Nick Cook, Editor
Issue #298 | November 18, 2020
The Frac Sand Supply & Logistics Conference is underway!! Thank you to all of you who were able to join us. And for those who were unable to do so, we look forward to seeing you again soon. God-willing, these vaccines will continue to develop and we’ll have some successful options available soon!
And now, the news…
Infill Thinking has learned that Agility Energy, Inc. is shutting down...
There is talk in inner frac sand circles this week about two interesting capacity additions...
More than 8 billion barrels of crude and associated natural gas have been discovered so far this year, up from a decades-low 7.7 billion discovered in 2019 during the last oil bust, according to Rystad Energy...
With 3Q20 financial results out for most public E&Ps, Infill Thinking is refreshing their capex monitor...
Oil capped its biggest weekly advance since early October on Friday after news of Pfizer’s Covid-19 vaccine breakthrough...
Although the oilfield is still dragging bottom and the capacity overhang will linger on for a while, it’s not too early to begin thinking about recovery trajectories...
The U.S.’s largest gas producer is no longer in growth mode and acquisitions are a way to gain economies of scale and help it return capital to shareholders, according to EQT Chief Executive Officer Toby Rice...
We have fairly comprehensive visibility on 2021 E&P spending plans far earlier in the calendar than normal this year for the group of 40 public operators Infill Thinking tracks...
Since the coronavirus pandemic deflated crude demand, the value of oil land in West Texas and around the country has plummeted...
With the railroads' third-quarter earnings releases over and done, it's time to take a look at who the "winners" and "laggards" were in Q3...
I noticed on LinkedIn this week, several posts about international unconventional drilling projects, so I thought I would share them...
I noticed on LinkedIn this week, several posts about international unconventional drilling projects, so I thought I would share them...
I noticed on LinkedIn this week, several posts about international unconventional drilling projects, so I thought I would share them...
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• Nick Cook, Petroleum Connection
• Tim McMahon, UT Bureau of Economic Geology
• Ryan Hassler, Rystad Energy
• Joseph Triepke, Infill Thinking
• Hayden Gillespie, Black Mountain Sand
• Marcus Morton, Cyber Square
• Adam Katz, Badger Mining Corp.
• Brian McConn, Atlas Energy
• Pete Cook, Petroleum Connection [M]
• Kevin Fisher, PropX
• Bob Carter, IAC
• Chris Cloud, Saber Asset Group
• Ryan Zorn, Liberty Energy
• Sam Reynolds, Marathon Oil [M]
• Aric Christman, Encino Energy
• Charlie Crisp, Crisp Supply Chain Solutions
• Jose Sagaseta, Vorto [M]
• Matt Martinez, Texas Chrome Transport
• Sergio Sabatini, OmniTRAX
• Isaiah Martinez, WTS Energy Group
• Rick Pattillo, Lobo Logistics
• Nick Cook, Petroleum Connection
• Kirby Wilkerson, KBW Partners [M]
• Dane Walker, Wall Street Sand Company
• Dr. Anthony Konya, Konya Mining Company
• Jim Otteman, Imperium Enterprises
• William Hitters, CEO, Luxmath Consulting
• Alex Meleshko, LIUM Research [M]
• Matt Oehler, PropX
• Anna Omsberg, SandPile
• Steve Brock, Nomad Proppants
• Nick Cook, Petroleum Connection [M]
• Chris Samanns, Signal Peak Silica
• Dave Frattaroli, High Roller Sand
Event Registration – $25