We spent some time with industry friends at a sand plant open house in Caldwell TX this week and we learned a lot about wet sand… 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 …
Read More »As RFQ Season Approaches In Shale… Some Food For Thought
It’s almost that time of year again….. shale RFQ season is just around the corner. During October, vendor inboxes will fill with emails from customers asking for pricing / bid invitations and volume commitments if awarded. Here is some food for thought as this happens… There’s a lot more to …
Read More »EOG Expects To Drive Sand Cost Down Further Through 2022. But How At Today’s Rock Bottom Prices?
Why It Matters: EOG’s outlook is closely watched as they are the shale bellwether – so here we summarize what matters for the D&C market from their call, starting with an interesting comment on sand… There’s a lot more to this story… Login to see the full update… To read …
Read More »OCTG 2H21: Much Ado About ‘Something’ [Friday Guest Post]
The OCTG market has a lot of crosscurrents swirling right now. And we know just the right expert to shed light on the key trends… 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 …
Read More »How Many Meshes Do Shale Wells Really Need?
As most Infill Thinking readers know, E&P operators often require their pressure pumpers to use multiple size grades on shale / tight oil wells. In fact, several grades are often used in the same stage. Is that about to change? There’s a lot more to this story… Login to …
Read More »It Wasn’t Just Sand That Was Hard To Get For 1Q21 Fracs…
When we look back on 1Q21, many of us will probably remember the freeze and power outages in Texas for the rest of our lives. Some of us will remember the sand market craziness too. And a few of us might also recall disorder in other parts of the frac …
Read More »Last Mile Logistics As A Category [Friday Guest Post]
Wondering about how simulfrac trend factors into the last mile of the completions supply chain? We’ve got answers from an expert for you here today… 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 …
Read More »Boots On The Ground Frac Hauling Thoughts From A Dusty Texas Lease Road [Friday Guest Post]
We are honored to carry this very important member guest contribution from… 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 …
Read More »BIG Change Arrives In A BIG Frac Supply Chain? [Exclusive]
There is ample talk in the frac market this week about a potential deal with big implications for the oilfield value chain… 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 …
Read More »The Re-bundling Revolution [Friday Guest Post]
We are honored to carry this very important post from a supply chain strategist at one of the top three pressure pumpers in the US on a potential change in the oilfield marketplace – rebundling in the frac supply chain… There’s a lot more to this story… Login to see …
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Infill Thinking Lifting the O&G knowledge curve