Analysis of the breaking Pioneer news to divest their frac horsepower into the hands of a third-party with a long-term agreement to use the equipment here. This is a big one folks. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Analysis And Context On The Newest Unbundled Operator’s Supply Agreement
We break down the breaking news as it happens. In this piece, you’ll find analysis posted minutes after the latest frac supply chain press release. No regurgitation of the release, just insights to help put it in context. There’s a lot more to this story… Login to see the full …
Read More »Buyer “Quick Hits” That Matter In The Frac Supply Chain
In no particular order, here’s some stuff that matters about the frac supply 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 you are new to Infill Thinking, or your …
Read More »M&A Converts A Traditional Bundled E&P Into A Vertically Integrated Self-Sourcer
We are able to offer some timely context for the supply chain and procurement implications of this morning’s big M&A news in E&P. 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. …
Read More »As Frac Sand’s Defining Moment Arrives, A Big Dose Of Uncertainty Enters NWS Shipping Lanes
Just when one thinks things cannot possibly get any more interesting in the frac sand supply transition story, things get more interesting. In this update, we think through what the big news from a critical logistics provider means. There’s a lot more to this story… Login to see the full …
Read More »This Permian Supply Chain Trend Has “Emerging Market” Potential And Is Worth Watching Into 2019
A couple weeks ago in Fort Worth, we noticed that a particular topic related to the logistics of Permian dune sand seemed to be coming up more frequently in the industry discourse. It’s an idea we’ve all heard talked about since the first local sand mine popped up in Kermit …
Read More »A Big Pumper Has Spoken For More Frac Sand Than Needed Next Year
The rapidly shifting sand in the proppant markets will put consumer term contract exposure under the microscope in the months ahead. For pressure pumpers and E&Ps this contract exposure could become a big deal over the next 3-6 months. We discuss… There’s a lot more to this story… Login to …
Read More »A Fracing Game Of Chicken Is Afoot As Market Visibility Fades [Chart Of The Day]
The frac market is in flux. Who’s still planning to grow? Who’s not? Will plans be realized? We quantify and discuss… 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 …
Read More »Is A Supermajor On The Verge Of Vertical Integration In The Permian?
Supermajor capital has washed ashore to hunt short cycle returns in the Lower 48, having abandoned longer-cycle deepwater and international in the era of austerity following the 2014 oil price crash. These large companies have historically been thought of as less nimble than their smaller peers – the Independents who …
Read More »Sandless Spreads, White Space, Permian Mobes, and Price Stagnation. Lots Of Frac Market Talk Over The Past 48 Hours, Most Of It Unpleasant
Never a dull moment in pressure pumping. See what we landed in our “datapoint fishing net” during the past 48 hours. 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 …
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