For years – even before capital discipline started trending in 2017 – Wall Street research analysts have constructed models to benchmark the effectiveness of E&P capital deployment. But what if we turn the logic around a bit and look for layoff risk indicators in the size of… There’s a lot …
Read More »Oilfield Water Deals Are Approaching $5 Billion In Value So Far In 2019 [Chart(s) Of The Day]
It probably comes as no surprise to Infill Thinking readers that 2019 has been a record year for corporate transactions involving oilfield water firms and assets. We’ve covered transactions (and potential transactions) ad nauseam throughout the year. With 2019 winding down, we paused today to reflect on the corporate transaction …
Read More »A First For The US Local Sand Workforce [Chart Of The Day]
For the first time since the disruptive local sand shift began back in 2017, the total workforce employed by the US local frac sand mining industry has… 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 »Sand By Rail Volumes At UP Resume The Downtrend After Several Stable Quarters [Chart Of The Day]
In 2H17, we estimate the Union Pacific Railroad moved about one out of every X tons of frac sand pumped in the US. Today, we estimate their trains only move about one in X tons pumped.
Read More »Vizualizing West Texas 2019 SWD Leaders [Chart Flip-Book]
Company by company timeline charts for the top injection well permitters. These charts tell us a lot and also provoke some interesting questions… Consolidation ahead? 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 »The Top 15 New Injection Well Owners Of The Year In West Texas [Chart Of The Day]
Operators still factor pretty heavily into the new injection well owner lineup, and we wonder how much longer that will be the case as many E&Ps continue to evaluate the separation of their wastewater management. A couple other interesting observations before we get to the data: There have been… There’s …
Read More »Permian Frac Sand Workforce Peaks & Dips For The First Time [Chart Of The Day]
Earlier this year, Infill Thinking predicted that the Permian frac sand workforce would peak during 2Q19. Analysis of 2Q19 actual workforce trends confirms the prediction has panned out. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »For The Second Quarter In A Row, Frac Sand Car Loads Are Stable At This Big Line
Here’s what completions supply chain folks need to know about Union Pacific’s market commentary Thursday morning… 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 »A BIG Change In The Rate Of Change For Union Pacific’s Frac Sand Business [Chart Of The Day]
Here’s what completions supply chain folks need to know about Union Pacific’s market commentary Thursday morning… 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 »Who Does Smart Sand’s Revenue Come From? [Chart Of The Day]
In light of recent contract enforcement news, we constructed this time series on a sand producer’s key customers. 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 …
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