In the wake of the Mid-Con sand rush, we were left wondering just how many US completions will have access to plentiful local sand supply in the years to come. So we did some math and discovered that X% of US completions will soon have a local sand mine in …
Read More »Are You Ready For This Month’s Dust Rule Phase-In? A Brief Discussion About OSHA Compliance [Friday Guest Post]
Over the past 12 months, US E&P procurement teams have been under immense pressure to keep up with frenetic growth. The time suck of dealing with immediate challenges like frac consumable shortages and logistics issues has been huge. In fact, because of these pressing issues we believe that some operators …
Read More »Meet The Permian’s Latest Frac Efficiency Challenge: Hotter Than Normal Temps, Earlier Than Normal
The last time a May day was this hot in Pecos, TX was seven years ago. The forecast calls for high temperatures of 108 on Thursday and 109° on Friday in Pecos. Next week, things get worse with temps projected to hit 110°. The average this time of year is …
Read More »10 Talking Points Sure To Surface Over Coffee & Cocktails In Fort Worth This Week
Many of our subscribers have descended upon Fort Worth this week for the large Permian Basin executive confab going on there. We’ve prepared the following “cheat sheet” of talking points in advance of the event. We tried to go a layer deeper than the agenda in this exercise, focusing on …
Read More »Operators Concentrate On Cycle Times As Some Zipper Fracs Save Over A Million Bucks Per Well
2018 is the year of the zipper frac. Reducing completion cycle times is a key overriding theme in shale. Zipper frac are expanding both in use and definition. Check out how this trend is impacting completion programs in this update. There’s a lot more to this story… Login to see …
Read More »Mark Papa Says Shale Pundit Projections Fail To Account For Parent-Child Well Issues [Frac Hit Fear Index Update]
If you came for Mark’s quote, it’s further down along with other recent operator remarks on frac hits and parent-child well production impacts. First, a brief word on the industry’s general tone on parent-child wells and what it means for oilfield service companies after digesting a large batch of recent …
Read More »Frac Water Market Takeaways From The Select Energy Services Conference Call… [Live Blog Complete]
Live takeaways from Select’s 1Q18 earnings call… 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 …
Read More »From What We Are Hearing, This Would Be A Great Weekend To Revisit This In-Depth Petition Primer…
Admittedly, predicting the timing of the DSL listing petition has proven difficult. That said, we suggest readers revisit this in-depth guide over the weekend to be braced for come what may… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »FTS Int’l Says Frac Market Is Ebbing Not Flowing, Confirms Last Mile Conversion Datapoint [Live Blog Complete]
We live-blogged the FTS International conference call this morning, listening for oilfield marketplace implications (not so much financials or FTSI idiosyncratic issues). 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 …
Read More »Halliburton Issues A Rebuttal And An Endorsement
No EPS or EBITDA or financial speak to give you tired-head. Just the market intel that really matters curated from Halliburton’s earnings conference call on Monday April 23. Oh and also the fireworks… lots of fireworks. There’s a lot more to this story… Login to see the full update… To …
Read More »