Tag Archives: eagle ford

An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 …

In addition to the in-depth updates published so far during this week in the frac research life, these 7 quick hits also crossed our desk and are worthy of a mention… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

Want to know how many trucks are hauling Texas frac sand and who controls them? We don’t have all the answers, but we have some of them…. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

It’s been nearly three weeks since the Texas cold snap began and froze the oilfield. As Infill Thinking readers know, the frac sand supply situation in Texas went from bad to worse in a hurry during… There’s a lot more to this story… Login to see the full update…  To …

From peak to trough, last cycle’s X% rig count in South Texas decline took X months. This cycle, a X% drilling decline has played out in just X months…. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

We estimate the active frac fleet count across the two big Texas oil plays has fallen from up near X crews in 1Q20 down to only about X active fleets today. This is now old news, but it still takes our breath away to see that in print. Obviously, nobody’s …

We have arrived at the following ranges for active frac crew counts by basin based on information received from multiple plugged-in contacts we trust. This isn’t necessarily “Gospel,” and you may have hard data you are relying on that falls outside these ranges. But there is value in knowing where …

We have reviewed a draft of the proration order and share it and something that jumps out at us here… 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 …

The Texas Railroad Commission (and a whole bunch of oilfield folks) had a very busy Tuesday. The three Commissioners hosted a nearly 9-hour long virtual open hearing on Tuesday, taking petitions for and against prorating Texas oil production. 20,000 viewers tuned in to watch the webcast. A whopping 53 industry …

Last week, Hi-Crush said on their 4Q19 earnings call that January 2020 was the strongest month of sand sales in any January in company history. This datapoint is inline with our recent stream of reporting on stronger than expected frac activity – and sand demand – starting with this update …