One beaten-down reader told us last week that we need to start a virtual happy hour after every newsletter we send these days. We understand – the subject matter is indeed depressing. Recent newsletters haven’t been easy for us to ship, for we know that our writings reflect the pain …
Read More »Wherever Frac May Roam… Meet Nomad, A New Entrant In The Emerging Mobile Mini Frac Sand Category
We recently caught up by phone (observing social distancing) with the management team of a new entrant in the emerging mobile-mini frac sand plant market. Here’s what we learned about their plans and what they are doing differently… There’s a lot more to this story… Login to see the full …
Read More »A Dystopian 2020 US Oilfield. Day-By-Day E&P Budget Cuts & A Look Ahead… [Chart Of The Day]
This piece charts the capex cuts daily so far in what can only be described as a historic, no dystopian, E&P crisis response. We also discuss what happens next with capex spending and frac crew releases and the bigger picture… There’s a lot more to this story… Login to see …
Read More »MidCon Local Frac Sand Capacity Is Contracting Rapidly [Exclusive]
We track Xmmtpa of frac sand production capacity online in the MidCon today. We now believe that frac sand demand could sink south of Xmmtpa on an annual run rate as mid-year approaches. Here’s how local plants are reacting… There’s a lot more to this story… Login to see the …
Read More »COVID-19 Blamed For Work Stoppages At Several Frac Jobs This Week [Exclusive]
Frac disruption and inefficiency is on the rise as workers show symptoms or test positive for COVID-19… 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 »Tallying Up The Known Frac Crew Releases For The Public E&Ps
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 us to discuss our current subscription options at [email protected]. (Current …
Read More »Seems Impossible, But Things Got Worse Between Black Monday & Friday The Thirteenth [Notes From The Field]
As last week wore on, we had hoped it would get better. It did not. We had also hoped that our initial concern expressed on Tuesday was overstated when we wrote then that the swiftest shale pullback in history could be imminent. It was not. As the week wore on, …
Read More »Factoring 2020 DOT Drug & Alcohol Reg Changes Into Frac’s Last Mile [Friday Guest Post]
When Phil Baxter recently asked me if I had looked into the big changes that were made in January to the FMSCA’s drug and alcohol policies (and the impact they could have on hauling capacity in the frac supply chain), I perked up and asked if he’d chime in on …
Read More »US Tight Oil E&Ps React Swiftly, Decisively To SLAM The Brakes
It’s been 36 hours since the oil industry’s D-Day equivalent, and US E&P operators are wasting no time cutting 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 …
Read More »Don’t Conflate Exxon’s Big Permian Rig Count Chop With Completions [Analyst Day Takeaways]
Within minutes of the transcript of the Exxon analyst day being released, we shared this summary of what’s new in the company’s Permian Basin Drilling & Completion outlook…. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
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