As an addendum to this week’s deep dive mobile-mini report from our site visit to see several in-field frac sand plants in person last week, we wanted to break out and highlight the limiting factors we see to this sand mining approach. There are some big insurmountable ones in our …
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Based on production run rates the day we visited, Hi Crush’s two mobile mini mines are producing enough sand to… 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 …
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It felt great to be back in the Permian Basin this week. Special thanks to all of you who took some time to meet with us, take us out in the field to show us your operations, and attend our Member Meetup. We are humbled by just how incredibly smart …
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Most of our simulfrac series to date (6 installments listed below) have focused on operations and market ripple effects. But there are constraints to consider as well…. More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking Down …
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Most of our simulfrac series to date (5 installments listed below) have focused on operations and market ripple effects. But there are ESG benefits to consider as well…. More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking …
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After publishing a detailed update on the DSL situation earlier this week, we heard directly from the administrator of the Candidate Conservation Agreement With Assurances (CCAA), Chris Jensen. After several email exchanges, Chris graciously agreed to an interview to provide some follow-up details, clarification, and additional information to Infill Thinking …
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This update is going to be about lizards. Specifically an elusive species that few people (if any) that live and work in the Permian have ever seen; but one that could none-the-less derail much industrial and economic progress in the most important oil Basin in the world. The dunes sagebrush …
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Our channel checks reveal some interesting things happening towards the commoditized end of hydraulic fracturing market. 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 new to Infill Thinking, …
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We are still waiting on a few more companies to report earnings in the oilfield; however, the lion’s share of the results are out and most calls are now behind us. So we went digging for the latest round of simulfrac talk, and we found new converts… There’s a lot …
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Over the past couple of days, we’ve listened to the conference calls of Liberty, Patterson-UTI, RPC and Calfrac (together we estimate these pumpers have X% market share in Lower 48 frac market). Here are the key datapoints that have read-through to the broader frac market… There’s a lot more to …
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Infill Thinking Lifting the O&G knowledge curve
