Infill Thinking Lifting the O&G knowledge curve

Two weeks ago, our team participated in a productive and well attended Marcellus Water Shale Business Update conference hosted by Oilfield Water Connection. We had the opportunity to moderate the panel on “Midstream of Water” which was comprised of senior speakers from EQT, Equitrans, and Gemini Shale Solutions. The event …

This earnings season, frac sand comments have been fairly light. The most notable of the sand remarks made by E&Ps on their conference calls over the past couple weeks was… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

We think through some reasons why a lot of oilfield service companies could be up for sale – many more than normal at this point in the cycle – and what this could mean for M&A and consolidation going forward. There’s a lot more to this story… Login to see …

After breaking the news of NexTier’s CIG acquisition earlier this week ahead of the press release, we’ve had time to digest the deal and consider it’s implications, which we discuss here… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

Something interesting is afoot on the contracting / bidding process for 2023 in shale oilfield services… 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, …

Back in May we wrote about sand activity in southeastern NM. Today, one of the firms we identified as a potential new player in the area announced their intentions to bring capacity online. There’s a lot more to this story… Login to see the full update…  To read this update …

Now the company confirms prior Infill Thinking exclusive reports… 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 …

Some talk in the market this week appears to have some truth to it… 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 …

Some talk in the market this week… 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 …

New local sand capacity may be coming to the Uinta 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, …

What to expect in northeast rig count going forward? 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 membership has expired, …

Sand litigation is back. We analyze the new developments in the ongoing legal battles here… 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 …

US Silica provided their positive results and outlook this morning. Here is a digestible bullet point summary of the key market intel they shared plus our data for context on a couple points… There’s a lot more to this story… Login to see the full update…  To read this update …

During this frac earnings season it has become more clear who is holding the line on fleet additions vs. who is adding capacity. 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. …

First Halliburton, then Liberty, and now Nextier and RPC Inc have all beat consensus expectations for 2Q22 and raised guidance ahead of expectations for coming quarters. It’s a great time to be a pressure pumper. So far… There’s a lot more to this story… Login to see the full update…  …

What to expect in northeast rig count going forward? 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 membership has expired, …

If you care about “unleashing US LNG” or natural gas trends and have some flexibility in your schedule this week, then you should consider coming out to Pittsburgh this Friday July 29th for the Oilfield Water Connection conference (link). E&P operators together accounting for 82% of PA Marcellus natural gas …

On Monday afternoon, Liberty reported earnings that SMASHED consensus expectations (beating both consensus sales and profit expectations and raising guidance above 3Q22 consensus expectations). What does Liberty’s outlook mean for the frac industry? We discuss here… There’s a lot more to this story… Login to see the full update…  To …

This week, we have an update on local sand mining activity… 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, …

Frac crew counts continue trending higher despite a much more disciplined frac industry. We take a look at YTD trends leveraging Lium data in this update… 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 …

A round up of interesting happenings and developments in the frac world… 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 …

Here is a look at how proppant supply base is operating plus thoughts on demand growth vs. supply base activity! 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 …

Halliburton’s conference call this week confirms some of our recent research and presents a positive fundamental framework for OFS into next year… 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 …

A study of ProFrac’s Sand strategy…   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 …

The Eagle Ford this year has been hot and cold at various points in time. Currently, it’s hot… here’s what we are hearing! 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. …

Do you have access to the sand price benchmark data that your competitors are using to judge the market? 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 …

Here is a look at how proppant moves in the completions industry and who is moving it. 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 …

Could a frac sand greenfield project stalled by financial distress in the last cycle finally come full circle and serve the SCOOP/STACK frac market? 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 …

What to expect in rig count going forward? 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 membership has expired, please …

By The Stats – Membership Resources Provided During 1Q22 In the 90 days ending March 31, 2022, the Infill Thinking research team: published 76 independent research updates, emailed 24 original Infill Thoughts newsletters to active members, regularly updated Lium Database Downloads for data clients, moderated a frac sand panel discussion …

We drove out to several in-field frac sand mines and this is what we saw and learned… 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 …

We drove out to several in-field frac sand mines and this is what we saw and learned… 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 …

What to expect in rig count going forward? 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 membership has expired, please …

Guest Contributor Introduction From Joseph Triepke: Long time Infill Thinking readers may recall several guest posts from their fellow member Schuyler Wight over the years. He first wrote in back in 2017 when local sand mines were becoming his new neighbors left and right. He wrote in again in 2018 …

There’s a fascinating niche / novel approach to wet sand management on the wellsite happening in the Permian right now… We break down the project in some detail to better understand how widespread this could become in the future… There’s a lot more to this story… Login to see the …

Here is a look at how proppant intensity is trending in completions around the U.S. shale patch. 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 …

Sand litigation is back. We analyze the new suits and implications here… 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 …

Sand litigation is back. We analyze the new suits and implications here… 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 …

Sand litigation is back. We analyze the new suits and implications here… 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 …

Sand mine M&A is back! We analyze the new deal and implications here… 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 …

What to expect in rig count and DUCs going forward? 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 membership has …

Frac HHP continues to come into the market. Here’s what to watch this coming week… 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 …

We digested new datapoints from ProFrac this morning… 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 …

We are tracking a developing story with corporate finance implications in the frac sand space… 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 …

E&P spending plans are evolving rapidly and in this update we think ahead to 2H22 and 2023… 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 …

We digest the news that U.S. Silica will not separate their industrial sand business from frac 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 be a member. If you are new to Infill …

What to expect in rig count and DUCs going forward? 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 membership has …

Capital allocators have a tough job right now as the market focuses intently on discounting bigger risks into assets:  inflation is terrible, more Fed rate hikes are coming, and recession fears loom large. Here are some reasons why we are still optimistic about oilfield investments. There’s a lot more to …

E&P spending plans are evolving rapidly… 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 …

A water diversion project in Pecos, Reeves, and Ward counties is stirring up some opposition… 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 …