In research, going down one path often leads to another. And that’s often when things become most interesting. While updating our recycled water leader board chart, first introduced in 4Q18, we got side-tracked by a quick thought exercise. In this update, we use operator spending budgets in conjunction with their …

In this week’s regular weekly rig count update, we zoom in on a leading indicator for drilling activity in the Eagle Ford shale. 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. …

What’s interesting is that not all sand dunes are suitable for frac sand, which seems counterintuitive. This is due in part to the age of the formation – the sand hasn’t been in the rock tumbler (environment) long enough to smooth out the rough edges like the older marine formations …

With just a week left in the quarter, we quantified a leading indicator for Permian drilling activity in this edition of our weekly rig count update. 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 …

Water supply is a critical component of all Permian Basin proppant sand mine operations. Assuming that demand for and production of sand remain high many of the basin mines will need to extend excavations below the water table and consequently address aquifer dewatering issues. In this guest post, three experts …

In this week’s regular rig update, we note that while Total US land rig counts are down 27 rigs month over month, they’re up 28 rigs since this time last year. If the unconventional Permian rig counts is any sort of leading indicator, US land rig counts as a whole …

Today’s chart of the day sits at the intersection of water sourcing and frac sand mining. 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, …

The great local sand rush of 2017-2018 has cooled off in 2019 after industry-wide frac sand pricing collapsed into a trough over the past 6-9 months. We estimate that Permian FOB mine prices are down some 65% y/y, which has put a damper on interest in expansion projects (greenfield or …

In our regular weekly update this week, we digested another leading land contractor’s outlook for the US onshore rig market in 2019. 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 …

In today’s guest post, James offers a unique perspective on the economic impact of under-developed road-ways and key insights on transportation infrastructure development in West Texas. 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 …