We spent the first week of February on location in the Permian Basin gathering market intelligence on the completions supply chain. In addition to taking it all in from the road this week, we have met with a variety of management teams and visited operations in the field. During our …
Read More »During A Short Ride With Atlas Sand, We Saw Firm Commitment To The Long Haul
Atlas Sand was one of six in-basin sand plants (various stages of development) that we visited in the Permian Basin in early-February. Like with our five other in-basin frac sand stops, our purpose here was simply to learn more about the company’s in-basin initiatives and document our observations. In this …
Read More »Anything To Read Between The Lines On The Roster At Today’s San Antonio Job Fair?
We highlight an interesting appearance at a San Antonio area job fair this 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 …
Read More »RE-RUN: $3.5 Billion Per Year. That’s How Much Cash Permian Dune Sand Could Save The US E&P Industry [Economic Impact Study]
With the transformational impact of in-basin frac sand being written about by some of the mainstream press this week, we figured it’d be a good time to dust off our In-Basin Frac Sand Economic Impact Study published on InfillThinking.com two months ago back in early-January. If you joined Infill Thinking …
Read More »Drop & Swap Staging, Post-Frac Sweeps, Permian Labs, & “Sandsplants” At The Sand Bar [Permian Points 5]
This is our fifth and final installment of Permian Points (quick notes from the road) from the first of two February trips we made to West Texas to gather on-the-ground market intelligence. Revisit Permian Points 1-4 at the links below: Permian Points 1 Permian Points 2 Permian Points 3 Permian …
Read More »Plant Construction Updates, A Last Mile Evaluation, A 500 Truck-Per-Day Milestone, And More… [Permian Points 4]
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 …
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Infill Thinking Lifting the O&G knowledge curve