This week, we have an update on supply/demand equilibrium in a key part of 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 …
Read More »Latest Thoughts
Water You Doing This May 17-18? Infill Thinking Shares Agenda Sneak Peek For The Top Event Of The Year In Water Midstream
In about two months, on May 17-18 at the Ft Worth Convention Center, US oil industry leaders and investors will gather to discuss oilfield water’s evolving business model, market structure, and the latest commercial trends. Chris Wright, CEO of Liberty Energy, is delivering the opening keynote on the future of …
Read More »Permian Frac Sand Per Well Keeps Hitting New Highs [Chart Of The Day]
How much sand are E&Ps are putting downhole in their wells? We take a look at hard independently formulated data showing that Permian completions engineers are increasing loadings on average. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »A Chat With New LML Firm Prestige Logistics Group About Their Market Strategy & Ops
We caught up with the management team of a fast growing last mile service provider making a fresh strategic push into the last mile category in frac. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Peak Pipe Prices? After A 200%+ Rip Higher Since Covid, OCTG Costs Cool Off
OCTG was one of the AFE line items that ran the hottest on 2022 inflation. What’s the trend / expectations as 2023 begins? We discuss 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 …
Read More »Eagle Ford Frac Sand New Entrant Not Stopping With Just One Plant
Since giving our members the heads up about this new frac sand capacity in S TX several times since December, we connected with management to learn directly from them about the project and what else they’ve got in the works… and there’s quite a bit cooking here… There’s a lot …
Read More »Atlas IPO Has Priced. Started Trading On A Tough Thursday [Updated for day one trading]
This is a developing story… 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 discuss our …
Read More »Rig Contractor Sours On Nat Gas Activity. Sees Releases & Pricing Pressure Ahead As More Gas Rigs Seek Shelter In Permian
We take a look at the latest datapoints in the gas crash’s impact on oilfield 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, …
Read More »Mapping The Public OFS Universe’s Customer Concentration From Disclosures
Thoughts on the importance of certain customers to certain OFS providers… 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, …
Read More »Everything You Could Possibly Want To Know About The NWS Plant Reopening Soon
Ever wonder what the actual capex, cash operating cost, sales price at the mine-gate, volume forecast, etc. looked like for one of the nation’s biggest frac sand mines? Wonder no more, constant readers, wonder no more…. There’s a lot more to this story… Login to see the full update… To …
Read More »Shale E&P Capex Is Coming In Hot [Chart Of The Day]
Thoughts on E&P spending for 2023… 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 discuss …
Read More »Atlas Launches IPO With Bullish Read-Through For Frac Sand Sector
This is a developing story… 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 discuss our …
Read More »Smart Sand Shares Blair Reopening Plan, Confirming Recent Reporting
In this update, you’ll find key takeaways from the company’s earnings call that are relevant to the broader frac supply chain marketplace. 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 …
Read More »Consensus Now Anticipates Nat Gas Activity Softening In 2023… So The Debate Has Rapidly Shifted To OFS Pricing
4Q earnings seasons always drag on forever, but last week was the exciting part for oilfield observers. 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 …
Read More »Rigs & Frac Crews Operator-By-Operator For 2023 As Public Gas Drilling Appetite Begins To Taper
What’s new in the nat gas crash? Who’s working where? 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 …
Read More »CEO Change At A Large In-Basin Frac Sand Provider [EXCLUSIVE]
What firm just had a big leadership change and who took over? 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 …
Read More »7 Takeaways From US Silica’s 2023 Market Outlook
US Silica provided their first outlook commentary given in 2023 this morning. Here are 7 key points… 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 …
Read More »In Other News – More Eagle Ford Sand Supply, An E&P Adopts A 2nd Proximity Plant, Detmar Inks A Fueling Deal, H2O M&A, & More…
A bullet point roundup of miscellaneous odds and ends in the frac sand world 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, …
Read More »+4 Permian In-Field Wet Sand Mines
One of the biggest Permian land owners talks about plans for four new in-field wet sand mines and expects to begin operations this 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 …
Read More »Public Gas Rig Count Data Remains Stubbornly (Misleadingly?) Resilient
What’s new in the nat gas crash? 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 …
Read More »2023 Is The Year Of The E-Fleet Inflection [Chart Of The Day]
In the future, we’ll likely look back upon 2023 as the key inflection point in the e-frac trend. 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 …
Read More »A Big Idle NWS Mine’s New Owner Is Looking To Rekindle It In 1H23
A year ago, a public sand company bought an idle mine after its owner restructured from bankruptcy. Here’s the latest on what they are doing with 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 …
Read More »Shale Earnings – Key Takeaways From Several Calls This Week As Gas Weakness Becomes The Key Theme & E&Ps Start To Hint At OFS Deflation
4Q earnings seasons always drag on forever, but we are almost to the exciting part for oilfield observers. 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 …
Read More »Marcellus Local Sand Mine Idled & Impaired
What’s the latest on that new local sand mine up in the Marcellus/Utica that opened in late-2021? In this update, 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 …
Read More »Oilfield Earnings – We Are Almost To The Exciting Part… Some Things To Listen For This Week…
4Q earnings seasons always drag on forever, but we are almost to the exciting part for oilfield observers. 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 …
Read More »A Couple Notable Wellsite Storage / Last Mile Nuggets
We have visual confirmation that a new Scorpion system has deployed in the Haynesville and is now working on a bundled Liberty frac crew acquired in the One-Stim transaction… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Private E&Ps Hit The Brakes On Gas Drilling [Charts Of The Day]
The tip of the spear in shale gas drilling is (Private E&Ps drilling) is clearly pointing lower now. 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 …
Read More »Undeterred By Flattening Market Conditions, Patterson-UTI Is Still Standing Up More Rigs & Frac Horsepower
We discuss a large pumper’s growth plans… 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 …
Read More »Things We Heard About Shale Gas Activity Softening On Earnings Calls This Week…
Widely relied upon public data is causing a false sense of security about the resilience of shale gas 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 …
Read More »Reimagining Containerized Sand – Introducing WereWolf After Seeing It In Action [Photos, ‘How It Works’, & Analysis]
We recently had a chance to visit a MidCon frac job to see a brand new last mile logistics solution in action. We share what we saw, photos, and analysis on market implications. There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Frac Startup Is Rolling Out A 2nd Fleet This Month After Pivoting From Water To Pumping. Fleet 3 Next Year…
New details on a new frac startup company after catching up with management… 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 …
Read More »Sand Revolution – Updates On Market Share, Electrification, & CNG Re-fleeting
New details on a privately-held last mile logistics solution 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 …
Read More »Technical Reports On Atlas Kermit & Monahans Sand Mines
The Atlas Energy Solutions S-1 filing is the gift that keeps giving… information that is… here we share more takeaways as we continue to peruse the document. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Atlas Sand Plant Utilization Approached 100% Of Nameplate In 2022 & Other IPO Takeaways
The Atlas Energy Solutions S-1 filing is the gift that keeps giving… information that is… here we share more takeaways as we continue to peruse the document. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Texas Ice – Permian Frac Crews Lose Days And Eagle Ford Sand Mines Fall Behind
Today we have prepared the following bullet point summary to update members on the Texas frac market following this week’s winter weather event in the southwest. 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 …
Read More »After Four Years Of Decline, Wellsite Storage Counts Look Flat To Up In 2023 [Chart Of The Day]
Earlier today, we updated our Wellsite Storage system count file for data clients (download link). As a key takeaway, our estimated count for…. 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. …
Read More »Results From Impromptu Poll On Future Of Energy
We are setting a calendar reminder for 2050 to revisit this post and see who’s right! 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, …
Read More »Atlas Files IPO, +5mmtpa Permian Sand Capacity, $400mm Conveyor Price Tag, Autonomous Wellsite Delivery & more!
This is a developing story… 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 discuss our …
Read More »U.S. Sand Driver Shortages Have Mostly Abated, Except In One Particular Basin
In the Permian, we hear much less about sand driver shortages than we used to here recently. Not so in the… 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 …
Read More »Who’s Fracing In Shale Gas? Company-by-Company Analysis…
With concerns growing about a gas fracing slowdown, we analyze fleet composition for the total US and the gas plays in particular. 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 …
Read More »The First Evidence That Natural Gas Activity Is Slowing Down [Chart Of The Day]
Widely relied upon public data is causing a false sense of security about the resilience of shale gas 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 …
Read More »Frac Service Providers Warn Of Gas Basin Pullback As The Oil Basin Frac Outlook Flattens Out
The pumpers had some interesting things to say this week… we break it down 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 …
Read More »ESG Narrative Downshifting Detected In Meetings With Non-O&G Industry Executives In LA This Week
This week, we spent some time interacting with executives and senior finance folks from outside our core O&G rolodex… 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 …
Read More »In Other News… A + For NWS? A Sudden Frac CEO Change, H2O Buyer Id?, Freeze Fizzles & more…
A variety of interesting shale datapoints and anecdotes popped up in our research this week that didn’t warrant a full Infill Thinking write-up but are none-the-less worthy of a mention. Here are several of them: There’s a lot more to this story… Login to see the full update… To read …
Read More »HAL Indirectly Addresses ProFrac’s Sand Strategy As They Build INCREMENTAL Fleets Against A Full Frac Calendar
Halliburton’s conference call this morning lines up well with some of our recent research and presents a positive fundamental framework for OFS into next year (albeit with growth coming at a slower pace now)… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Frac Sand Mine Activity Growth Rate Cooled In 4Q22 [Chart Of The Day]
Today, we have updated our bottom up US frac sand mine monitor for data clients (download link), tracking activity at more than 140 frac sand producing sites across the Lower 48. As a key takeaway… There’s a lot more to this story… Login to see the full update… To read …
Read More »Quantifying A Contributing Factor In The Sudden Permian Sand Tightness This Week [Chart Of The Day]
This week we’ve heard some anecdotes about the frac market that sent us into our data library to provide some context with hard numbers for a very important trend… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »The First Test Of 2023 – Permian Sand Market Suddenly Tightened This Week
Permian local sand availability is… 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 discuss our …
Read More »The Dallas Fracin’ Cowboys
A big Frac Franchise is teaming up with a big Football Franchise… some thoughts on yet-to-be-officially-announced deal. 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 …
Read More »2023 Shale Predictions
Happy New Year! Our 2022 predictions from a year ago did pretty well (link), so we are giving it a go again this year. Here are 10 predictions on what’s coming next in the oilfield marketplace… There’s a lot more to this story… Login to see the full update… To …
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