The world is a mess. The tyranny of an evil man is on full display, disrupting world order, and it won’t be soon forgotten as an uncertain globe witnesses unprovoked civilian devastation from the biggest military action in Europe since WWII. The ripple effects could obviously be profound. As a …
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Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …
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What E&Ps are telling their investors is changing – the changes so far are subtle, but they are firm evidence that cost inflation has been underappreciated. 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 …
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Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… and here is the latest intelligence sand buyers and sellers need to know… There’s a lot more to this story… Login to see the full update… To …
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US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… and the headache is turning into a migraine. There’s a lot more to this story… Login to see the full update… To read this update and receive …
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Today we have updated our Permian sand plant database for several new in-field facilities. Here are key takeaways… 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, …
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Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… …and we’ve got some new information on wet sand and white sand to share! There’s a lot more to this story… Login to see the full update… …
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Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… …and everyone’s talking about sand again. From the “fair weather fans” – institutional investors and professional service firms calling us now after several years of radio silence …
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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 our current subscription options at [email protected]. (Current …
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One of our E&P thesis coming into 2022 is that well cost inflation will surprise to the upside, putting E&Ps between a rock and a hard place. This is happening now. There’s a lot more to this story… Login to see the full update… To read this update and receive …
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Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …
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We look forward to meeting up with industry friends Friday in Houston for a sand market discussion here’s a preview on what we’ll be talking about. 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 …
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One question we have been getting often from members in 1Q22 is… 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 …
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We are looking forward to participating in the IN-PERSON 2nd Annual Oilfield Water Markets Conference this March 10-11 along side over 300 of the industry’s movers and shakers. If you care on water, this is the event to attend and the agenda is coming together nicely with many E&P attendees …
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Here are some things we picked out of the Patterson-UTI earnings call 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 …
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Liberty talked quite a bit about sand and logistics on their earnings conference call this week along with their usual airtime on pumping market fundamentals. After processing their remarks, here is what jumped out at us regarding the frac supply chain market outlook. As a general comment,… There’s a lot …
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Earlier this week, we wrote that market expectations for U.S. oil production are too low (see report). In that piece, we pointed out that the EIA’s numbers only showed about 640kbpd of U.S. oil production growth in 2022. This compared to our 1mmpbd growth forecast. Subsequently, the EIA has revised …
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Today we have prepared the following bullet point summary to update readers on the frac sand situation following last week’s winter weather event in the southwest… 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 …
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Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …
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In early-2022, the magnitude of US crude oil production growth this year is a hot topic. 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 …
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In addition to the other research Infill Thinking published this week, a variety of miscellaneous datapoints from around the frac patch crossed our desk this week. Here are four points that are deserving of a quick mention. There’s a lot more to this story… Login to see the full update… …
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The Permian frac sand market is very tight. How tight? Here’s a couple anecdotes we heard just 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 …
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The Permian frac sand market is very tight. How tight? Here’s a couple anecdotes we heard just 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 …
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A near perfect recipe for spending growth ($87 WTI, well cost inflation, slowing efficiency gains) is colliding with public Independent E&P capital discipline and maintenance mentality. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …
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In September 2021, we marveled at the arm’s race in US pressure pumping to re-fleet with emissions-friendly equipment. Today we explore the latest ESG fleet counts and discuss the state of the industry’s environmentally-friendly recapitalization trend… feature image photo credit: profrac tier iv pump – profrac has been an early …
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It’s been a difficult news week for Permian frac sand logistics… to all our industry friends who drive these roads constantly, please be extra careful and stay safe out there. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
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RPC’s conference call this week echoed research presented in Infill Thinking’s recent stream on completions trends around pricing, materials and logistics… 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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For data clients, we have just posted bottoms-up analysis of nationwide frac sand mine activity for 4Q21 here. Some interesting high level takeaways have to do with NWS activity in the aggregate during the quarter…. There’s a lot more to this story… Login to see the full update… To read …
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Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …
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Halliburton’s conference call this week echoed research presented in Infill Thinking’s recent stream on completions trends around pricing, materials and logistics… 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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We are looking forward to participating in the IN-PERSON 2nd Annual Oilfield Water Markets Conference this March 10-11 along side over 300 of the industry’s movers and shakers. If you care on water, this is the event to attend and the agenda is coming together nicely with speakers confirmed from …
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This week, we stress tested our data models in a good way – for upside in our oil price assumptions! 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 …
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For data clients, we have just posted bottoms-up analysis of nationwide frac sand mine activity for 4Q21 here. Some interesting high level takeaways have to do with NWS activity in the aggregate during the quarter…. There’s a lot more to this story… Login to see the full update… To read …
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Water issues continue to rise in importance and we discuss what’s new this week in the full piece… Meanwhile, we are looking forward to participating in the IN-PERSON 2nd Annual Oilfield Water Markets Conference this March 10-11 along side over 300 of the industry’s movers and shakers. There, we’ll hear …
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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, …
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Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …
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Big water kerfuffle out in West Texas, and this time it’s not earthquake related… 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 …
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WTI is flirting with $85/bbl this morning. It’s a great time to be an E&P right? Not so fast my friend… 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 …
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When frac sand pricing is on the move, Infill Thinking is your go to source… 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 …
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What are we hearing about well costs moving higher? What’s the next shoe to drop? What were folks expecting vs. what’s coming down the pipe? 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 …
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What’s new in the trucking pain point for the frac supply chain this week? 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, …
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Rig count and frac count were exceptionally resilient through year end, with little to no holiday slowdown apparent in our market research (“little” meaning a slowdown in completions rate, not crews standing down off pads). There’s a lot more to this story… Login to see the full update… To read …
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Later today, we will ship out the 500th edition of Infill Thinking’s twice-weekly newsletter. It contains our 1,750th research post penned over the past 5.25 years. Research-Equivalent Of 15 Stephen King Novels Today’s latest edition takes our published word count on the website up to approximately three million words worth of …
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Trucking talking points from a painfully strained week in 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 membership …
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Several talking points in the E&P narrative this week stood out… 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, …
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Many Infill Thinking readers know Scott Pegram, and it is with a heavy heart that we write this post today. Scott spent four years at Halliburton on the front lines of the frac supply chain where he managed sand logistics in the good old days before local sand (2013-2015). Then …
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Get up to speed fast on Permian seismicity with this thought piece from a highly qualified Infill Thinking member, Jason Jennaro, CEO of Breakwater Energy Partners. 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 …
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Every year, sand trucking is a problem from Christmas through early-January. This year it appears to be worse than normal… 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 …
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Infill Thinking Lifting the O&G knowledge curve
