Infill Thinking Lifting the O&G knowledge curve

In addition to the deeper Infill Thinking research updates published this week, a few other quick hits crossed our desk that are worthy of comment. So here are four short stories… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

As many readers know by now, there have been rumblings about some big changes happening at the company in recent days. We have learned more about what has transpired and what to expect going forward. There’s a lot more to this story… Login to see the full update…  To read …

Rig consolidation is back in the headlines this week after a big deal offshore on Monday (Ensco and Rowan merged). Although it’s received less attention, consolidation has picked up in onshore drilling too, with two material deals in the past three months. So this week, we took a look at …

Infill Thinking is pleased to announce that Joseph Triepke, founder of Infill Thinking, has been invited to serve as Master of Ceremonies during this month’s frac sand conference in San Antonio hosted by the Petroleum Connection. In addition to serving as MC, Joseph Triepke will moderate a highly anticipated panel …

The shuttering of “out-of-basin” capacity is key to a return to health in the oversupplied frac sand segment. Over the weekend, we saw a datapoint that suggests that this is happening quickly now, and not just at NWS mines…. There’s a lot more to this story… Login to see the …

I can’t think of another time in my career that such a substantial upward move in oil prices was accompanied by so little investor enthusiasm for E&P and OFS stocks. At times over the last 18 months, it’s felt as if the group has collectively traded like a dying industry. …

We have rounded up some important Permian stuff that caught our eye this week. Here you’ll find several items that are worthy of putting on your weekend reading list as well as our thoughts on implications and feedback from contacts in industry on these topics. There’s a lot more to …

Some quick thoughts on what can only be described as a shocking court judgment this week in the last mile 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 …

Our investigative reporting reveals the latest on the MidCon mining front. 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, …

Check out an underappreciated financial statistic that we think is important to monitor into the upcoming earnings season as a sign of industry health. 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 …

Each week we break apart the North American rig count in new ways that allow readers to dive beneath the week-to-week changes and better understand what the future may hold. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

Last week, we spoke with the management team of a private company that is building a 1.5mmtpa mine in Red River Parish, Louisiana. 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. …

We analyze trends in E&P C-suite conversations about frac hits and parent-child well interference and share a metric derived from our proprietary linguistic analysis of industry discussion. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

It is our honor to welcome the Chief Financial Officer for the state of Texas as an Infill Thinking guest contributor today. Glenn Hegar was elected as the 36th Texas Comptroller of Public Accounts in November 2014. Glenn and his team at the Texas Comptroller’s office have played a high …

Infill Thinking first reported talk of out-of-basin plant closures a month ago back in August. Here’s an excerpt from our “Zombie Plant” update on August 24: “Some NWS producers are evaluating plant closures and others may have actually already begun the mothballing process for some higher cost plants.” Infill Thinking, …

We share more boots-on-the-ground intel on the community and regulatory reaction to the frac sand mining rush playing out in the MidCon. 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 …

In this week’s regular rig count update, we analyze the latest Permian bear call and shine a spotlight on Permian permits to discern clues about the near-term outlook for drilling after a better than expected 3Q rig count. There’s a lot more to this story… Login to see the full …

From what we could see driving up to and around the property (it was raining hard during our site visit), the first northwestern Oklahoma frac sand plant looked substantially complete with just last minute connections remaining on the punch-list. There’s a lot more to this story… Login to see the …

In this update, we follow up on several recent Infill Thinking stories with what’s new. Follow-up topics include: wellsite storage replacement cycle appearing in the mainstream press. a new mine opens confirming an exclusive report. … … There’s a lot more to this story… Login to see the full update…  …

The sand dune fields in Winkler County Texas that are now home to almost two dozen frac sand mining projects have historically been used for cattle ranching. Some of these cattle ranches have been owned by the same families for generations. For this guest post, we invited these long-time area …

During our recent MidCon Recon trip, we learned from speaking with locals that a frac sand producer new to Oklahoma was actively looking at property for a new frac sand mine near Fay. We reported that datapoint in the first of several takeaway pieces from the trip several weeks ago. …

Late breaking news tonight of the unfortunate variety. Updates are being posted as we learn more… 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, …

Just when one thinks things cannot possibly get any more interesting in the frac sand supply transition story, things get more interesting. In this update, we think through what the big news from a critical logistics provider means. There’s a lot more to this story… Login to see the full …

All new gen wellsite storage suppliers have enjoyed remarkable growth trajectories, but how long will this continue to be the case? We examine a potential inflection point incorporating takeaways from a proprietary study we conducted in this update. There’s a lot more to this story… Login to see the full …

We caught up with the management team of a private company gunning to open the next Permian mine. Read all about it 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. …

Today we’re checking in on a Permian prediction made here three months ago. 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 …

More notes from the road from the time our team invested researching the MidCon on location. 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, …

Our guest author today is knowledgeable on the properties of both Texas and Northern White sand and has a great deal of firsthand historical context to back up his perspectives on both. We were particularly intrigued by his thoughts towards the end of his guest post on frac sand deposit …

Schlumberger went to town on a long-term risk in the Permian that we have been calling an existential threat for several quarters now. 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. …

Quick thoughts on the breaking news Tuesday afternoon that a leading E&P has taken a stake in an in-basin frac sand plant. 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 …

Eagle Ford local sand 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 be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our …

Several months ago, land drillers were very positive on the outlook. Since then, the completions industry has guided lower. How long will the land drillers stay positive? Here’s the latest thematic guidance. There’s a lot more to this story… Login to see the full update…  To read this update and …

In this update, we provide a firsthand update on the industry’s greenfield construction progress in Oklahoma. 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, …

Infill Thinking members can log in to see another exclusive report. This time, we report on the newest Permian mine startup before the official announcement, which we expect to make headlines elsewhere later this week. There’s a lot more to this story… Login to see the full update…  To read …

In this update, check out what’s new in the narrative of frac sand’s transition to a local supply base. 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 …

While we were getting drenched in the MidCon this week, the sky was falling in New York too. 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 …

In the world of consumer products the buying experience is often influenced by emotion. For example, if my mother always bought a particular brand of mayonnaise then it’s likely I will buy the same brand as I have an emotional attachment. It’s not likely that anyone ever bought barite or …

The good old midwestern drenching we got in Oklahoma this week did not deter our mission of gathering firsthand intelligence on the Lower 48’s second largest drilling and completions market. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

After hosting around 40 members in Fort Worth for informal networking and conversation in August, we are looking forward to another great members-only event in Oklahoma City in September. Get the details and RSVP here. There’s a lot more to this story… To read this update and receive our research newsletters, …

Infill Thinking has exclusively learned that a sand producer is planning to announce two new Permian Basin mines later today. Log in to see who, when and where. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

In this update, we share feedback from local sources on the latest townhall meeting hosted by a mining company working on building a new frac sand plant in northwestern Oklahoma. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

A couple weeks ago in Fort Worth, we noticed that a particular topic related to the logistics of Permian dune sand seemed to be coming up more frequently in the industry discourse. It’s an idea we’ve all heard talked about since the first local sand mine popped up in Kermit …

In addition to the deeper Infill Thinking research updates published this week, a few other quick hits crossed our desk that are worthy of comment… 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 …

Cross currents could buffet market share positions in the months ahead as NWS cedes share to local sand. In this update, we take a look at year-over-year changes in market share for the public frac sand producers. There’s a lot more to this story… Login to see the full update…  …

The rapidly shifting sand in the proppant markets will put consumer term contract exposure under the microscope in the months ahead. For pressure pumpers and E&Ps this contract exposure could become a big deal over the next 3-6 months. We discuss… There’s a lot more to this story… Login to …

In our weekly rig count update this week we put some context around the drop. 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 …

Since releasing this list of new questions to ponder in the current frac sand environment a couple days ago, we have had a constructive dialog with many industry contacts regarding the spectrum of possible answers and additional considerations. That important feedback is shared below, but first a word on real-time market conditions. …

We obtained and review new pleadings in the public record with implications for frac sand’s last mile logistics market this morning. We also exclusively received a statement in response from the named defendant. Login to read more. There’s a lot more to this story… Login to see the full update…  …

The questions being asked around the frac sand market water cooler are changing in tone from “what if oversupply happens” to “what happens after oversupply.” This is not a subtle change and it has implications for many more market participants than simply the sellers. And the tone shift is happening startlingly fast. …

In this update, we provide a deep dive on a new topic that is emerging from the fringes in fracing: Electric Frac Spreads. Fad or a game changer? We discuss, introduce the players,  talk pros and cons, and provide an overview of this new niche… There’s a lot more to …