Tag Archives: permian

Infill Thinking exclusive on new wellsite storage solution developments… 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, or your membership has expired, please email …

We chart and analyze a sign the industry is getting back to work 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 new to Infill Thinking, or your …

What does the future hold for the depressed local sand market out West? We blow the dust off our crystal ball and leverage some intel from our premium data service to try to provide some context here… There’s a lot more to this story… Login to see the full update…  …

News on the in-field sand production front could be brewing… Meanwhile a handful of crews are going back to work as the industry expects a couple dozen “fractivations” this quarter.  

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 …

The Permian Basin rig count is down 50% from March, with little variance in the percentage decline between the Midland and Delaware Basins. But the downtrend does vary county by county… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

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 …

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 …

Infill Thinking readers may recall this update from October on a big Permian land auction of 13,500 acres with historical significance. This ranch has a rich O&G history dating back to the 1920s, when Gulf Oil bought leases to the ranch. From the 1920s onwards, it helped make the fortunes …