Tag Archives: oil production

For data clients, we have just posted bottoms-up analysis of nationwide frac sand mine activity for 4Q21 here. Some interesting high level takeaways have to do with NWS activity in the aggregate during the quarter…. There’s a lot more to this story… Login to see the full update…  To read …

What would $55 oil do to frac sand demand over the next 24 months? Read on brave reader to find out! 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 …

This week, our colleagues at Lium research released their comprehensive quarterly shale data packet. For Infill Thinking readers, the latest Permian frac sand demand trends estimated in that update will probably be of interest… so here’s a chart and some key takeaways. There’s a lot more to this story… Login …

A data driven look at why proppant is the best indicator of oil production known to the shale industry… 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 …

Sure, companies have developed coping mechanisms, but it’s still a big risk in the medium- to long-term outlook for U.S. oil production… 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 …

With oil prices where they are (well above expectations for the year) and frac sand hard to find in Texas for much of 1Q21, multiple Infill Thinking members have recently inquired offline about Infill Thinking’s sand demand estimates in the big two Texas basins. This chart provides a glimpse of …

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 …

Guest Contributor Introduction From Joseph Triepke: Today’s guest post has been three years in the making. Allow me to explain…. 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 …

In addition to the in-depth updates published over the past week, these 11 “quick hit” datapoints 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 our research newsletters, you must …

There’s a new discussion topic posted in the Thinking Aloud forum. Most of our focus at InfillThinking.com this year has been on the Lower 48. That’s because most everything else is flat to down. With the oil price outlook under pressure and only the US tight oil plays growing, it’s time …