The guar shortage five years ago provides a useful framework for thinking about the latest completions supply chain crisis. 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 »Badger Mining’s “Plant Of The Future” Is Forming In The Dunes Of West Texas
Last week, we visited the construction site of Badger Mining Corporation’s new Permian Basin frac sand plant. We toured the location with project manager Dan Koxlien to get a feel for the company’s timeline and future plans. We learned some interesting new details about plant size, last mile logistics, rail potential, coating …
Read More »Silos, Rise! We Happened Upon A Rare Sight In West Texas Last Week… [Photos & Notes From The Road]
When back in West Texas, we always make time to drive slowly up and down the I-20 frontage roads between Midland and Odessa. You’ve gotta keep your head on a swivel to avoid the oncoming traffic using the frequent on/off ramps. But you never know what you might see in …
Read More »A 2nd New Eagle Ford Sand Mine Surfaces In As Many Days…
We examine the news of a second Eagle Ford frac sand mine, the second this week and it’s only Tuesday. 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 …
Read More »Super-Size Me – With Vest Halfway Ramped Up, Black Mountain Ups The Ante Again
We met with Black Mountain’s management team on location in the Permian Basin last week. During our mine tour, we learned exclusive details about the company’s recent operational performance and new objectives for 2018/2019. There’s a lot more to this story… Login to see the full update… To read this …
Read More »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 »Permian Points Part 1: In-Basin Sand Spot Pricing Discussion & The Race For Seventh Place
In addition to taking it all in from the West Texas roads this week, we’ve met with management at four in-basin sand mines, two OFS firms, and a regional transportation alliance. We also hosted a well-attended reader meetup in Odessa yesterday and have two more frac sand mine visits behind …
Read More »A Permian Door Opens As A Brady Door Closes
Exclusive details about the Brady plant closing and what’s next for its owner. Hint, everything on wheels is headed to the Permian… 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 »Ride Along With Us On Day One Of Five In The Sandpatch [Photo Journal]
The sand boom is highly visible out in West Texas. From the silos and dry plants going vertical to the long lines at transload to the boxes parked at every truck stop – frac sand is literally everywhere you look. Oilpatch is an outdated descriptor for the industrial activity going on …
Read More »Key Takeaways From The Petroleum Connection’s 3rd Annual Frac Sand Industry Update
Last Friday, we mixed with 150 attendees at the frac sand industry conference hosted by the Petroleum Connection in Houston. The event was oversubscribed – there was a waiting list of 20+ potential attendees. Here are our key takeaways from the conference. There’s a lot more to this story… Login …
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Infill Thinking Lifting the O&G knowledge curve