On Monday in the Permian,… 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 …
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In Other News… More ProFrac M&A, BP Budget Bulge, Permian Production Problems, Frac HHP Bottleneck, & 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 »Hindsight Is 2022! Grading Infill Thinking’s Frac Predictions From A Year Ago
One year ago, we made 10 predictions about 2022 in this update. In this “post mortem” report, we hold ourselves accountable for the hits and misses… how’d we do? Hint, if this were an exam in school, we’d have scored a 90%! There’s a lot more to this story… Login …
Read More »Superior Silica Sands Wet Plant Returns To Full Production
The very latest on a big 4Q22 development in the Eagle Ford sand supply stack… 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 »New Video, Details & Diagrams Emerge On Atlas Dune Express
After covering a radical project’s announcement and contracts last week, we have a few more details 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 Infill …
Read More »Atlas IS Building Their Delaware Basin Sand Conveyor After All! Dune Express Announced Today
This is, without any doubt, the most radical logistics concept that we’ve ever seen move off the drawing board 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 …
Read More »More Eagle Ford Sand On The Way?
A small local sand plant in the Eagle Ford about 40 miles south of San Antonio down 37 that never really did much. Is that about to change under new ownership? There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Tracking The “Born On Date” For The U.S. Frac Fleet [Chart Of The Day]
We estimate there is about X-X mm hydraulic horsepower (HHP) available in the U.S. market. Here’s how it stacks up by age…. 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 »Super Majors Are Starting To Show Their Cards On Higher 2023 Shale Spending
Together we estimate Chevron and Exxon are running X frac crews and X rigs in the Lower 48. We dig into their budget and production outlooks given this week. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Quick Thoughts On Eagle Ford Sand Fire, Endangered Species, H2O M&A, & e-Frac Newbuilds
Four unrelated quick hits of interest in shale today are summarized below. 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 …
Read More »Thoughts On ProFrac’s Latest Sand Mine Purchase Deal
The wait is over to see who one of ProFrac’s M&A targets 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 …
Read More »So Much For Capital Discipline… E&Ps Repeatedly Hiked 2022 Budgets & Completed More Wells As Costs Soared
Although E&P management teams continue to spike the football about their capital discipline on earnings calls, capital budget and spending data tell a different story in shale. 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 »Frac Sand’s BILLION Ton Decade [Chart Of The Day]
How much sand is moving these days? A lot – find context and timeline for shale consumption over a decade long view 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. …
Read More »Data Note – Permian Frac Sand Supply Analysis
We have refreshed our Permian frac sand mine data (download link for latest database). Here are a few data takeaways from 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 be a member. …
Read More »Superior Silica Sands Issues Update On Wet Plant Fire, Which Tightened Eagle Ford Sand Supply
Developing news about a big issue for the Eagle Ford sand supply stack… 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 …
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