Thoughts For Subscribers

Key Market Takeaways From RPC’s Frac Outlook & Results

RPC’s conference call this week echoed research presented in Infill Thinking’s recent stream on completions trends around pricing, materials and logistics… 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.) …

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Frac Sand Pricing Momentum Continues To Build

For data clients, we have just posted bottoms-up analysis of nationwide frac sand mine activity for 4Q21 here. Some interesting high level takeaways have to do with NWS activity in the aggregate during the quarter…. Login to see the full update… To read this update and receive our research newsletters, …

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Halliburton Frac Is “Sold Out”; Net Pricing Ticking Higher

Halliburton’s conference call this week echoed research presented in Infill Thinking’s recent stream on completions trends around pricing, materials and logistics… 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.) …

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7 Key Oilfield Water Themes In 2022

We are looking forward to participating in the IN-PERSON 2nd Annual Oilfield Water Markets Conference this March 10-11 along side over 300 of the industry’s movers and shakers. If you care on water, this is the event to attend and the agenda is coming together nicely with speakers confirmed from …

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First Look At Permian Mine Activity Data [Chart Of The Day]

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

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Crane County Geyser Is Sucking Up ALL The Vac Trucks

Big water kerfuffle out in West Texas, and this time it’s not earthquake related… 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 …

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Trucking Crunch Update Plus New CNG Trucks Roll Out In Frac Sand Land

Trucking talking points from a painfully strained week 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 free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and …

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Permian E&P Operators Begin 2022 With A Cheery Disposition

Several talking points in the E&P narrative this week stood 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.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New …

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In Memoriam: Scott Pegram

Many Infill Thinking readers know Scott Pegram, and it is with a heavy heart that we write this post today. Scott spent four years at Halliburton on the front lines of the frac supply chain where he managed sand logistics in the good old days before local sand (2013-2015). Then …

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10 Frac Supply Chain Predictions For First Half 2022

Happy New Year! Oil prices firmed up over the holiday break, putting the 4Q21 flash crash scare firmly in the rearview mirror. Here’s some thoughts on what’s coming next in the oilfield market place… Login to see the full update… To read this update and receive our research newsletters, you …

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2021 Infill Thinking Christmas Carol Release

Re-wording the holiday classics to reflect the latest oilfield trends is a Christmas tradition as old as Infill Thinking itself. Part market research, part holiday cheer; these songs capture the spirt of the season and the trends dominating the oilfield each year. This year’s Infill Thinking ballad is the sixth …

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A Quick Roundup Of New In-Basin Frac Sand Plants To Watch In 2022

Sand demand is up but supply base is evolving too. Here’s how… 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 …

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A Pressure Pumper’s Transload Table

While nerding out this week in SEC filings, we came across an interesting table… 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 …

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Texas Needs A Thousand More Sand Truck Drivers For 2022

A fair number of Infill Thinking members have written in or called recently about truck drivers. Specifically, folks are wondering if… 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.) …

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Will E&P Operators Pay ESG Premiums In OFS? We Asked, And Here’s What They Said… [Chart Of The Day]

Our well-attended industry marketplace survey continues to yield insight about the year-ahead outlook… 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 …

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So Much For Seasonality Says The US Rig Count

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 …

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E&P Operators Expect Higher Net Pricing On Sand And Pumping In 2022 [Charts Of The Day]

Our well-attended industry marketplace survey continues to yield insight about the year-ahead outlook… 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 …

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E&P Oil Price Assumptions Give Some Comfort As Volatility Spikes During 2022 Budget Planning Season [Chart Of The Day]

Our well-attended industry marketplace survey continues to yield insight about the year-ahead outlook… 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 …

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2022 Outlook Survey Results Are In! [Charts & Commentary]

We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead outlook… 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 …

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New Year Could Bring Bigger Headaches For Permian Sand Buyers…

Thinking ahead about frac sand sourcing in 2022 for the Permian Basin. 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 …

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Permian Sand Problems Are Piling Up Before The New Year

Frac sand situation report for the Permian Basin. 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 …

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