Ultra-fine proppant has been in and out of the news for the past several years without a real inflection in traction in completion design. Will that fact pattern change in the future? We discuss the microproppant outlook and a new datapoint in the story here. There’s a lot more to …
Read More »What’s Next For Emerge?
Today’s news was widely expected. It’s what comes next that’s less clear. 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 »With Frac Sand Disruption In The Rear View Mirror, “Executing In The New Normal” Is A Major 2019 Theme
Status quo in frac sand? Yep. For the first time in two years, disruption is in the review mirror not smack dab ahead of us. See how and what’s next in this thematic piece… There’s a lot more to this story… Login to see the full update… To read this …
Read More »DSL Action In Austin – Conservation Plan Leadership Passes The Torch [Exclusive]
Infill Thinking has learned some new details in the Permian Basin saga involving the Dunes Sagebrush Lizard (DSL). These details involve a key leadership change and the 2019 conservation plan. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Railcars Full Of Local Permian Sand Begin Rolling East Into Big Spring… [Exclusive]
One of the key takeaways from our Permian Basin recon trip a couple months ago was that intra-basin railing of local sand was about to become reality. In this boots-on-the-ground piece in March, we wrote that first shipments could happen by the end of 1Q19. The timing of that prediction …
Read More »Live From New York… It’s A Notable Datapoint On South Texas Local Sand Adoption
We learned that an operator had some very nice things to say about local sand to their investors in New York on Tuesday morning… Check out why this is notable here. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Of Sand & Water. 10 Key Themes In Infill Thinking’s 1Q19 Research Stream
2019 got off to a shaky start in the US onshore oilfield service business (largely due to macro volatility into year end). But as 1Q played out and WTI rallied, sentiment and completions activity indicators improved. Here with the second quarter only about a week old, we are pausing to …
Read More »Sue And Be Sued… Frac Sand Litigation Heats Up As A Transloader Takes A Producer To Court
Who’s suing who in the frac sand space? Here’s the latest intel gleaned from our review of public records… 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 »Frac Sand In Places Not Called West Texas [Guest Post]
What’s interesting is that not all sand dunes are suitable for frac sand, which seems counterintuitive. This is due in part to the age of the formation – the sand hasn’t been in the rock tumbler (environment) long enough to smooth out the rough edges like the older marine formations …
Read More »In Other News… Jump-starting Greenfield Construction?, Big Blue, Unbundling Nuggets, LML Notes, Rockies Rife With Regulatory Risk…
In addition to the in-depth updates published early this week, a few other interesting items crossed our desk. 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 …
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