Infill Thinking brings you another scoop on a key completions issue slowing down frac pumps and frac sand throughput in the oilfield 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 …
Read More »5 Key Takeaways From The Biggest U.S. Produced Water Executive Conference Of The Year
Water market takeaways we learned from attending the best conference for produced water in the U.S. of 2024 earlier 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 …
Read More »Texas Sand Crunch – Permian Gas Delivery Is Back, But Big Challenges Remain
While an earlier than expected reinstatement of dryer fuel is a positive for sand supply, the Texas local sand production situation is still anything but 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 …
Read More »Permian E&P Breaks The Ice On Takeaway Constraints. Will Unyielding Growth Preconceptions Begin To Change Now?
One week ago, we got the first tangible datapoint on Permian takeaway capacity slowing down the world’s busiest oilfield. That datapoint came on the completions side as C&J slowed their frac spread deployment cadence. Today, we have the first tangible datapoint of an operator cutting back on the drilling side. …
Read More »Making A Mountain Out Of A Molehill? Permian Producers Downplay Pipeline Impact On Their Completion Programs
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 …
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