Earlier this week we shared five talking points from our sideline conversations at the Petroleum Club’s completion supply chain conference last week. We wrap up our event coverage today with these additional points from our conversations. There’s a lot more to this story… Login to see the full update… To …
Read More »Southern Red Sands Spotlight After CEO Chat [Part 3/4 Utah Sand Series]
In an exclusive series of updates over the past couple of weeks, we have been analyzing frac sand market conditions in the often overlooked Utah completions market where big changes are happening in the supply stack. In this third installment of the series, we shine a spotlight on one new …
Read More »Are Frac Sand Customers Almost Done Spiking The Football On Cost Savings?
The latest operator commentary on frac sand continues to underscore local sand adoption and cost savings – themes that have been consistent on E&P calls since early-last year. However, this may be one of the final earnings seasons where we see… There’s a lot more to this story… Login to …
Read More »How Much Local Utah Sand Will Be Devoured? A Look At Demand And “Uniquely Utah” Logistics Issues [2/4 Uinta Sand Series]
In a research update last week, we shared exclusive details on the local frac sand production scene in the state of Utah. In the second installment of our three-part series on local sand in the Uinta Basin, we discuss proppant demand and logistics in this unique completions market. There’s a …
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 »Frac Hit Fear Index And Parent/Child Interference In The Tight Oil Narrative
We devote a lot of bandwith to the most pressing concerns facing tight oil development here at Infill Thinking. In the long-run, other constraints rise on the horizon. These are the big picture sustainability sort of questions for tight oil development. In this post, we list these big picture issues …
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