Infill Thinking Lifting the O&G knowledge curve

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 …

Happy New Year! Oil prices firmed up over the holiday break, putting the 4Q21 flash crash scare firmly in the rearview mirror. Here’s some thoughts on what’s coming next in the oilfield market place… There’s a lot more to this story… Login to see the full update…  To read this …

Re-wording the holiday classics to reflect the latest oilfield trends is a Christmas tradition as old as Infill Thinking itself. Part market research, part holiday cheer; these songs capture the spirt of the season and the trends dominating the oilfield each year. This year’s Infill Thinking ballad is the sixth …

Well, at least 2021 was better than 2020 folks! Here’s hoping 2022 is the best year so far this decade for our oilfield friends! As we wrap up the year, here are some statistics on the member resources Infill Thinking provided during 2021 followed by a list of the most …

The unprecedented 2021 TX RRC crackdown on SWD-induced seismicity in the Permian continues with one more big action taken by the TX Railroad Commission before year-end. This year… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Sand demand is up but supply base is evolving too. Here’s how… 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 …

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 …

While nerding out this week in SEC filings, we came across an interesting table… 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 …

A fair number of Infill Thinking members have written in or called recently about truck drivers. Specifically, folks are wondering if… 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 …

Our well-attended industry marketplace survey continues to yield insight about the year-ahead outlook… 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 …

In this report we shift our gaze out a bit to the full 2022 picture and think through some supply/demand points that were not addressed in several recent Permian sand situation reports from Infill Thinking… There’s a lot more to this story… Login to see the full update…  To read …

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 …

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 …

What would $55 oil do to frac sand demand over the next 24 months? Read on brave reader to find 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 …

Our well-attended industry marketplace survey continues to yield insight about the year-ahead outlook… 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 …

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 …

Last week, we reported on the chaotic Permian sand situation lately (read about that here and here). With all the attention being paid to the West Texas sand market, we’d be remiss not to comment on the Eagle Ford as well, where…. There’s a lot more to this story… Login to …

Our well-attended industry marketplace survey continues to yield insight about the year-ahead outlook… 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 …

We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead outlook… 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 …

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 …

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 …

Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s how the real oilfield capital allocators are actually dealing with oilfield inflation expectations for 2022. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about the market they work in now… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

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 …

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 …

This week, our colleagues at Lium research released their comprehensive quarterly shale data packet. For Infill Thinking readers, the latest Permian frac sand demand trends estimated in that update will probably be of interest… so here’s a chart and some key takeaways. There’s a lot more to this story… Login …

As more results flood in from our 2022 survey, we are starting to see some key trends… 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 …

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 …

By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. Before we look ahead though, let’s take a minute to look back on how far we’ve come this year. There’s a lot more to this …

By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new 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 …

During 3Q21, a key shale trend stands out that gives increasing conviction in oil and nat gas price strength as well as oilfield service activity in 2022.   There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

If you are looking at the rig count going up every week and thinking that translates 1:1 to frac increases, think again… 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 …

An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 …

This earnings season, sand talking points were fairly muted as supply chain comments were more focused on big picture inflationary trends and constraints (there are more urgent items for procurement teams than sand lately). That said, among our contacts “offline” the discussion around sand is… There’s a lot more to …

One thing we found interesting this earnings season was that nobody talked about the…. 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 …

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 …

Following up on two recent pieces of high value research with more datapotins further to the trends. 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 …

Over the past week, we have processed capex spending updates from about 25 public shale E&Ps into our oilfield spending models. Data clients can access the latest operator-by-operator spending database here, which includes our 2022 expectations. Here’s a chart showing how things changed from our last update three months ago… …

Most Infill Thinking readers remember the go-go days for wellsite storage systems. A few years ago, the new gen silo and containerized sand system solution providers like Solaris and SandBox and PropX couldn’t build systems fast enough. Then along came the second wave of new gen systems (like SandStorm, Sand …

Counting, counting, counting all the crews, one by one they add up! 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 …

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 …

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 …

The risk narrative continues to move in a negative direction for the Permian Basin produced water sector… 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 …

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 …

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 …

What Happened: Yesterday evening, Liberty announced they are buying out PropX for $90mm. Here are our quick thoughts on the deal. 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 …

A data-driven look at operating activity trends for the South Texas local frac sand mining industry. 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, …

During the 3rd Annual Oilfield Water Industry Update in Houston a couple weeks ago, the TX RRC’s move to crack down on disposal was the hottest topic. We summarized some key takeaways on the crackdown and made some predictions about future action in point 4 of our takeaways here. One …

During the 3rd Annual Oilfield Water Industry Update in Houston a couple weeks ago, the TX RRC’s seismicity-induced move to crackdown on disposal injection was the hottest topic. We summarized some key takeaways on the crackdown and made some predictions about future action in point 4 of our takeaways here. …

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 …