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 …
Read More »Stagnant Sand Pumped Per Crew Day Exacerbates Well Cost Inflation Pain [Chart Of The Day]
Frac efficiency has stagnated over the past several quarters…. 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 …
Read More »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…. There’s a lot more to this story… Login to see the full update… To read …
Read More »Where Would $85 Oil Put The Frac Fleet Count In 2023? [Chart Of The Day]
This week, we stress tested our data models in a good way – for upside in our oil price assumptions! 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 …
Read More »NWS Production Trends – 3 Observations & 5 Key Questions Going Forward
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…. There’s a lot more to this story… Login to see the full update… To read …
Read More »First Look At Permian Mine Activity Data [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 »2022 Shale Well Cost Inflation Expectations Are Too Low [Chart Of The Day]
What are we hearing about well costs moving higher? What’s the next shoe to drop? What were folks expecting vs. what’s coming down the pipe? 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 …
Read More »Here’s What $55 WTI Would Do To Frac Sand Demand Through 2023 [Chart Of The Day]
What would $55 oil do to frac sand demand over the next 24 months? Read on brave reader to find out! 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 …
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