A leading environmentalist group has issued a new report on sand production in the Permian Basin and it’s impact on the dune sagebrush lizard. The report says  sand mining is a threat to the lizard that overshadows all the rest. Login to get the details on this new development… There’s a …

Infill Thinking founder and principal research analyst Joseph Triepke will present an overview of the Permian Basin frac sand rush as part of a panel including senior executives from three Permian sand producers. The presentation will be delivered Thursday morning September 28, 2017 in Houston. In this update, subscribers may …

The local press in West Texas reports that a listing petition is to be filed imminently. This could impact both Permian E&P and frac sand producers. 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 …

The debate around in-basin 40/70 grade frac sand quality heated up earlier this week when one Permian sand producer argued vigorously that customers will not buy local 40/70 because it is too fine and fragile. Preferred Sands, whose West Texas reserve profile is 50% 40/70, shared their response to this …

It’s not the full house cleaning analysts want to see, but the offshore drilling industry took a positive step towards healing today. More retirements is something one of our guest contributors, Ron Davis, called for in an analysis piece this summer. More retirements is what we got today…   There’s …

Historically, the sand dune fields in Winkler County Texas have primarily been used for cattle ranching. In the span of 9 months, 14 massive sand mines have been permitted in these ranchers’ backyards. Winkler ranches don’t change hands often – most have been in the same families for generations. So …

We provide experience-based insight on EOG’s latest corporate strategy move and break down how peers compare. We also discuss how this fits into current trends and why it makes sense in the new shale paradigm. There’s a lot more to this story… Login to see the full update…  To read …

The Kermit area is extremely dry, having averaged just 11 inches of precipitation per year since 2000 per NOAA records. That’s only about 1/3rd of the national average. Locals we are in contact with as well as some environmental experts we’ve spoken with recently have mentioned that it has been …

While the Lions were busy pummeling the Giants 24-10 on Monday night, Hi-Crush was hosting an analyst day (or night as it were) for investors. Over dinner at the Holiday Inn in Odessa Texas, the event showcased nine senior executives providing an in-depth overview of the company’s business and introducing …

We report breaking news from one of the new entrants in the Permian frac sand mine race. We think through some interesting angles about this new plant plan, this player’s second disclosed in the Permian Basin. There’s a lot more to this story… Login to see the full update…  To …