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 »The Nascent Rail Service Recovery Breathes A HUGE Sigh Of Relief [Charts Of The Day]
For frac it would have been a big deal but for railroads, it could have been devastating. 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 »Vintage Distribution Of Permian In-Basin Sand Capacity [Chart Of The Day]
We are tracking 10 new Permian local sand mines this year, which got us thinking about the vintage distribution of in-basin nameplate 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. …
Read More »Frac Inflation – One Big Driver Quantified [Chart Of The Day]
Inflation has been one of the hottest topics in shale lately, so here we take a look at one of the key drivers of completions cost escalation with hard data. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Permian SWD Demand Moves Higher In 2022; E&Ps Factoring More Heavily Into Mix [Chart Of The Day]
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 …
Read More »If Oil Stays Above $80, Frac Sand Demand In 2023 Hits New Record Highs [Chart Of The Day]
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 …
Read More »Permian Sand Mining Surged In 2Q As Supply / Demand Gestures For Equilibrium [Chart Of The Day]
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, …
Read More »First Look: 2023 Frac Sand Demand If Oil Prices Are $100+
This week, our Lium colleagues updated their quarterly data packet and D&C model with fresh forecasts for 2023 on a $100 oil base case – updated databases include D&C Model, E&P Spending, Rigs, Wells, Frac, Shale Fleets, Frac Sand, and sand prices. In this chart of the day, we share a snippet from the big …
Read More »Frac Sand Mine Activity Trends – Doing More With What You’ve Got [Chart Of The Day]
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, …
Read More »An Uptick In Frac Sand Prices Next Month Is Coming. It Has Nothing To Do With Mines [Chart Of The Day]
Mine-gate prices have been a source of inflation in well costs this year, but the mine-gate might not be where customers experience the next round of pain… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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