Infill Thinking Lifting the O&G knowledge curve

We discuss how upstream is reacting to the midstream crisis in the Permian basins. 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 …

Epic quantities of frac sand and water will fracture a lot of low permeability rock in the Lower 48 this year. This same sand and water has also fractured the US oilfield supply chain. Conventional wisdom on market segmentation and task ownership is now being challenged. The chain of custody …

Calling all San Francisco Infill Thinking members: we’d like to buy you a mid-morning coffee / bite, shake your hand and chat oilfield trends with you. We are hosting our next reader meet-up event in the Bay Area this coming Monday. This will be our 5th member appreciation event of …

In the wake of the Mid-Con sand rush, we were left wondering just how many US completions will have access to plentiful local sand supply in the years to come. So we did some math and discovered that X% of US completions will soon have a local sand mine in …

Over the past 12 months, US E&P procurement teams have been under immense pressure to keep up with frenetic growth. The time suck of dealing with immediate challenges like frac consumable shortages and logistics issues has been huge. In fact, because of these pressing issues we believe that some operators …

After recent requests from members, we’ve created several different looks at the geographical distribution of Mid-Con frac sand production sites on various maps. Members are welcome to download maps in pdf form. There’s a lot more to this story… Login to see the full update…  To read this update and …

Apline Silica today confirmed two previous Infill Thinking reports via a press release on their new projects. Previously On Infill Thinking: March 28, 2018: By way of an open records request filed back in March, we learned that Alpine Silica had initiated the permitting process on a new frac sand …

Last week, Emerge Energy Service subsidiary Superior Silica Sands posted a cryptic capacity cliffhanger announcement on LinkedIn. In this update, we speculated that this might be Mid-Con expansion and a press release could be coming as early as this week.  This is exactly what happened… There’s a lot more to …

We caught up this week with Jason Holton, CEO of Omega Sands. Omega is a new entrant frac sand producer focused on a 1Q19 Mid-Con launch. Omega Sands has been flying under the radar planning their frac sand industry debut in Oklahoma… until now. During a phone conversation Monday afternoon, …

This is the second installment in our Research Rewind Series.  Rewinds aggregate our long-shelf life work on hot topics, providing comprehensive and thematic perspective. In our first installment, we looked back at the Permian Basin frac sand trucking situation. This week, we take a look back at the region where the frac sand …

One month ago, Infill Thinking predicted that two to three more planned Mid-Con frac sand plants would be identified soon (see last section here). Since that prediction, three new plants have come to light. These include: There’s a lot more to this story… Login to see the full update…  To read …

Previously in our weekly rig count series, we noted that the Permian horiztonal rig count equals eight other large shale plays combined. Today, we extended this thought exercise to spending, dusting off our capex model to see how Permian drilling and completion budgets factor into total US and global E&P …

On Thursday afternoon, we gathered some market intel from LinkedIn posts. One left us with more questions than answers, and one got us thinking about last mile logistics optimization and truck reduction. There’s a lot more to this story… Login to see the full update…  To read this update and …

With Brent trading at almost $80/bbl and Permian constraint friction heating up (pipe, diffs, trucks, etc), it feels like it’s time to start getting more constructive on the offshore recovery theme. But can long-cycle deepwater returns ever compete with short-cycle Permian returns again? An expert weighs in for our first …

The last time a May day was this hot in Pecos, TX was seven years ago. The forecast calls for high temperatures of 108 on Thursday and 109° on Friday in Pecos. Next week, things get worse with temps projected to hit 110°. The average this time of year is …

As May turns into June, Atlas Sand’s twin frac sand plant construction projects in the Permian should be moving up everyone’s list of completions infrastructure worth monitoring. For more background check out this deep dive we penned after visiting one of their construction projects in 1Q18. There’s a lot more …

We curate new information in the public record on the newest vertically integrated frac sand project. 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, …

Last week, we brought you news of a third facility Black Mountain is building in its core market, the Permian Basin. As expected, the permit was filed on Friday and we’ve learned a bit more about the new plant from that… There’s a lot more to this story… Login to …

In terms of the current unconventional drilling rig count, this formula works to within a rounding error. Although it’s probably not a huge surprise to most Infill Thinkers, it’s still some mind-blowing arithmetic: There’s a lot more to this story… Login to see the full update…  To read this update …

Infill Thinking comes at you fast. In 2018, we are on track to publish more than 400 original research updates. These proprietary updates often break the seal on topics that will be covered elsewhere months later (i.e. Permian frac sand truckload estimates). While timely, Infill Thinking updates also contain proprietary …

Want to make a big splash at the next industry conference? How about announce that you are doubling the size of your company’s operations and tripling the basins you work in? That’s effectively what Black Mountain Sand did at the Permian conference in Fort Worth yesterday. As the dust settles …

In April 2018, Infill Thinking’s research team had an opportunity to visit the new Emerge Energy Services plant in San Antonio and meet one-on-one with management to learn about operations there. Then in early-May, the company hosted their 1Q18 conference call. Blending what we learned from these two sources results …

This is a developing story, check back for updates… 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 …

The Permian is the epicenter of the in-basin frac sand trend. Local sand sourcing is a trend that will be on display in full force in Ft Worth this week as upstream executives gather to talk all things Permian. But the magnitude of the trend’s reach into other geo-markets is …

Many of our subscribers have descended upon Fort Worth this week for the large Permian Basin executive confab going on there. We’ve prepared the following “cheat sheet” of talking points in advance of the event. We tried to go a layer deeper than the agenda in this exercise, focusing on …

In this week’s rig count update we take a look at who is drilling wells in the US with a market share pie chart and the trend over time. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

2018 is the year of the zipper frac. Reducing completion cycle times is a key overriding theme in shale. Zipper frac are expanding both in use and definition. Check out how this trend is impacting completion programs in this update. There’s a lot more to this story… Login to see …

Following up on our plant-by-plant review of Permian Basin frac sand production last week, we’ve also updated our estimates for the play’s frac sand demand broken down by supply source. In this update, you’ll see the chart and a bullet point list of our latest thoughts as we look at …

If you came for Mark’s quote, it’s further down along with other recent operator remarks on frac hits and parent-child well production impacts. First, a brief word on the industry’s general tone on parent-child wells and what it means for oilfield service companies after digesting a large batch of recent …

There is a new discussion topic over in our members-only Thinking Aloud forum. In it we discuss the importance of branding, marketing, and the mind share battle in oilfield services. In frac sand and logistics, this has been an afterthought in the past. But now a confluence of new factors …

Six weeks ago, we assessed Permian in-basin frac sand production at an annualized rate of 15mmtpa coming from 7 operational facilities. This week, we updated our assessment, finding that local sand production has increased significantly in the past six weeks. In fact, daily local proppant availability is up X%, with the …

Each week we cover a topical US weekly drilling trend, and provide in-depth analysis of the rig count and frac spread count. Here is this week’s installment… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

After the Dunes Sagebrush Lizard (DSL) petition was filed earlier this week, we had a chance to catch up with a subject matter expert on Texas environmental issues to learn a bit more about what matters in the petition and what to watch for next… There’s a lot more to this …

Live takeaways from Select’s 1Q18 earnings call… 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 …

With the Midland crude basis differential widening to as much as $15/bbl, we’ve received inbound questions from quite a few supply chain subscribers (and Bloomberg News too) asking about the impact on oilfield service activity and logistics. Here is an executive summary of the Permian producers’ view, our view, and …

Unbundling is trending in the US completions supply chain. So… a key question we’ve been asked by investors in the space recently is what might compel E&P buyers to rebundle their frac supply chains? In other words, can Big OFS put the genie back in the bottle now that it’s …

It’s official. We discuss… this is a developing story and we’ll be adding updates to this post as we learn more today. 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 …

At Infill Thinking, we are honored by a recent invitation to participate in this week’s Industrial Minerals Association North America Spring 2018 meeting. On Wednesday May 9, Infill Thinking Founder and Principal Research Analyst Joseph Triepke will speak about big picture frac sand market trends as a participant on the …

Get the latest on Preferred Sands’ multi-barrel approach to adding frac sand capacity in the big oil plays. 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 …

This is the latest edition of our regular weekly rig count update filled with charts and analysis on North America onshore drilling 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. …

Admittedly, predicting the timing of the DSL listing petition has proven difficult. That said, we suggest readers revisit this in-depth guide over the weekend to be braced for come what may…   There’s a lot more to this story… Login to see the full update…  To read this update and …

Several weeks ago, Infill Thinking’s research team had an opportunity to visit the Twin Eagle Mission Park transload terminal near Elmendorf, Texas. In this post, check out our drone photos and key takeaways on Twin Eagle operations and their latest developments including an important strategic shift. There’s a lot more …

We’ve uncovered another newbuild frac sand mine project in the Mid-Con, which is now the focus of an intense land-grab similar to what played out in the Permian and Eagle Ford over the past 12-18 months, but admittedly on a smaller scale. There’s a lot more to this story… Login …

On Tuesday, Wednesday, and Thursday, three large frac sand companies hosted 1Q18 conference calls. Because most Infill Thinkers are too busy to study everything said, we are boiling down each call into a handful of key points that really matter. Here are the Hi-Crush bullet points, stay tuned for Emerge Energy …

Infill Thinking subscribers knew about the news that Fairmount announced today several weeks ago thanks to an Infill Thinking open records request and a little elbow grease we put into connecting some dots in the public record. There’s a lot more to this story… Login to see the full update…  …

In “things that crossed our desk but didn’t qualify for a stand-alone update” over the past couple of days, we offer the following four datapoints of interest, intrigue, and impact: There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

We live-blogged the FTS International conference call this morning, listening for oilfield marketplace implications (not so much financials or FTSI idiosyncratic issues). 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 …

Several weeks ago, Infill Thinking’s research team had an opportunity to visit the Vista Proppants and Logistics transload terminal near Dilley, Texas. Here are our key takeaways from our firsthand look at this facility. There’s a lot more to this story… Login to see the full update…  To read this …

The customer is always right, and here is what they are saying about the frac sand they are buying. 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, three large land drilling contractors hosted quarterly conference calls. Their pricing commentary was an echo chamber of positivity, which is not terribly surprising with $68 WTI and the US onshore rig count moving up in 12 out of the 17 weeks so far this year. There’s a lot …