Tag Archives: completions

We believe that our readers’ response to news can often be more compelling than the report itself, for our readership comprises some of the industry’s brightest minds, including folks who are working on (or buying from) similar initiatives in the field. See what your fellow Infill Thinkers are saying about …

It’s a sign of the times. Frac sand controversy on Halliburton’s earnings conference call Monday overshadowed everything else, including some interesting points on pressure pumping dynamics, rig count brake tapping, international service pricing trends, and higher wages. We’ll address Big Red’s “non-sand” comments in a separate update later today. These …

The Wall Street Journal knows how to title a hit piece. After their article saying EnerVest is worthless, the company is scrambling to reassure its fearful supply chain. See who works for the operator and read EnerVest’s crisis management response in this update. There’s a lot more to this story… …

Record setting STACK well results announced by Devon on Tuesday morning bode well for what the operator has planned next – a transition to full field, multi-zone manufacturing starting at a nearby location. We share our cliff notes on Devon’s pivotal Showboat project, which spuds imminently. There’s a lot more …

E&P transcripts we’ve seen from recent investor conferences have been pretty upbeat all things considered. Why? Oil prices are sub-$45 and under pressure. Well, shale has some tricks up its sleeve that allow it to keep going, and we break them down here. There’s a lot more to this story… …

Everything seems lined up for an incredible 2H17 for US completion service providers. Everything except for oil prices. In a week of rampant pessimism, our obligatory negative post introduces several new developments you won’t read about anywhere else including what one of the biggest pressure pumpers in the market is telling …

Over the past several weeks, we have spoken with many industry contacts close to the Permian Basin frac sand mining scene. Our channel checks have revealed insights on geology, plant progress, challenges, and contracting activity. In a two part series starting today and concluding next week, we are chronicling some …

We don’t take the EIA data on completions and DUCs (drilled but uncompleted wells) at face value. But we do look at their work for directional trends on DUCs, which can be a good leading indicator for trends in frac horsepower demand. In this update, you’ll find our analysis of this week’s …

Mammoth Energy Services announced Thursday that it has signed a three-year take or pay deal to provide Wisconsin frac sand to an undisclosed pressure pumper. The contract contemplates annual volumes of 720,000 tons comprised of several different grades including 20/40, 30/50, and 40/70. We have thoughts on pricing relative to recent benchmarks, what …

Is frac sand replacing rigs? It would appear so in the US onshore recovery. As unconventional drilling and completion science evolves, the industry’s surface footprint per barrel of oil produced is shrinking. A growing sub-surface footprint (which we can measure with sand) is replacing the surface sprawl. With the US onshore …