Infill Thoughts

We caught up this week with Jason Holton, CEO of Omega Sands. Omega is a new entrant frac sand producer focused on a 1Q19 Mid-Con launch. Omega Sands has been flying under the radar planning their frac sand industry debut in Oklahoma… until now. During a phone conversation Monday afternoon, …

This is the second installment in our Research Rewind Series.  Rewinds aggregate our long-shelf life work on hot topics, providing comprehensive and thematic perspective. In our first installment, we looked back at the Permian Basin frac sand trucking situation. This week, we take a look back at the region where the frac sand …

One month ago, Infill Thinking predicted that two to three more planned Mid-Con frac sand plants would be identified soon (see last section here). Since that prediction, three new plants have come to light. These include: There’s a lot more to this story… To read this update and receive our research newsletters, …

Previously in our weekly rig count series, we noted that the Permian horiztonal rig count equals eight other large shale plays combined. Today, we extended this thought exercise to spending, dusting off our capex model to see how Permian drilling and completion budgets factor into total US and global E&P …

With Brent trading at almost $80/bbl and Permian constraint friction heating up (pipe, diffs, trucks, etc), it feels like it’s time to start getting more constructive on the offshore recovery theme. But can long-cycle deepwater returns ever compete with short-cycle Permian returns again? An expert weighs in for our first …

The last time a May day was this hot in Pecos, TX was seven years ago. The forecast calls for high temperatures of 108 on Thursday and 109° on Friday in Pecos. Next week, things get worse with temps projected to hit 110°. The average this time of year is …

We curate new information in the public record on the newest vertically integrated frac sand project. 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 members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …

In terms of the current unconventional drilling rig count, this formula works to within a rounding error. Although it’s probably not a huge surprise to most Infill Thinkers, it’s still some mind-blowing arithmetic: There’s a lot more to this story… To read this update and receive our research newsletters, you must …

Infill Thinking comes at you fast. In 2018, we are on track to publish more than 400 original research updates. These proprietary updates often break the seal on topics that will be covered elsewhere months later (i.e. Permian frac sand truckload estimates). While timely, Infill Thinking updates also contain proprietary …

Want to make a big splash at the next industry conference? How about announce that you are doubling the size of your company’s operations and tripling the basins you work in? That’s effectively what Black Mountain Sand did at the Permian conference in Fort Worth yesterday. As the dust settles …