Over the past couple of years, the focus on various buzzwords / topics has ebbed and flowed in E&P land. In this update, we take a data driven look at the trends in where E&Ps have focused, breaking down the intensity of conversation on 22 key themes for 2022. There’s …
Read More »New Year Could Bring Bigger Headaches For Permian Sand Buyers…
Thinking ahead about frac sand sourcing in 2022 for the Permian Basin. 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 »Permian Sand Problems Are Piling Up Before The New Year
Frac sand situation report for the Permian Basin. 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 …
Read More »More Local Nameplate Capacity For The Permian Next Year
We have identified plans to bring online a new large-scale, permanent Permian frac sand plant – the first in quite some time… 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 »Pipe Problems: Here’s The Latest On Casing Constraints / Pricing From The OCTG Expert [Friday Guest Post]
Access to OCTG has become a critical concern in today’s oilfield and an operator said in our recent industry survey that they “might actually drop rigs due to casing shortage.” When OCTG issues or concerns come up, we know just who to call to get answers… In this update, see …
Read More »All Eyes On Shale Well Cost Inflationary Trends
One of the biggest questions on our contacts’ minds about 2022 is how supply, freight, and labor cost inflation will factor into the US onshore E&P business. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »BIG News For The Marcellus Shale Frac Supply Chain
Way back in March 2018, we speculated in this piece that Antero might be looking to vertically integrate sand mining, predicting that their most likely path forward would be building a regional / in-basin 2-2.5mmtpa greenfield mine (read more). It only took 3.5 years, but fast forward to today and …
Read More »Good News Bad News For S TX Sand Buyers
An update on Eagle Ford sandemonium… 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 …
Read More »From Bad To Worse For Eagle Ford Sand Buyers…
Things went from bad to worse for buyers in the Eagle Ford sand market this week… here’s the latest. 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 …
Read More »Limiting Factors For “In-Field” Mines – The Needful Boxes Aren’t Always Easy (Or Possible) To Check [Site Visit Addendum]
As an addendum to this week’s deep dive mobile-mini report from our site visit to see several in-field frac sand plants in person last week, we wanted to break out and highlight the limiting factors we see to this sand mining approach. There are some big insurmountable ones in our …
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