Infill Thinking Lifting the O&G knowledge curve

With the rubber hitting the road on 2023 budget planning, OFS and E&P CEOs converged in New York this week for the annual Barclays energy investor conference. Here’s what stood out to us… There’s a lot more to this story… Login to see the full update…  To read this update …

A new plant startup this week makes good on an Infill Thinking prediction from two months ago. 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 …

Lots of people talk about wet sand. We quantify it – mine by mine, crew by crew, operator by operator – to put some context on market penetration. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

It’s much easier to spend growth capital when each well drilled and completed is a smaller and smaller percentage of your cash on hand! So how’s that looking for the various oilfield participants? There’s a lot more to this story… Login to see the full update…  To read this update …

Catching up with the company’s leadership team this week, we learned more about their CNG refleeting efforts announced last 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 …

It’s been an interesting year for water management as the disposal industry navigates new restrictions on injection amid surging water volumes from completions activity growth. 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 …

What’s the latest on that new local sand mine up in the Marcellus/Utica that opened in late-2021? In this update, we provide all the latest datapoints we can get our hands on in the public record about this facility. There’s a lot more to this story… Login to see the …

Tell us what the oil price is going to be, and we’ll tell you what frac sand demand will be… or at least what our shale data science models (fine tuned over many years and many cycles) estimate it will be! There’s a lot more to this story… Login to …

Industry talk about another new entrant frac sand miner is building, but we’ve been unable to connect with the right folks at the company yet to confirm… here’s what talk in frac sand inner circles suggests… There’s a lot more to this story… Login to see the full update…  To …

What does satellite imagery tell us about the frac market? 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 …

Although the mainstream press will focus on the orders, there’s something unique about them that could have big implications in the sector… 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 …

This week, we are working with our colleagues at Lium Research on refreshing the quarterly Shale Data packet, which includes forecasted frac crews, wells, and frac sand demand among other metrics. If you are a Lium data client, watch for email notification about the new downloads later this week. A …

This earnings season, more than half the public E&Ps we monitor hiked their 2022 budget guidance. Many for the second time already this year… The publics are on track to spend 15-20% more than they originally communicated when 2022 budgets were set. Why? Well… There’s a lot more to this …

We follow up on several recent Infill Thinking reports about new sand capacity with more details from our channel 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 …

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 …

We are picking up some interesting chatter in the frac supply chain… 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 …

With the list of both confirmed and rumored new greenfield frac sand projects in 2022 growing, we built this new database for Lium Data clients with all the new plants we are monitoring. In this update, we share observations about the new capacity we are tracking… There’s a lot more …

Investment bankers have been BUSY making deals happen in E&P during 2022. Here’s a data driven update on the situation… 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 …

What to expect in northeast rig count going forward? We discuss… 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, …

Two weeks ago, our team participated in a productive and well attended Marcellus Water Shale Business Update conference hosted by Oilfield Water Connection. We had the opportunity to moderate the panel on “Midstream of Water” which was comprised of senior speakers from EQT, Equitrans, and Gemini Shale Solutions. The event …

This earnings season, frac sand comments have been fairly light. The most notable of the sand remarks made by E&Ps on their conference calls over the past couple weeks was… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

We think through some reasons why a lot of oilfield service companies could be up for sale – many more than normal at this point in the cycle – and what this could mean for M&A and consolidation going forward. There’s a lot more to this story… Login to see …

After breaking the news of NexTier’s CIG acquisition earlier this week ahead of the press release, we’ve had time to digest the deal and consider it’s implications, which we discuss here… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

Something interesting is afoot on the contracting / bidding process for 2023 in shale oilfield services… 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, …

Back in May we wrote about sand activity in southeastern NM. Today, one of the firms we identified as a potential new player in the area announced their intentions to bring capacity online. There’s a lot more to this story… Login to see the full update…  To read this update …

Now the company confirms prior Infill Thinking exclusive reports… 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 …

Some talk in the market this week appears to have some truth to it… 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 …

Some talk in the market 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 Infill Thinking, or your membership has expired, please email us to …

New local sand capacity may be coming to the Uinta Basin… 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, …

What to expect in northeast rig count going forward? We discuss… 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, …

Sand litigation is back. We analyze the new developments in the ongoing legal battles here… 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 …

US Silica provided their positive results and outlook this morning. Here is a digestible bullet point summary of the key market intel they shared plus our data for context on a couple points… There’s a lot more to this story… Login to see the full update…  To read this update …

During this frac earnings season it has become more clear who is holding the line on fleet additions vs. who is adding 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. …

First Halliburton, then Liberty, and now Nextier and RPC Inc have all beat consensus expectations for 2Q22 and raised guidance ahead of expectations for coming quarters. It’s a great time to be a pressure pumper. So far… There’s a lot more to this story… Login to see the full update…  …

What to expect in northeast rig count going forward? We discuss… 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, …

If you care about “unleashing US LNG” or natural gas trends and have some flexibility in your schedule this week, then you should consider coming out to Pittsburgh this Friday July 29th for the Oilfield Water Connection conference (link). E&P operators together accounting for 82% of PA Marcellus natural gas …

On Monday afternoon, Liberty reported earnings that SMASHED consensus expectations (beating both consensus sales and profit expectations and raising guidance above 3Q22 consensus expectations). What does Liberty’s outlook mean for the frac industry? We discuss here… There’s a lot more to this story… Login to see the full update…  To …

This week, we have an update on local sand mining activity… 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, …

Frac crew counts continue trending higher despite a much more disciplined frac industry. We take a look at YTD trends leveraging Lium data 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 …

A round up of interesting happenings and developments in the frac world… 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 …

Here is a look at how proppant supply base is operating plus thoughts on demand growth vs. supply base activity! 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 …

Halliburton’s conference call this week confirms some of our recent research and presents a positive fundamental framework for OFS into 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 …

A study of ProFrac’s Sand strategy…   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 …

The Eagle Ford this year has been hot and cold at various points in time. Currently, it’s hot… here’s what we are hearing! 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. …

Do you have access to the sand price benchmark data that your competitors are using to judge the market? 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 …

Here is a look at how proppant moves in the completions industry and who is moving it. 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 …

Could a frac sand greenfield project stalled by financial distress in the last cycle finally come full circle and serve the SCOOP/STACK frac market? 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 …

What to expect in rig count going forward? We discuss… 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 …

By The Stats – Membership Resources Provided During 1Q22 In the 90 days ending March 31, 2022, the Infill Thinking research team: published 76 independent research updates, emailed 24 original Infill Thoughts newsletters to active members, regularly updated Lium Database Downloads for data clients, moderated a frac sand panel discussion …

We drove out to several in-field frac sand mines and this is what we saw and learned… 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 …