The simulfrac trend is spreading fast in shale, and rightly so. Whatever frac efficiency metric you look at – whether it’s stages/crew day or stimulated feet per month or pumping hours per quarter or time on location – the step changes simulfracs are delivering are disruptive and mindblowing. The implications …
Read More »How Many Meshes Do Shale Wells Really Need?
As most Infill Thinking readers know, E&P operators often require their pressure pumpers to use multiple size grades on shale / tight oil wells. In fact, several grades are often used in the same stage. Is that about to change? There’s a lot more to this story… Login to …
Read More »A Dozen Or So Notable Frac Supply Chain Datapoints
We hear lots of things. Some of them bear repeating… 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 …
Read More »How, What, Where, Why, Why Now, & Who? [Simulfrac Series]
This week, we launched a new research series covering the implications of simulfrac adoption across the completions market. The series kicked off with thoughts on why it matters and future thought pieces will trace the trend’s ripples into specific niches of the US shale value chain (like sand and water …
Read More »Vanishing Idle Time In Fracs – Breaking Down The Next Big Step In Shale’s Efficiency Journey [Simulfrac Series]
The simulfrac trend is spreading fast in shale, and rightly so. Whatever frac efficiency metric you look at – whether it’s stages/crew day or stimulated feet per month or pumping hours per quarter or time on location – the step changes simulfracs are delivering are disruptive and mindblowing. The implications …
Read More »And The Hottest Topic At The Houston Frac Sand Conference This Week Was… Drum Roll Please…….
Big kudos to Pete Cook and the Petroleum Connection for hosting another great sand event in Houston this week. No one does it better than that team, and it was great to see everyone in person again. Here is some of what we learned… There’s a lot more to this …
Read More »Infill Thinking’s Top Fifteen 1Q21 Updates
1Q21 is in the books and what a quarter it was… we look back on one wild ride to start the new year 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, …
Read More »Don’t Call It A Comeback, But NWS Is Getting Some Interesting Buzz In 2021
In 2021, NWS and out-of-basin regional sands are finding some pockets of opportunity for re-entry in the Texas market. And we believe this is almost entirely due to… 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 »The 2021 Public E&P Spending Situation [Charts Of The Day]
Here are three charts updating the public E&P spending situation for tight oil, nat gas, and total Lower 48 in 2021 leveraging the latest Lium data with almost all the publics having now firmed up 2021 budgets and given 2020 actuals. There’s a lot more to this story… Login to …
Read More »1st Look At $70/BBL In The Permian… Spoiler Alert-New Record High Frac Sand Demand! [Chart Of The Day]
Oil price momentum continues. Good news from OPEC yesterday buoyed WTI above $65. What might $70 oil bring for Permian oilfield activity? The data scientists at Lium Research, our affiliate, had actually run the numbers on that very question a week before this latest oil price spike for data clients …
Read More »