We met with Black Mountain’s management team on location in the Permian Basin last week. During our mine tour, we learned exclusive details about the company’s recent operational performance and new objectives for 2018/2019. There’s a lot more to this story… Login to see the full update… To read this …
Read More »E&P Operator Announces A New Vertically Integrated 2mmtpa Frac Sand Mine For The Eagle Ford / Austin Chalk
Here’s what you need to know about the latest frac sand mine. Is this news the beginning of more E&Ps vertically integrating in-basin sand with either purchases of in-basin mines or raw acreage upon which to build? There’s a lot more to this story… Login to see the full update… …
Read More »Universal Starts Pumping In-Basin Sand; Sees E&Ps Testing And Adopting It, Not Rejecting It…
Check out what Patterson-UTI management said about local sand usage last 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 membership has …
Read More »Patterson-UTI Pressure Pumping Update: Mid-Con Mobe-Outs, Capex Treadmill, And Newbuild Abstinence
The very latest on what the 5th largest pressure pumping company in the US is doing to their fleet to try and capitalize on a hot market. The strategy doesn’t involve newbuilds, but it does include some interesting tweaks. There’s a lot more to this story… Login to see the …
Read More »Permian Points Part 1: In-Basin Sand Spot Pricing Discussion & The Race For Seventh Place
In addition to taking it all in from the West Texas roads this week, we’ve met with management at four in-basin sand mines, two OFS firms, and a regional transportation alliance. We also hosted a well-attended reader meetup in Odessa yesterday and have two more frac sand mine visits behind …
Read More »Pioneer The Permian Pure Play: 2018 Capex Will Be 10% Above Adjusted 2017 Spending
We break down Pioneer’s Permian news from yesterday evening. 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 …
Read More »A Permian Door Opens As A Brady Door Closes
Exclusive details about the Brady plant closing and what’s next for its owner. Hint, everything on wheels is headed to the Permian… 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 »Ride Along With Us On Day One Of Five In The Sandpatch [Photo Journal]
The sand boom is highly visible out in West Texas. From the silos and dry plants going vertical to the long lines at transload to the boxes parked at every truck stop – frac sand is literally everywhere you look. Oilpatch is an outdated descriptor for the industrial activity going on …
Read More »Key Takeaways From The Petroleum Connection’s 3rd Annual Frac Sand Industry Update
Last Friday, we mixed with 150 attendees at the frac sand industry conference hosted by the Petroleum Connection in Houston. The event was oversubscribed – there was a waiting list of 20+ potential attendees. Here are our key takeaways from the conference. There’s a lot more to this story… Login …
Read More »New Addition To Our Weekly NAM Rig Count Update: The US Frac Spread Count
Infill Thinking readers rely on our weekly rig count update for a series of unique land rig drilling charts and analysis. Going forward, we are adding a new weekly chart to document completions activity trends. Our friends at Primary Vision have agreed to make their weekly US frac spread count …
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