This week, we had a chance to catch up with one of the largest frac sand storage/hauling solution providers in Texas. We learned that… 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 »The Sand Rancher vs. The Super Major – Incendiary Water Dispute Playing Out In The Open
You can file this update in “things we never thought we’d write when we started an oilfield research firm,” but there’s a must-read battle raging between a big Permian rancher and a super major. And it is playing out in real-time in a must-read Tweet-storm right now… There’s a lot …
Read More »Final OSHA Sand Dust Rule Phase-In At Frac Sites Is Imminent
Long-talked about regulations loom large with implementation finally happening next week… thoughts on what it means here… 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 …
Read More »COVID-19 Blamed For Work Stoppages At Several Frac Jobs This Week [Exclusive]
Frac disruption and inefficiency is on the rise as workers show symptoms or test positive for COVID-19… 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 …
Read More »Flu Fear On The Frac Site
If this virus can can shut down Major League Baseball and Disney Land, why should we expect that frac sites will be any different and stay open as virus reaction spreads? If this virus can empty dormitories because of spreading risk in close quarters, what about man camps? Here’s what …
Read More »Key Takeaways From Texas RRC Ryan Sitton’s First Natural Gas Flaring Report Release… [Live Blog Complete]
We live blogged our key takeaways from a critical TX RRC report release via webinar on Tuesday afternoon February 19, 2020… 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 »Rolling Stone Blasted By O&G Trade Group After Hit Piece On “Hot” Oilfield Water
Sustainable business models in oilfield water management will be a hot topic at The Oilfield Water Markets 2020 Conference coming up this May in Dallas. We’ll be there and hope to see many of you there… The Rolling Stone feature story on oilfield water that we flagged for our readers …
Read More »An ESG Concern All Frac Sand Plant Owners Should Address Proactively As Financial Distress Bites The Industry
In this update we explore a growing ESG concern associated with a tail risk involving the frac sand industry that is exacerbated when firms fall into financial distress. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »A Quality Carrier’s Permian Exit Escalates Frac Supply Chain Sustainability Questions [Read The 2nd Letter]
A good, quality, upstanding outfit just exited stage left. While industry-wide capacity reductions are needed, we see this news as a bad omen for the industry at large… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Why Shale E&P Is Going Green – Interesting Factoids About Cost Savings In Water, E-Frac & Solar Initiatives
We highlight the most important sustainability developments disclosed by operators, including several “firsts” for the industry. For many years, EOG has been the industry leader in completion design, technology and reservoir exploitation. Now they are leading the charge on a new front for operators as well: “going green….” There’s a …
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