Starting this week, we begin an analytical tour around basins outside the Permian. The focus feature in each of our regular weekly rig count updates over the next couple weeks will provide an overview on D&C activity trends in key basins beyond West Texas. Here are five Marcellus Shale charts …
Read More »Monday Night Football Was A Snooze… Hi-Crush’s Analyst Night Packed A Bigger Punch
While the Lions were busy pummeling the Giants 24-10 on Monday night, Hi-Crush was hosting an analyst day (or night as it were) for investors. Over dinner at the Holiday Inn in Odessa Texas, the event showcased nine senior executives providing an in-depth overview of the company’s business and introducing …
Read More »Sand Surveillance: 9 Interesting Market Insights From Last Week’s Investor Conference
Last week, more than 75 oilfield executive presented their outlooks at the Barclays Energy-Power conference in New York. We thumbed through all the transcripts to extract the most interesting new insights on the frac sand market. We glossed over pedestrian talking points, capturing only new and interesting stuff that we …
Read More »Solaris Silo Six-Packs Are Spreading Fast [Update, Analysis, & Site Visit Observations]
Solaris Oilfield Infrastructure’s shale presence is expanding rapidly. If you blink you might miss their next system deployment (most deployments are configured as silo six-packs). In this update, a look at their progress, their system up close and personal, and what’s next for this fast growing newcomer in the US …
Read More »DUC Hunting Season Returns [Guest Post]
When I first met Todd Bush, he was laying the groundwork for the research firm he co-founded in 2012, Energent Group. Even back then when his databases and software were in their early stages of development I recall being impressed by the granularity of the charts and output he was generating. …
Read More »The Pressure Pumping Newbuild Situation: Who Is Building, Who Is Not, And Who Is Not Saying…
At this point in the cycle, what every US shale market observer wants to know is when that big wave of newbuild pressure pumping equipment orders is going to hit. Pricing has been on the rise for over a year. Re-deployments have been the supply growth story so far, but …
Read More »Bulletproofing Black Mountain – A Look Behind The Gate
Impressions, takeaways, and observations from a morning spent with Black Mountain Sand in West Texas touring their new sand plants Vest and El Dorado. A slideshow of construction pictures is included in this update. There’s a lot more to this story… Login to see the full update… To read this …
Read More »E&P Innovation Models – Revealing A Case Study Of How To Do It Right
They say necessity is the mother of invention, and no one in the oilfield understands necessity better than the operators themselves. Today, tight oil is at the technological forefront of the oil and gas industry. Exploiting low permeability, heterogeneous rock at $50 oil makes invention and innovation a requisite not …
Read More »Download The Latest West Texas Mine Project List Here [Excel File]
We updated our table of planned frac sand mining facilities in the Permian after several readers asked for the latest file this week. 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. …
Read More »Reader Response To The Latest Permian Mine News
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 …
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Infill Thinking Lifting the O&G knowledge curve