Infill Thoughts

Smart Sand has been on the fence on whether to build a Permian mine since last year. Here are the latest details on their plans as we await the next round of management commentary on the status of their intent to build. There’s a lot more to this story… Login …

We refreshed our drive time analysis for the X local Permian Basin frac sand mines that we consider “firm” (either operational or showing progress moving towards first production). For this analysis, we force ranked the Top 5 mines for each key Permian sub-market based on proximity. There’s a lot more …

In this update yesterday, we noted a changing local climate towards the frac sand mining rush in Oklahoma. It’s even worse than we initially thought. After doing some more digging, we have decided that… There’s a lot more to this story… Login to see the full update…  To read this …

Clearly the forceful jury verdict in the last mile solution case this week is a significant win for the plaintiff, but final outcomes for the defendant could still span a wide range of possibilities… and have big implications for the last mile marketplace. There’s a lot more to this story… …

Continuing our World Cup / drilling analogy theme from last week, in this week’s rig count update we take a look at the trend in drilled wells that have been suspended from the completions “field of play.” There’s a lot more to this story… Login to see the full update…  To …

2Q18 was active in the field. Our research desk was hopping too. Infill Thinking published 99 updates, shipped 25 subscriber newsletters, and hosted 2 in-person reader meet-ups during the past quarter. You’ve got some fast growing company here. Our membership hit a new record high during 2Q18, growing by 19% …

2018 is halfway in the books. In the first half of the year, the US unconventional rig count increased 105 rigs to 827, a 15% increase. In the second half, “Bench Basins” are going to have to step up due to takeaway injuries suffered by this game’s superstar. There’s a …

A team of last mile specialists breaks down the MidCon sand procurement scene, digging deep into well, transload, and mine data to determine mileage differentials as procurement shifts to local sands. Don’t miss this chart and map… There’s a lot more to this story… Login to see the full update…  …

As discussed in this Infill Thinking update four months ago, the Texas Comptrollers Office is in the process of re-writing the Texas Conservation Plan for the DSL – a key step in light of the recent petition to list the species as endangered filed by two private environmental groups. The old “Hibbits …

After publishing our Mid-Con in-basin sand plant map PDF a couple weeks ago, some readers have been asking the question: who is Forenergy? Searches on InfillThinking.com for the company have picked up as well. So we talked with the founder and CEO to get you some answers. There’s a lot …