Proactive steps and production curtailment are both helping to… 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 …
Read More »All Quiet On The Southwestern Front – 70% Of US Frac Activity Is Dark In The Big Freeze
Our warning from last week about the weather played out and then some. Here’s the latest from the field 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 »As Freezing Permian Pads Shut Down, The Frac Supply Chain Catches Its Breath
Channel checks reveal a material portion of the Permian frac market shutting down for the weekend in reaction to extreme weather. 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 …
Read More »The First Permanent Closure Of A Permian Local Sand Plant Is A Small Step Toward Oversupply Correction
Infill Thinking has learned that a local sand plant in the Permian has been dismantled and put on…. 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 …
Read More »Here Lizard Lizard Lizard… DSL Rears Its Head Again, This Time Factoring Into Permian Sand Bids
While the press always has a field day with the lizard headlines, oilfield customers are paying attention to listing and habitat exposure. And so we are too! Here’s what’s happening a level deeper than the media headlines in today’s oilfield marketplace… There’s a lot more to this story… Login to …
Read More »Potential Mobile-Mini Plant Deployments & Frac Crew Reactivations. Green Shoots Can Be Found If You Look Hard Enough!
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.
Read More »Parked. An Estimation Of W TX Frac Crew Decimation
How bad is the frac drought getting out in the Permian Basin? We 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 new to Infill Thinking, or your …
Read More »Permian In-Basin Frac Sand Mine Closures Officially Begin. Here’s Who To Watch In The Next Wave Of Local Sand Capacity Reduction
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 …
Read More »Key Takeaways From Texas RRC Ryan Sitton’s First Natural Gas Flaring Report Release… [Live Blog Complete]
We live blogged our key takeaways from a critical TX RRC report release via webinar on Tuesday afternoon February 19, 2020… 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 …
Read More »The Permian Basin’s Snow Day – Implications & Pics From The Deep Freeze This Week
If you are at HFTC or NAPE in Houston this week instead of the Permian Basin, count your lucky stars. If you are in the Permian on Wednesday, there’s a high probability you are: a) trying to reschedule your trip (or your meetings) because all flights have been cancelled b) …
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