Infill Thinking Lifting the O&G knowledge curve

The normal playbook for land drilling c-suite commentary at this point in the year is highlight for investors the coming reset in customer budgets in early-2020. One of them did that last week, but also went a step further… Login to see the full update… To read this update and …

We are picking back up our Silica Valley Series today with a look at Scarco Service’s Transportation Asset Management System (TAMS) software platform. TAMS was built from an oilfield service company’s perspective to lower costs and create visibility across the entire completions cost structure. Login to see our analysis of …

We hope you find the result of our origin tracing exercise as fascinating as we did. This is a new and exciting space with lots of high quality firms growing into their boots… Login to see the full update… To read this update and receive our research newsletters, you must …

A recent Bloomberg article highlights several high profile examples of banker to industry leadership role transitions, but it does miss a couple big recent moves. Here are two very recent Banker-to-Industry transitions the solid third-party article doesn’t mention and a big question it raises in our mind… Login to see …

Digging into the public record, we’ve unearthed new details on the latest Rocky Mountain greenfield frac sand project… 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 …

This week, Infill Thinking celebrates the three-year anniversary of our very first oilfield research newsletter. So much has transpired in the oilfield marketplace since we shipped Issue Number 1. Back then, the Lower 48 oilfield market was just emerging from the brutal 2014 downturn and at the cusp of a …

The picture remains about the same as it has for this entire cycle, showing a stark bifurcation between 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 …

Halliburton reported 3Q19 earnings on Monday and the stock market ate up the cost cuts (stock was +8% intraday). We thought it was notable that CEO Jeff Miller focused much of his opening remarks on international. Halliburton is known more for their NAM footprint, but growth areas get airtime and …

It’s been almost a year since this sand producer filed a quarterly or annual SEC filing. Here’s what we learned that is relevant to the broader proppant market… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

In 2H17, we estimate the Union Pacific Railroad moved about one out of every X tons of frac sand pumped in the US. Today, we estimate their trains only move about one in X tons pumped. Login to see the full update… To read this update and receive our research …

Friday’s 3Q19 earnings report and conference call from Schlumberger were of much greater interest than usual for US oilfield service market participants for two reasons: …. 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 addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch that are deserving of a quick mention… Login to see the full update… To read this update and receive our research newsletters, you must be a member. …

A quick update on some of the latest happenings and trends in the OCTG markets after a chat with our friends at Tenaris and The OCTG Situation Report… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

Here’s what comes next for Asgard’s planned Mercer County frac sand production facility per various local officials… 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 …

In this weekly rig count update, we take a look at the proximity of the new Bakken frac sand mines to the core of drilling activity in the Bakken.   feature image credit: It’s a great day to be crossing items off the ol’ Boomtown Bucket List! _______________________________________ #willistonnd #northdakota …

E&P M&A is heating up again this week with another Merger Monday. One of yesterday’s deals gave us a chance to hear from management on two hot industry topics… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …

Action against an industrial plant has read-through to Texas local frac sand mining… 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 …

This weekend, the Grand Forks Herald newspaper in North Dakota published a story titled: “Sand deposit could be ‘game-changer’ for ND oil industry.” Five weeks ago, Infill Thinking broke the news about a frac sand plant starting up in the Bakken. Here is a link to Infill Thinking’s original piece …

Plus 2 Permian wellsite storage competitors in one week!! Earlier this week, we reported on a new arrival in the Permian Basin’s last mile market. Today, we’ve been able to confirm new details about still another new competitor’s arrival in the Permian Basin…. Login to see the full update… To …

There’s a multi-parcel land auction scheduled for later this months that is likely to turn some heads in the Permian Basin – both in the ranching community and in the O&G industry. Login to see the full update… To read this update and receive our research newsletters, you must be …

For those looking to learn what exactly happened, yesterday’s communication is likely to be seen as a disappointment. Here’s what stood out as we read the SEC filing… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

We shine our spotlight on a Eagle Ford drilling leading indicator after our recent trip to the basin to gather firsthand market intel… 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 …

Last Friday, Oilfield Water Connection hosted industry leaders from across the country at the Houston Petroleum Club to talk about the rapidly evolving competitive landscape in full-cycle oilfield water management. Before the event, we shared 7 pre-conference questions were were hoping to gain perspective on. Asked and answered, the following …

After hearing from sand hauling contacts about a new last mile solution deploying in the Permian, we had a chance to catch up with the company to learn more about their activity in West Texas and the Lower 48… Login to see the full update… To read this update and …

The best analogy we can think of for the frac sand market at the moment is that it is smack dab in the middle of the eye of the hurricane. In strong tropical cyclones, the eye is… Login to see the full update… To read this update and receive our …

About This Series Infill Thinking’s Aqua Men series brings the fast developing oilfield water management sector to life. This business has historically been dominated by private companies and internal divisions with E&Ps. Chronicling the sector’s leading platforms and projects lends fresh perspective to the once-in-a-generation shift now underway in oilfield …

From 1996 to 2011, John was an executive at US Silica with his tenure culminating as Chief Executive Officer. Today, he is the Industrial Sand Division Director at NSSGA, and he wrote in with an update on what this industry advocacy group is doing in the Nation’s Capital these days… …

Our guest author today formed a sand hauling outfit with just a couple trucks in early-2015, just as oil prices began to plunge. He has spent his entire life in and around trucks, and has a genuine passion for the trucking industry that is evident in the “state of the …

With the materialization of this lawsuit, we highly recommend revisiting this piece of Infill Thinking research from July… 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 …

The Oilfield Water Connection’s Industry Update Conference this Friday October 4 is sold out with north of 170 attendees expected. The speaker line-up of industry executives and analysts is poised to deliver an important update on business conditions in the space – this will be a great learning opportunity. On …

Each Friday in the last month of each quarter, we pass our keyboard to an Infill Thinking member to weigh in from their field. We don’t pay for these pieces and we don’t get paid for publishing them. In fact, we promptly reject anything that looks like a commercial. Our …

In 2019, doing more with less continues to be a key oilfield theme. Frac and rig crew efficiency gains, more zippers, bigger pads, and streamlined logistics all mean that E&Ps are getting more sub-surface contact out of the same or less contracted oilfield equipment on the surface. The result? A …

  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 No advertisements, no …

During 3Q19, the Infill Thinking research team: published 90 written research updates emailed 24 Infill Thoughts newsletters to active members issued 15 data releases to Think Sheets® members conducted site visits the Eagle Ford and acted as MC for the largest frac sand conference in the industry, hosted by the …

With Morgan Stanely also pushing an M&A narrative this week, Paul’s piece is timely. Paul’s been making the case for consolidation in E&P for about two years… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

Yesterday morning, a letter announcing the closure of of a huge pneumatic hauler crossed Infill Thinking’s research desk. Due to the gravity of the letter, we waited to publish it until we were able to confirm its authenticity with the company. We confirmed that it is genuine this morning after …

Infill Thinking has obtained a statement from Goodnight Midstream in the wake of the M&A termination. CEO Patrick Walker told Infill Thinking… 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 …

Here is the latest new oilfield market participant to weigh in on the debate on the future of in-basin sand. 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 …

We had a conversation with a frac sand supplier this morning that went alot like many others we’ve had with contacts in the supply base recently… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …

Food for thought. The one thing we do know with certainty is that change is the only constant we’ve ever been able to rely on in the oilfield marketplace. While some big step changes have been made over the past 15-20 years, there are always more to come… In this …

In this update, we share our thought progression upon seeing talk implying that a new frac pump design might be considered to be an “e-frac killer.” Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …

Well… the Saudi drone strikes did nothing to curb the unyielding US rig count decline last week. The chart below maps the major basins year-to-date to see where the pain’s been the greatest. Marketing MidCon rigs is such a tough sell right now that it might take the swagger right …

Infill Thinking has confirmed that an LOI on a sales agreement has been signed on a West Texas ranch at the center of a bidding war, family controversy, and the oilfield water frenzy. Login to see the full update… To read this update and receive our research newsletters, you must …

The Friday before last week’s drone attacks on Saudi oil infrastructure that caused oil prices to momentarily spike, Bill Edwards wrote a guest post for Infill Thinking titled Historical Oil Price Perspective & A Sober Long-Term Outlook [Friday Guest Post]. The way oil has traded in the wake of the …

Company by company timeline charts for the top injection well permitters. These charts tell us a lot and also provoke some interesting questions… Consolidation ahead? 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 …

Our latest guest post contains an important message regarding the current state and future of the E&P industry. We are bringing it to you in two pieces. This week, our guest contributor sets the stage on the current environment and tiers that have developed in the E&P industry. Next week, …

During our recent field trip to the Eagle Ford, we met with the seasoned management team of a sand company that tends to fly a bit under the radar. Here is what we learned and saw… Login to see the full update… To read this update and receive our research …

We have learned more about an engineering tweak of large proportions… 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 …

Last month during our Eagle Ford market intel gathering trip (see the big picture highlights here), we stopped by the Signal Peak Silica frac sand production facility for a tour and meeting with management. Login to see the full update… To read this update and receive our research newsletters, you …

In the ongoing legal dispute between company X and company Y over intellectual property… two notable responses from both parties to a judgement in the past 24 hours. There is also another separate and ongoing IPR dispute in the same sector between… Login to see the full update… To read …