Tag Archives: completions

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 …

Over the past two weeks, three different EOG execs spoke at three different investor conferences. Reviewing their commentary and separating signal from noise, here’s the latest on this E&P leader’s field tactics and development strategy. There’s a lot more to this story… Login to see the full update…  To read this update …

Today we are kicking off a new series, Follow The Leaders, in which we’ll be distilling real-time conceptual shifts discussed by leading unconventional E&Ps into quick, digestible updates. The purpose of this new series is to document only the most important big picture thinking, science, and experiments the US tight oil leaders are exploring …

Newly minted Halliburton CEO Jeff Miller spoke earlier this morning at the UBS conference in Austin, TX. Although he’s no stranger to the investment community, this was his first presentation since being named Dave Lesar’s successor. In a wide-ranging “fireside chat,” Jeff shared market insight on frac sand availability, logistics, completions …

  In a feature story on Bloomberg News Thursday morning, several research updates issued by Infill Thinking recently are featured prominently. Check out Joe Carroll’s latest must-read below… Fracking Crew Shortage May Push Oil’s Biggest Bubble Into 2018 Shale explorers pushing to expand oil production are struggling to find enough fracking crews …

A round up of various talking points and trends in the US frac market as it stands today including comments on pricing, utilization, availability, contracting activity, and completion size trends. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

The oilfield service IPO surge this year has been met with a hostile energy tape. Over the past week, two oilfield service IPOs attempted to cross the finish line: Liberty Oilfield Services and Solaris Oilfield Infrastructure. Both were met with pushback. But Solaris got done and Liberty didn’t. Here’s why and what it …

1Q17 reporting season is drawing to a close. Over the past week, we heard from two more frac sand miners: Smart Sand Inc. and Emerge Energy Services. To cap off earnings season, we went back through our conference call notes from these two producers and pulled out the eight most important points …

We actively monitor spending patterns for approximately 50 public independent operators. With virtually all of their 1Q17 results disclosed over the past week or two, we can now report some detailed insights on what their spending during the first quarter of the year means for the rest of 2017. There’s a lot …