primer Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Fri, 27 Jan 2023 19:12:41 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png primer Archives - Infill Thinking https://www.infillthinking.com 32 32 ESG Narrative Downshifting Detected In Meetings With Non-O&G Industry Executives In LA This Week https://www.infillthinking.com/infill-thoughts/esg-narrative-tweaks-detected-in-meetings-with-non-og-industry-executives-in-la-this-week/ https://www.infillthinking.com/infill-thoughts/esg-narrative-tweaks-detected-in-meetings-with-non-og-industry-executives-in-la-this-week/#respond Fri, 27 Jan 2023 18:41:50 +0000 https://www.infillthinking.com/?p=32885 This week, we spent some time interacting with executives and senior finance folks from outside our core O&G rolodex… 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 …

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This week, we spent some time interacting with executives and senior finance folks from outside our core O&G rolodex…

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 us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

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Why Is ESG Trending In O&G? Follow The Money, But Remember HSE & Societal Value Predate The Trend In O&G https://www.infillthinking.com/out-think/why-is-esg-trending-in-og-follow-the-money-but-hse-societal-value-is-not-new-in-ogcharts-of-the-day/ https://www.infillthinking.com/out-think/why-is-esg-trending-in-og-follow-the-money-but-hse-societal-value-is-not-new-in-ogcharts-of-the-day/#comments Tue, 12 Nov 2019 17:07:04 +0000 http://www.infillthinking.com/?p=28035 In this update, three charts – one showing the surge of ESG interest in the oilfield and two others explaining why. The data is followed up with in-depth analysis and commentary on sentiment, investment, why it matters, who’s doing what, RFQ impacts, what oilfield niches have big ESG opportunities, and why we believe the O&G …

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In this update, three charts – one showing the surge of ESG interest in the oilfield and two others explaining why. The data is followed up with in-depth analysis and commentary on sentiment, investment, why it matters, who’s doing what, RFQ impacts, what oilfield niches have big ESG opportunities, and why we believe the O&G industry was an early adopter of ESG long before the acronym even existed.

There’s a lot more to this story…

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The Rig Hands Guide To Sales Success [Friday Guest Post] https://www.infillthinking.com/infill-thoughts/the-rig-hands-guide-to-sales-success-friday-guest-post/ https://www.infillthinking.com/infill-thoughts/the-rig-hands-guide-to-sales-success-friday-guest-post/#respond Thu, 06 Sep 2018 23:38:22 +0000 https://www.infillthinking.com/?p=21006 In the world of consumer products the buying experience is often influenced by emotion. For example, if my mother always bought a particular brand of mayonnaise then it’s likely I will buy the same brand as I have an emotional attachment. It’s not likely that anyone ever bought barite or contracted for wireline services because …

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In the world of consumer products the buying experience is often influenced by emotion. For example, if my mother always bought a particular brand of mayonnaise then it’s likely I will buy the same brand as I have an emotional attachment. It’s not likely that anyone ever bought barite or contracted for wireline services because of an emotional attachment.

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 us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

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  • Exclusive research update newsletters
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feature image used with creative commons license

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A Massive Paradigm Shift In Frac Sand’s Last Mile Is Happening Now https://www.infillthinking.com/infill-thoughts/all-rise-for-the-national-sandthem/ https://www.infillthinking.com/infill-thoughts/all-rise-for-the-national-sandthem/#respond Tue, 14 Feb 2017 03:26:10 +0000 https://www.infillthinking.com/?p=2428 Retail giant Amazon and the hydraulic fracturing business have something in common: costly and complex last mile logistics. Distributing proppant requires just as much sophistication as distributing Echo Dots, Yeti Tumblers, and Kleenex. In 2017, more truckloads of sand per well will be pumped than ever before. The frac industry is trying to suck a growing proppant …

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Retail giant Amazon and the hydraulic fracturing business have something in common: costly and complex last mile logistics. Distributing proppant requires just as much sophistication as distributing Echo Dots, Yeti Tumblers, and Kleenex.

In 2017, more truckloads of sand per well will be pumped than ever before.

The frac industry is trying to suck a growing proppant milkshake through a shrinking number of straws. In-basin transportation has become an Herculean task.

This huge challenge is creating big opportunities – it is an exciting time for frac sand’s last mile. The business is evolving very fast, consensus on the best approach has yet to emerge, and new entrants are challenging the status quo with new solutions.

In this edition of Out Think (our in-depth report series), we explore some of the hottest issues in the last mile for frac sand, introducing the latest solutions and strategies for dealing with one of the industry’s biggest challenges today.

Here is a skinny version of the executive summary (please sign up to read the full report):

  • Competitive dynamics are changing faster in frac sand’s vital last mile logistics system than in any other oilfield segment today. The entire completions value chain is exposed.
  • This year, cyclical forces will catch up to a multi-year structural evolution in demand, catapulting the last mile into the spotlight (or heat lamp as it were).
    • Structural Shifts. High intensity well designs have become the norm as completion designs incorporate ever growing proppant loadings across longer laterals. This year, the average US well is expected to consume 4x the 2013 average sand volume, with outliers taking up to 8x. This is complicating staging at the well-site and sending a disruptive ripple back up the last mile delivery system back through trans-load.
    • Cyclical Forces. As the frac industry rebounds, 2017 US sand demand is expected to double from 2016 levels. The trucking fleet is not ready.
    • We have started hearing about demurrage charges (at a rate of $100/truck/hour) again this month for the first time since 2015.
  • The collapse of total US sand demand during the downturn allowed last mile choke-points to fester unnoticed by many. Now they are coming to a head and this year everyone will notice.
  • The last mile is a canary in a coal mine for the frac sand business. In-basin logistics will show the stress of frac sand demand evolution well before rail availability and mine capacity are tested again.
  • The demand-side disruption creates new opportunities.  Dozens of companies (many of them small privates some backed by private equity funding or sponsorships from big industry names) are now experimenting with rapidly evolving solutions. We introduce some market leaders and their technologies in this report.
  • Containerized solutions have gained traction quickly and pending OSHA regulations effective June 2018 will be a catalyst for the adoption of new well-site delivery and storage mechanisms.
  • We believe a combination of rising last mile logistical complexity and the emergence of new companies with more efficient solutions will accelerate outsourcing of the last mile.
  • Today, there is no consensus strategy for dealing with the last mile – that’s what makes it so dynamic. Every company involved is putting a different level of skin in the game, and the industry has yet to settle on the optimal strategy.
  • As far as new solutions, the market remains fragmented with no clear winners yet in the market share consolidation race, although some contenders are touting impressive adoption rates. Multiple future market leaders are likely still in early stage development, and we may see more IPOs / spin-offs in this space over the next 12-24 months.

There’s a lot more to this story…

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