Tag Archives: frac sand

We checked in with a whole bunch of our oilfield service and E&P contacts this week. What we heard from them sure sounds like complete capitulation in the oilfield market. The bottom is coming into focus. Here’s what folks we talk to are saying… There’s a lot more to this …

By The Stats – Membership Resources Provided During 1Q20 In the 90 days ended March 31, 2020, the Infill Thinking research team: published 86 independent research updates, emailed 25 original Infill Thoughts newsletters to active members, issued 14 data releases to Think Sheets® members, got in one last great member meetup …

This morning comes official news of the first in-basin Permian sand mine closure since Black Monday. This may be the first official Permian closure in the pandemic era, but it a) won’t be the last and b) might not be the actual first. Here’s what we are watching as the frac sand demand destruction situation …

As this vicious downturn sends the US oilfield industry into a workforce reduction spiral, it goes without saying that hiring freezes have become the norm. Just how bad is it and are there any bright spots? We quantify the oilfield job market here… There’s a lot more to this story… …

E&P operators announced their spending cuts a week or two before most of the oilfield service industry (OFS). We are tracking the E&P capex pullbacks in real-time here, and their planned rig releases and frac crew releases too. Now it’s OFS’s turn to activate the downturn playbook and announce cost …

In addition to the personnel exposure benefit, the elimination of the drying process has a very real impact on energy consumption and the resulting emissions. Converting an annual operation that pumps 360,000 tons of sand dried by natural gas to a wet sand operation would reduce CO2 emissions by at …

We recently caught up by phone (observing social distancing) with the management team of a new entrant in the emerging mobile-mini frac sand plant market. Here’s what we learned about their plans and what they are doing differently… There’s a lot more to this story… Login to see the full …

We track Xmmtpa of frac sand production capacity online in the MidCon today. We now believe that frac sand demand could sink south of Xmmtpa on an annual run rate as mid-year approaches. Here’s how local plants are reacting… There’s a lot more to this story… Login to see the …

When Phil Baxter recently asked me if I had looked into the big changes that were made in January to the FMSCA’s drug and alcohol policies (and the impact they could have on hauling capacity in the frac supply chain), I perked up and asked if he’d chime in on …

Within minutes of the transcript of the Exxon analyst day being released, we shared this summary of what’s new in the company’s Permian Basin Drilling & Completion outlook…. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …