Here’s what you need to know about the latest frac sand mine. Is this news the beginning of more E&Ps vertically integrating in-basin sand with either purchases of in-basin mines or raw acreage upon which to build? There’s a lot more to this story… Login to see the full update… …
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Universal Starts Pumping In-Basin Sand; Sees E&Ps Testing And Adopting It, Not Rejecting It…
Check out what Patterson-UTI management said about local sand usage last week… 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 has …
Read More »Pioneer The Permian Pure Play: 2018 Capex Will Be 10% Above Adjusted 2017 Spending
We break down Pioneer’s Permian news from yesterday evening. 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 has expired, please email …
Read More »Permian Basin SWD Conference Call Takeaways
A few key points we found fascinating on the Permian basin produced water market and SWD situation in this update from a webinar hosted by Digital H2O on Wednesday. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »As Eagle Materials Hits Their Commercial Production Ceiling, More Northern White Capacity Is In The Cards
Some key takeaways from the first frac sand supplier report this quarter have read through for the broader frac sand market. 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 …
Read More »Oil Price Strength Will Drive Stealth Budget Increases, If Not Overt Outspending In Shale
We examine one strategy that we think will be a common way for E&P operators to essentially increase spending without appearing to be reacting to higher oil prices this year. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Within A Week, The Lights Will Be On Above 16mmtpa Of Permian In-Basin Frac Sand Capacity
Things are happening in the Permian basin frac sand story and this is the place to get the latest. 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 …
Read More »Permian In-Basin Frac Sand Plant Operating Trends [4Q17 Charts]
We analyze operating data to establish some initial operating benchmarks as the Permian Basin frac sand suppliers transition from construction mode to production mode. 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 …
Read More »Patterson-UTI High Spec Drilling Rig Explodes In Oklahoma, 5 Missing. [Update]
Breaking news of the worst kind out of southeastern Oklahoma. 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 has expired, please …
Read More »New Entrants In OFS During 2018 Seem Focused On The Same Opportunity Their Predecessors Targeted In 2017…
Who’s looking to get in on the hydraulic fracturing boom? We discuss in this update. 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 …
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