During a drive through the Haynesville in early-June 2019, we passed by the construction site of a new frac sand plant just south of Shreveport, LA. Shortly after driving by, we talked with management to confirm some of our field observations and learn more about the project from this new …
Read More »As Schlumberger’s Permian Mine Opens, Management Pulls Back The Curtain A Bit On Frac Sand Strategy
In a slide deck released this morning, Schlumberger provided some interesting comments on 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 a member. If you are new to Infill Thinking, or …
Read More »STACK Threat Level Falling From The Oklahoma Wildfires That Raged Near Rigs & Greenfield Mines This Week
Thoughts on the developing wildfire situation in the Mid-Con as it pertains to upstream activity. This is a fluid situation, and we’ll be adding updates to this post as events unfold. There’s a lot more to this story… Login to see the full update… To read this update and …
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