Infill Thoughts

This is our second installment of Permian Points (oilfield service market quick hits) after devoting a full week to boots-on-the ground reconnaissance in the Permian Basin in February (revisit part one here). We met with industry contacts, visited facilities, and made observations from the road. Here are some of our key takeaways, thoughts, …

We’ve learned exclusive details on the latest Eagle Ford in-basin new entrant after speaking with a company representative about the project. 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 …

A couple weeks ago, we had the opportunity to visit the construction site of Preferred Sands Monahans Frac Sand Plant. We met with the company’s president and the Monahans plant manager to learn the latest about this regional sand producer’s plans for West Texas. Here are the key takeaways from …

In this weekly rig and frac spread count update we take a close look at Canadian drilling trends. 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 …

Last week, we visited the construction site of Badger Mining Corporation’s new Permian Basin frac sand plant. We toured the location with project manager Dan Koxlien to get a feel for the company’s timeline and future plans. We learned some interesting new details about plant size, last mile logistics, rail potential, coating …

When back in West Texas, we always make time to drive slowly up and down the I-20 frontage roads between Midland and Odessa. You’ve gotta keep your head on a swivel to avoid the oncoming traffic using the frequent on/off ramps. But you never know what you might see in …

In our weekly rig and frac spread count update this week, we parse through a land driller’s  2018 rig upgrade program to delineate some critical 2018 onshore drilling market trends. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

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 …

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 …

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 …