Infill Thoughts

In this week’s regular rig count update, we analyze the latest Permian bear call and shine a spotlight on Permian permits to discern clues about the near-term outlook for drilling after a better than expected 3Q rig count. There’s a lot more to this story… To read this update and receive …

From what we could see driving up to and around the property (it was raining hard during our site visit), the first northwestern Oklahoma frac sand plant looked substantially complete with just last minute connections remaining on the punch-list. There’s a lot more to this story… To read this update …

In this update, we follow up on several recent Infill Thinking stories with what’s new. Follow-up topics include: wellsite storage replacement cycle appearing in the mainstream press. a new mine opens confirming an exclusive report. … … There’s a lot more to this story… To read this update and receive our …

The sand dune fields in Winkler County Texas that are now home to almost two dozen frac sand mining projects have historically been used for cattle ranching. Some of these cattle ranches have been owned by the same families for generations. For this guest post, we invited these long-time area …

During our recent MidCon Recon trip, we learned from speaking with locals that a frac sand producer new to Oklahoma was actively looking at property for a new frac sand mine near Fay. We reported that datapoint in the first of several takeaway pieces from the trip several weeks ago. …

Just when one thinks things cannot possibly get any more interesting in the frac sand supply transition story, things get more interesting. In this update, we think through what the big news from a critical logistics provider means. There’s a lot more to this story… To read this update and receive …

Today we’re checking in on a Permian prediction made here three months ago. 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 analysis and commentary …

More notes from the road from the time our team invested researching the MidCon on location. 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 …

Our guest author today is knowledgeable on the properties of both Texas and Northern White sand and has a great deal of firsthand historical context to back up his perspectives on both. We were particularly intrigued by his thoughts towards the end of his guest post on frac sand deposit …

Quick thoughts on the breaking news Tuesday afternoon that a leading E&P has taken a stake in an in-basin frac sand plant. 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 …