they are (well above expectations for the year) and frac sand hard to find in Texas for much of 1Q21, multiple Infill Thinking members have recently inquired offline about Infill Thinking’s sand demand estimates in the big two Texas basins. This chart provides a glimpse of …

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 addition to in-depth updates published on Infill Thinking this week, some quick hits crossed our desk from contacts in the field and are worth a quick mention… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

Exxon held their annual analyst day in early-March and released a 75-slide IR deck for the event. After wading through the first twenty slides on “new energy” (hydrogen, carbon capture, solar, wind, climate change etc.), we did find some slides that shed new light on the oil major’s plans for …

Importantly as we listened to the oilfield’s commentary around energy transition this quarter, we were struck by the fact that oilfield management teams are optimistic not pessimistic about this. Remember SWOT analysis from business school? The oilfield is looking at energy transition as an “O” not a “T.” Login to …

New bills proposed in the Texas legislative session have potentially massive implications for insurance and commerce in the oilfield trucking business (crude, sand, water, etc. hauling in the oilfield could all be impacted). Login to see the full update… To read this update and receive our research newsletters, you must …

Here are three charts updating the public E&P spending situation for tight oil, nat gas, and total Lower 48 in 2021 leveraging the latest Lium data with almost all the publics having now firmed up 2021 budgets and given 2020 actuals. Login to see the full update… To read this …

In this update, you’ll find key takeaways from the company’s earnings call that are relevant to the broader frac supply chain marketplace. 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 …

This earnings season, we’ve listened carefully as E&P operators and midstream/service firms talk about water on investor calls. We are gearing up for the Oilfield Water Markets 2021 Conference this May 12-13 in DFW. We encourage any Infill Thinkers interested in water to join us there… This conference is the …

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …

Oil price momentum continues. Good news from OPEC yesterday buoyed WTI above $65. What might $70 oil bring for Permian oilfield activity? The data scientists at Lium Research, our affiliate, had actually run the numbers on that very question a week before this latest oil price spike for data clients …

A bunch of buyers are talking sand. Here’s what they are saying… 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 …

Wondering what shale spending is going to do in 2021? Our guest posts put their machines to work to find out! 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.) …

In this update, you’ll find key takeaways relevant to the broader frac supply chain marketplace. 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 …

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …

When we look back on 1Q21, many of us will probably remember the freeze and power outages in Texas for the rest of our lives. Some of us will remember the sand market craziness too. And a few of us might also recall disorder in other parts of the frac …

It’s been nearly three weeks since the Texas cold snap began and froze the oilfield. As Infill Thinking readers know, the frac sand supply situation in Texas went from bad to worse in a hurry during… Login to see the full update… To read this update and receive our research …

Preliminary budgets have risen… 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 here …

In this update we tally up a bottoms-up look at Lower 48 frac activity company-by-company… 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 …

As of Thursday Feb 25, frac demand is… 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 …

While an earlier than expected reinstatement of dryer fuel is a positive for sand supply, the Texas local sand production situation is still anything but normal. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …

In January, Infill Thinking wrote that simul fracs would be the dominant disruptive theme in 2021 (read more). During 4Q20 earnings season, evidence is building in support of the trend’s big impact… Login to see the full update… To read this update and receive our research newsletters, you must be …

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …

Multiple local frac sand industry contacts in both South and West Texas have shared with us that sand production is not only affected by the cold temps but also by natural gas service interruption. As a result… Login to see the full update… To read this update and receive our …

Adverse operational impacts from weather are surfacing in this week’s oilfield earnings calls. Here’s a roundup of some of what we’ve heard 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 …

An update on the frozen and mostly shutdown southwestern oilfield. 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 …

Sometimes a picture is worth a thousand words, and here are several that Infill Thinking members shared… 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 …

The Texas energy emergency is already being rashly politicized by both sides of the aisle. It’s too early, and more political vitriol in a divided country is the last thing we need. Instead, let’s focus on getting the lights on and then all take a moment to step back, question …

Proactive steps and production curtailment are both helping to… 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 …

Our warning from last week about the weather played out and then some. Here’s the latest from the field 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 …

Channel checks reveal a material portion of the Permian frac market shutting down for the weekend in reaction to extreme weather. 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.) …

As E&Ps react to extreme temps in the Permian by shutting down fracs, we think through the ripple effects this will have in the oilfield marketplace… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …

In partnership with our research affiliate Lium, here are new frac fleet stats… 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 …

As January has turned to February, the dual completions bottlenecks of tight sand supply and tight trucking remain hot topics in the oilfield business. At Infill Thinking, we’ve published 14 updates on the frac friction this situation has caused so far this year (well, 15 updates if you count another …