One of the biggest challenges relative to Permian sand mine infrastructure, which is critical to the successful development of these facilities, is the availability of a viable supply of water for not only sand production, but potable use as well. A significant amount of effort has gone into finding reliable …
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Two Industrial Mines In Louisiana Turn And Face O&G Buyers In The Haynesville, Austin Chalk, And Marcellus [Exclusive Conversation With CEO]
You probably saw this press release yesterday from Shale Support announcing in-basin M&A. We spoke by phone today with Co-Founder and CEO Kevin Bowen and got the full scoop. In addition to sand specifics, one of the big takeaways for us was that exploratory drilling and completions could heat up …
Read More »Some US Independents Are Chomping At The Bit To Raise 2018 Capex, Permian Pipe Aside [New Datapoints & Research Rewind]
After oil’s 2014 crash, the US shale “popularity pendulum” swung hard against animal spirits, moving in favor of capital discipline. Outspending in shale is now taboo on both Wall Street and Main Street. But is the recent societal shift emblematic of lasting structural change or is it simply cyclical banter? …
Read More »Fully Delivered Frac Sand Has Carved Out A Meaningful Chunk Of E&P Wallet [Chart Of The Day]
In some large tight oil well AFEs these days, the frac sand line item can be as much as a quarter of well cost. Of course there is a lot more involved in shale development capex than just individual well costs. So for this chart of the day exercise, we …
Read More »A Quick Glance At Drilling Rig Productivity With The US Now Just A Tick Away From Cranking Out 11MMbpd
With crude poised to potentially overflow Permian installed takeaway capacity, we thought it’d be worth taking a look at some big picture production vs. rig trends as the feature of this week’s regular rig count update. There’s a lot more to this story… Login to see the full update… To …
Read More »A 12th In-Basin Mine Is Spotted In The Eagle Ford As A Traditional Player Adds Both Northern White And Local Capacity
A 60-year old Northern White sand producer who has been selling proppant for the past 5-10 years is the latest company planning an in-basin frac sand entrance in Texas. We learned more details after conducting an exclusive interview with the company’s president this morning. There’s a lot more to this …
Read More »From Relative Obscurity To Juggernaut: The Maturation Of The Frac Sand Industry [Friday Guest Post]
Business schools often talk about the life cycle of an industry: Introduction, Rapid Growth, Maturity, and, eventually, Decline. While the last 18 months has made it clear we are still in the Rapid Growth phase, much of that growth is also due to the maturation of the industry and the …
Read More »Planned Local Sand Supply Has Surpassed Estimated 2019 Demand In Four Big Basins [Chart Of The Day]
Is the frac sand greenfield rush of 2017/2018 finally over? It’s a question worth asking since each of the Big 4 markets are now flush with planned local sand supply. In the chart below, we compare our total 2019 frac sand demand estimates for four major markets to announced local frac …
Read More »As Schlumberger’s Permian Mine Opens, Management Pulls Back The Curtain A Bit On Frac Sand Strategy
In a slide deck released this morning, Schlumberger provided some interesting comments on frac sand. 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 …
Read More »In The Permian Pipeline Staring Contest, Frac Growth Just Blinked First
We discuss how upstream is reacting to the midstream crisis in the Permian basins. 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 …
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