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… Login to see the …
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Connecting The Dots On Recent Infill Thinking Reports
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… Login to see the full update… …
Read More »The Sand Rancher’s Perspective As Mining Booms In His Dunes [Guest Post]
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 …
Read More »It’s Official: A New Mine Uncovered During Our MidCon Recon Trip Is Confirmed [Exclusive]
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. …
Read More »As Frac Sand’s Defining Moment Arrives, A Big Dose Of Uncertainty Enters NWS Shipping Lanes
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… Login to see the full …
Read More »The Permian Drilling Market Is Doing Pretty Good If Flat Is The New Up
Today we’re checking in on a Permian prediction made here three months ago. 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 membership …
Read More »Pressure Pumping, Last Mile Logistics, And Wellsite Storage Observations From The Road [MidCon Recon Part III]
More notes from the road from the time our team invested researching the MidCon on location. 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, …
Read More »Musings On Logistics And Sand From Wisconsin, Texas, And Elsewhere – A Geologist’s Perspective [Friday Guest Post]
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 …
Read More »Is This The Biggest Frac Sand Contract Of All Time?
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… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …
Read More »Land Drillers Maintain Optimism Despite Completions Malaise
Several months ago, land drillers were very positive on the outlook. Since then, the completions industry has guided lower. How long will the land drillers stay positive? Here’s the latest thematic guidance. There’s a lot more to this story… Login to see the full update… To read this update and …
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