Infill Thoughts

Yesterday’s wildfire news caused us to revisit publicly available mine permit records for the Mid-Con. We have uncovered an additional large-scale sand mining plan in Oklahoma as the Mid-Con proppant market appears to be quickly moving in the direction of the Permian – becoming locally supplied. There’s a lot more …

Thoughts on the developing wildfire situation in the Mid-Con as it pertains to upstream activity. This is a fluid situation, and we’ll be adding updates to this post as events unfold.   There’s a lot more to this story… To read this update and receive our research newsletters, you must be …

Everyone’s been focused on trucking in Texas. And trucking in Texas is tight. But it’s the devil you don’t know that’ll get you.  And during the first half of 2018, unanticipated disruptions in transportation modes not involving wheels have wreaked much more havoc in the shale frac sand transportation network. …

Following this recent update on more local proppant capacity in the Haynesville shale, we received some inbound reader questions about the status of the Haynesville shale market. Incoming intel requests spanned both the frac sand market and general drilling and completion activity in the region. So we made some calls …

This month in South Texas, we spent the better part of a week meeting with industry contacts, touring facilities, and combing the field for interesting angles. In this update, we’ve distilled our yellow pad full of random notes into the following digestible bullet points. Please stay tuned for several more …

In the Silica Valley Series introduction, we noted that commercialization models vary pretty widely in the digital last mile space. Sand Tiger, the second software in our series, is quite a bit different from most in that it was built and developed by a trucking operations company with no intention to monetize …

We learned that the leading Haynesville frac sand new entrant’s ambitions have grown since our last conversation with the company in 4Q18. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current …

Last week in the Eagle Ford, we drove by an industrial sand mining operation 30 minutes south of San Antonio. We did an abrupt u-turn when we saw a certain type of truck picking up there… There’s a lot more to this story… To read this update and receive our research …

In basin sand for the Mid-Con seems to be coming up more frequently in our conversations with industry contacts. Here’s three recent examples followed by analysis of SCOOP/STACK drilling rig activity trends. There’s a lot more to this story… To read this update and receive our research newsletters, you must be …

There’s a new thread over in our members-only discussion forum. In it, Infill Thinkers are discussing the implications of takeaway constraints in the Permian and the recent widening of the Midland crude price differential. Read more and add your response here >> There’s a lot more to this story… To …