Infill Thinking Lifting the O&G knowledge curve

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 …

Context is key and we’ve got some for the big deals announced 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 …

A data-driven look at operating activity trends for the West 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, …

Following the logic on M&A possibly returning in 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 Thinking, or your membership has expired, please …

Halliburton’s conference call this week echoed an inflection in Infill Thinking’s recent research flow on net pricing in frac… 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 …

Last week, we joined 175 senior oilfield water industry professionals at the 3rd Annual Oilfield Water Industry Update conference at the Houstonian. It was a full house and a full discussion – there is no shortage of excitement in the sector at present. Here are some key takeaways from the …

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 …

Resourcing the last mile on frac jobs is tough now, but it could be EXTREMELY chaotic in Jan 2022, even by typical first quarter standards. 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 …

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 …

Outside of a mini-mobile mine here or there, greenfield expansion is no longer the norm frac sand. But this week a gas-basin supplier is bucking the norm… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

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 …

Several recent datapoints may start to answer a key question holding up frac sand consolidation:  who will the buyers be? Everyone in frac sand expects M&A…eventually… But the biggest hold-up to a deal flurry in the past 12-24 months has been a… There’s a lot more to this story… Login …

We realize there were several cliff hangers in our research publication earlier this week (specifically in this update). Sorry about that, but when our sources ask us to not share sensitive details we comply to a fault. We said as much as we could earlier, and now we are happy …

We catch up with an old friend in frac sand to learn about what he’s up to and some new market insight… 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 …

With 3Q21 in the books, we are pausing to look back at the most read Infill Thinking research updates of the quarter. The oilfield activity recovery continued, but… 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 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 …

Scuttlebut from across the frac supply chain this week including plant status and deal news, last mile crew news, and executives on the move…. 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 …

In light of several recent public announcements and developments at startup frac outfits we’ve been covering this year (plus the public “arrival announcement” of another new entrant), now’s a good time for pressure pumping newco news roundup. Throughout 2021, we’ve kept Infill Thinking members in-the-know early about the several new …

Plenty of water deal news continues to cross the wires as 2019 draws to a close. And what a year it’s been for water midstream M&A. This week deals announced by three buyers take the deal count we track up to X significant water midstream transactions in 2019 vs. only …

For most of 2021, we’ve written at Infill Thinking about how net pricing in frac services has been elusive despite the frac crew count climbing higher – it’s been a priceless recovery with pumpers receiving very few price increases outside of cost inflation pass throughs. Here’s why that may not …

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 …

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 …

This week, a regulator crackdown in the Midland Basin fulfilled an Infill Thinking prediction from April 2021… 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 …

Last week all the talk in the Eagle Ford frac supply chain market was of a mine closure that rapidly tightened the local proppant marketplace. Here are the details and market impacts… There’s a lot more to this story… Login to see the full update…  To read this update and …

We spent some time with industry friends at a sand plant open house in Caldwell TX this week and we learned a lot about wet 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 …

We analyze a huge deal in water midstream. 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 …

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 …

We’ve recently covered the CNG re-fleeting efforts of several last milers including Detmar Logistics and Sand Revolution. This week, we learned that… 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 …

Over the weekend, we broke the news that 1845 is shutting down its oilfield division and selling their commercial operation (see link). This morning, we had a chance to talk about the news by phone with 1845’s President… There’s a lot more to this story… Login to see the full …