This is our fourth installment of Permian Points – quick notes from our time on the road in West Texas in February. Permian Points 1 touched on the local sand business, including pricing and construction status updates; Permian Points 2 hit oilfield activity levels and labor; Permian Points 3 covered issues we …
Read More »In Other News… More Sand In The Uinta, Eagle Ford And Haynesville; An OCTG Surprise; And Last Mile Developments
Things are happening fast in the oilfield / sandpatch right now. In addition to the Infill Thinking research updates published this week, some third-party stories crossed our desk that are worthy of passing along. All links will open a third-party article in a new tab. There’s a lot more to …
Read More »The Tax “Bottom Line” – Property And Sales Tax Opportunities For The Permian Sand Rush [Friday Guest Post]
Each Friday in the last month of each quarter, we pass our keyboard to an Infill Thinking subscriber to weigh in from their field. We hope you enjoy reading these hand-picked contributions as much as we do. Guest Contributor(s) Introduction From Joseph Triepke: Today’s guest post comes to us from …
Read More »The First Truckloads Just Shipped From The 6th Permian Frac Sand Plant [Infill Thinking Exclusive]
Industry sources tell Infill Thinking that [NAME REDACTED] mine’s first truckloads are rolling out from their new frac sand plant near Monahans as you read this update. Login to see the plant’s name that is shipping and learn exclusive details about the planned ramp up here…. There’s a lot more …
Read More »In-Basin Frac Sand Adoption Is Now In Full Swing, Held Up Only By Availability
We have sorted through 1,000+ pages of E&P conference call transcripts to come up with the most important things customers are saying about frac sand. 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 …
Read More »5 Important Oilfield Market Takeaways From The Emerge Energy Services Call Monday
On the back of a strong conference call and roughly in-line 4Q17 results, Emerge Energy Services stock traded almost 7% higher yesterday. The following are some of our key takeaways from CEO Rick Shearer and his team’s commentary on the conference calls. These points include the latest progress on San …
Read More »7 Signs That The Handwriting Is On The Wall For Regional Brown Sand
The Texas regional sand plants in Brady TX are very busy today. Right now it’s all hands on deck and regional brown sand plays a very important role in this undersupplied market. But will it still be “all hands on deck” in late-2018 and 2019? We’ve picked up on some …
Read More »Meet The Big, New In-Basin Eagle Ford Frac Sand Plant On The Block [Exclusive Conversation With Company]
We’ve learned exclusive details on the latest Eagle Ford in-basin new entrant after speaking with a company representative about the project. 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 »Hi Crush Conference Call Highlights [Live Blog Ended]
This morning we lived blogged the Hi Crush conference call providing Infill Thinking visitors with a real-time bullet point list of takeaways. With the call ended, the live blog is done and here are our final notes from the call: There’s a lot more to this story… Login to see …
Read More »Preferred’s Monahans Frac Sand Plant Is On Track To Open Soon
A couple weeks ago, we had the opportunity to visit the construction site of Preferred Sands Monahans Frac Sand Plant. We met with the company’s president and the Monahans plant manager to learn the latest about this regional sand producer’s plans for West Texas. Here are the key takeaways from …
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